Description
The U.S. Maritime Administration’s Office of Marine Financing seeks to create a pre‑qualified pool of Independent Financial Advisors (IFAs) to provide independent, third‑party financial and economic analyses for Title XI ship‑financing applications. Qualified firms will be evaluated solely on technical merit and, if accepted, will be placed in an indefinite‑delivery/indefinite‑quantity (IDIQ) pool for up to five years, receiving periodic RFQs to support specific loan projects. The work includes financial statement analysis, ratio calculations, repayment‑structure design, market feasibility reviews, and support for negotiation of loan agreements. Firms must submit a technical “Initial Proposal” detailing key personnel (master’s degree, 5‑20 years IFA experience), approach, and relevant experience; no price is required at this stage. Successful proposers become pool members and may later submit price‑plus‑technical quotations for individual RFQs. The solicitation is open‑ended with no fixed pre‑bid or site‑visit events.
• Perform comprehensive financial and economic analyses of Title XI ship‑finance projects, including five‑year projections and sensitivity testing.
• Provide ratio analyses, debt‑service schedules, and assistance in negotiating loan terms.
• Attend MARAD meetings in Washington, DC, and deliver written reports and presentations for each awarded task order.
• Maintain strict compliance with FAR clauses, conflict‑of‑interest, and data‑rights requirements; any key‑personnel changes require COR approval.