What the buyer needs
AI summaryThe U.S. Maritime Administration (MARAD) Office of Marine Financing (OMF) is seeking to establish a pre-qualified pool of Independent Financial Advisors (IFAs). These IFAs will provide independent, third-party financial and economic analyses to support the Federal Ship Financing Program, also known as Title XI. The project covers the evaluation of the economic soundness of proposed projects seeking Government-guaranteed loans under the Title XI program. IFAs will be instrumental in assessing the viability of these financial proposals. Eligibility rules are not detailed in the provided text. The evaluation criteria, budget signals, and key dates are also not specified in this initial description.
Scope of work
- Evaluating the Economic Soundness of applications and creditworthiness of applicants for Title XI credit assistance.
- Analyzing historic financial performance and generating projected financial statements for at least five years.
- Performing detailed financial calculations and calculating financial ratios relevant to overall transaction structure.
- Developing alternative repayment structures and sensitivity analyses.
- Assessing management strengths and weaknesses, reviewing feasibility studies, and evaluating proposed markets.
- Reviewing and evaluating the proposed ownership structure of the transaction.
- Preparing amortization schedules showing debt service coverage ratios.
- Assisting in credit agreement negotiations, attending meetings, and presenting final financial evaluation results.
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Factor 1: Key Personnel Requirements | Not specified |
| Factor 2: Approach | Not specified |
| Factor 3: Experience | Not specified |
| Past Performance (Quotations) | Not specified |
| Price (Quotations) | Not specified |
Minimum qualifications
- Key staff generally possess a master's degree.
- Key staff possess 5–20 years' experience of successful IFA Work with Federal Government Lending Programs.
- Demonstrated prior experience with Title XI IFA Work preferably or with other Federal Lending Programs.
- Demonstrated prior experience with Statute (46 U.S.C. Chapter 537) and Regulations (46 CFR Part 298) governing Title XI.
Documents to include with your response
- Initial Proposal
- Resumes for each key personnel (maximum 2 pages each, single sided)
- Approach detail (maximum 3 pages)
- Prior experience outline (maximum 5 pages)
How to submit
- Method
- Electronic mail
- Instructions
- Submit Initial Proposal via electronic mail to [email protected] with subject line IFA Pool Initial Proposal Submission.
Incumbent and award research
Likely prior awards for this requirement
Likely matchAwarded by the same buying office (693JF7) with descriptions matching "independent financial", performed in DC. The notice does not name its current contract, so confirm before relying on it.
| Vendor and award | Value | Ends |
|---|---|---|
| JONES LANG LASALLE AMERICAS, INC.693JF723F00001N · INDEPENDENT FINANCIAL ADVISOR REPORT FOR ECO EDISON LLC (ECO EDISON) BY JLL. | $71,419 | Sep 29, 2025 |
| JONES LANG LASALLE AMERICAS, INC.693JF722F00032N · PRICE PROPOSAL FOR INDEPENDENT FINANCIAL ADVISOR (IFA) FOR THE DEVELOPMENT OF CREDIT POLIC | $49,619 | Sep 29, 2025 |
| SHIPPING & FINANCE LTD693JF721F000003 · SHIPPING&FINANCE LTD (SFL) TO PREPARE AN INDEPENDENT FINANCIAL ADVISOR REPORT FOR THE CAME | $80,000 | Sep 29, 2025 |
| SUMMIT CONSULTING LLC693JF721F000002 · CANAL BARGE COMPANY, INC. INDEPENDENT FINANCIAL ADVISOR REPORT FROM SUMMIT, LLC IN THE AMO | $61,156 | Jul 30, 2025 |
Source: USAspending.gov federal award data (U.S. federal public data). A contract is called the incumbent only when the notice or its documents cite it by number.