Personal Services Contractor - Senior Portfolio Services Officer

Closed Pre-Solicitation Posted

Solicitation number
77344421Q0019
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

Place of performance
Washington DC 20527 USA

Notice details come from SAM.gov. Updated .

About this opportunity

The International Development Finance Corporation seeks to award a firm fixed price personal services contract for a Senior Portfolio Services Officer to assist in managing legacy loan portfolios transferred from USAID. The base period of performance is 18 months from 27 May 2021 through 26 October 2022, with four one-year option periods available through 2025. Quotes will be evaluated based on technical qualifications, past performance references, and price. The solicitation response deadline is 1 April 2021, with the solicitation to be posted on 26 February 2021.

There is no set-aside designation for this requirement. The NAICS code is 541611 and PSC code is R499. Evaluation will be based on best value considering technical qualifications, past performance, and price. The contract is for one full-time Senior Portfolio Services Officer to build expertise for the IDFC to independently manage loan portfolios valued at an estimated $2 billion. The base period value is $150,000 with a total potential value of $750,000 over five years if all options are exercised.

Notice text

3 versions

Update #3 · Latest ·

The purpose of this amendment is to:
1) Change the base period of performance to 18 months and the total contract length to 4 years, 6 months.
2) Delete CLINs for "Special/Danger Pay"
3) Extend the response date to April 1, 2021 at 2pm EST

See attachments 77344421Q0019-00001 and 77344421Q0019-00001 conform for details.

The DFC Acquisition office has a requirement for a Personal Services Contractor (PSC) for a full-time equivalent Senior Portfolio Services Officer.

This solicitation is only open individual applicants. The PSC shall be a sole proprietor who will have an employee-employer relationship with the DFC.  The level of effort and responsibility is generally equivalent to a GS-13, Step 1 through GS-14, Step 10.

Work involves assisting the DFC in building the expertise and procedures necessary to manage the Legacy Loan Portfolio, and will be responsible for the monitoring of all financial flows including billing and application of receipts related to the Legacy Loan Portfolio and developing PC-based applications to facilitate reporting and analysis. The PSC ensures that loan balances, payment schedules, interest rates and other financial parameters match terms of underlying loan documentation and ensures timely delivery of invoices and Notices of Past Due amounts (NPDs) for the Legacy Loan Portfolio. Recommends alternative means of processing transactions with complicated and interrelated or unique characteristics.  Recommends changes in policies and procedures to accommodate recurring problems and issues related to the Legacy Loan Portfolio. Independently prepares accurate and precise audit confirmations for borrowers.  Provides loan balances, interest rates, interest accrued, and other financial information for audits related to the Legacy Loan Portfolio. 

The Government intends to offer a firm fixed price contract to the individual whose quotes conforming to the solicitation will be most advantageous of the Government, price and other factors considered in accordance with the Request for Quotes (RFQ).  The anticipated period of performance is 27 May 2021 to 26 February 2022 with four (4) one-year option periods which will be exercised at the Government’s need or discretion.  The Government may issue more than one award from the solicitation.

Basis for contract quote award: This acquisition is being conducted under FAR Part 12, Acquisition of Commercial Items and FAR Part 13, Simplified Acquisition Procedures.

Applications and quotes will be evaluated using the factors identified in the attached RFQ. Noncompliance may be grounds to eliminate the quote from consideration for contract award. No hardcopies of the solicitation will be issued.

Update #2 ·

The DFC Acquisition office has a requirement for a Personal Services Contractor (PSC) for a full-time equivalent Senior Portfolio Services Officer.

This solicitation is only open individual applicants. The PSC shall be a sole proprietor who will have an employee-employer relationship with the DFC.  The level of effort and responsibility is generally equivalent to a GS-13, Step 1 through GS-14, Step 10.

