Brokerage Account Services — United States International Development Finance Corporation

The Development Finance Corporation is seeking brokerage firms licensed to operate in various markets around the world to facilitate the sales and trading of publicly traded securities, such as equity, and to help settle transactions at the agency's discretion. The agency holds or receives publicly traded securities as a result of its investment activities and has an immediate need for these services in India, Brazil, and Mexico. The agency has a strong preference for experienced brokerages licensed to operate in the emerging markets of Latin America, Southeast Asia, South Asia, Eastern Europe, and Africa. Eligible entities must have a presence in one or more emerging markets and must be licensed to operate in major stock exchanges or exchanges of interest to the agency. Bidders must submit detailed information including a comprehensive list of offered brokerage services, a list of local affiliates and partners with their assets under management if services are not provided directly, and a fee or commission structure for up to five years. Submissions must also detail the countries and exchanges served, emerging market trading experience with average volumes, and any experience serving institutional investors like multilateral development banks, public pension funds, or sovereign wealth funds. The agency will review and catalogue submissions into an interested parties list, which will be maintained for the twelve-month duration of the notice. When the agency requires brokerage accounts for specific regions, it will select entities from the list for agreements on a best value basis, though the agency reserves the right to make selections outside of the region pools. Multiple agreements of any appropriate contract type are anticipated, subject to change based on agency priorities, capital planning strategies, and the ongoing need for brokerage accounts. This overall notice remains open for a twelve-month period from the date of posting, and submissions may be made at any point while the notice is open. The agency will not consider the costs of preparing submissions, meeting with agency personnel, or registering in SAM.gov as allowable costs on any resulting agreement. Budget signals are limited to the requirement for a five-year fee and commission structure, and the agency may close specific region pools once its needs are fulfilled.