Work involves assisting the DFC in building the expertise and procedures necessary to manage the Legacy Loan Portfolio, and will be responsible for the monitoring of all financial flows including billing and application of receipts related to the Legacy Loan Portfolio and developing PC-based applications to facilitate reporting and analysis. The PSC ensures that loan balances, payment schedules, interest rates and other financial parameters match terms of underlying loan documentation and ensures timely delivery of invoices and Notices of Past Due amounts (NPDs) for the Legacy Loan Portfolio. Recommends alternative means of processing transactions with complicated and interrelated or unique characteristics.  Recommends changes in policies and procedures to accommodate recurring problems and issues related to the Legacy Loan Portfolio. Independently prepares accurate and precise audit confirmations for borrowers.  Provides loan balances, interest rates, interest accrued, and other financial information for audits related to the Legacy Loan Portfolio. 

The Government intends to offer a firm fixed price contract to the individual whose quotes conforming to the solicitation will be most advantageous of the Government, price and other factors considered in accordance with the Request for Quotes (RFQ).  The anticipated period of performance is 27 May 2021 to 26 February 2022 with four (4) one-year option periods which will be exercised at the Government’s need or discretion.  The Government may issue more than one award from the solicitation.

Basis for contract quote award: This acquisition is being conducted under FAR Part 12, Acquisition of Commercial Items and FAR Part 13, Simplified Acquisition Procedures.

Applications and quotes will be evaluated using the factors identified in the attached RFQ. Noncompliance may be grounds to eliminate the quote from consideration for contract award. No hardcopies of the solicitation will be issued.

Update #1 ·

The purpose of this synopsis is to notify interested parties that the DFC Acquisition office anticipates issuing a solicitation for a Personal Services Contractor (PSC) for a full-time equivalent Senior Portfolio Services Officer.

This solicitation will only be open to individual applicants. The PSC shall be a sole proprietor who will have an employee-employer relationship with the DFC.  The level of effort and responsibility is generally equivalent to a GS-13, Step 1 through GS-14, Step 10.

Work involves assisting the DFC in building the expertise and procedures necessary to manage the Legacy Loan Portfolio, and will be responsible for the monitoring of all financial flows including billing and application of receipts related to the Legacy Loan Portfolio and developing PC-based applications to facilitate reporting and analysis. The PSC ensures that loan balances, payment schedules, interest rates and other financial parameters match terms of underlying loan documentation and ensures timely delivery of invoices and Notices of Past Due amounts (NPDs) for the Legacy Loan Portfolio. Recommends alternative means of processing transactions with complicated and interrelated or unique characteristics.  Recommends changes in policies and procedures to accommodate recurring problems and issues related to the Legacy Loan Portfolio. Independently prepares accurate and precise audit confirmations for borrowers.  Provides loan balances, interest rates, interest accrued, and other financial information for audits related to the Legacy Loan Portfolio. 

The Government intends to offer a firm fixed price contract to the individual whose quotes conforming to the solicitation will be most advantageous of the Government, price and other factors considered in accordance with the Request for Quotes (RFQ).  The anticipated period of performance is 27 May 2021 to 26 February 2022 with four (4) one-year option periods which will be exercised at the Government’s need or discretion.  The Government may issue more than one award from the solicitation.

Basis for contract quote award: This acquisition is being conducted under FAR Part 12, Acquisition of Commercial Items and FAR Part 13, Simplified Acquisition Procedures.

Applications and quotes will be evaluated using the factors identified in the RFQ. Noncompliance may be grounds to eliminate the quote from consideration for contract award. The RFQ will be available on Beta.SAM.Gov on or about 26 February 2021. No hardcopies of the solicitation will be issued.

Files

File Type Posted
77344421Q0019-000001.pdf PDF
77344421Q0019-000001 conform.pdf PDF
77344421Q0019.pdf PDF

Similar open opportunities

Opportunity Agency Set-aside Responses due
Senior Advisor, Government Debt and Infrastructure Finance - Personal Services Contractor NAICS 928120 — No set-aside
International Finance Sector Advisors - Personal Services Contractor NAICS 928120 — No set-aside
Infrastructure finance advisors - personal services contractors NAICS 928120 Departmental Offices No set-aside
Senior Advisor - Personal Services Contractor NAICS 928120 — No set-aside
Program Officer - Personal Services Contractor NAICS 928120 — No set-aside

On GovTribe

Work this opportunity

  • Track it in your pipeline
  • Find teaming partners
  • Similar opportunities
  • Ask GovTribe AI about this opportunity

GovTribe for Federal Contractors