About this opportunity
AI summaryThe Department of Energy seeks financial advisory services to support its Energy Dominance Financing team in conducting credit analyses and evaluating loan applications. The contractor will handle tasks concerning project financial models, business plans, contracts, project risk scoring, loan document negotiations, and post-closing tasks through the first advance. Performance will occur onsite or offsite, and DOE will evaluate vendors to establish a standing list for potential future task orders. Small and large businesses that are onshore United States organizations are eligible to submit capability statements. Respondents must submit capability statements of up to ten pages through the FedConnect portal, including cost information consisting of fully loaded rate cards for all proposed labor categories. The government will evaluate respondents on the depth and quality of their corporate experience, staffing plans, expertise across priority technology areas, concurrent deal experience, and knowledge transfer approaches.
Scope of work
- Audit, validate, run, and report on project financial models and summaries
- Build lender base case models and run stress test cases
- Review business plans, financial structures, funding plans, and counterparty contracts
- Confirm financial data, forecasts, and contract alignment with business plans
- Identify, assess, and score project financial risks and recommend mitigants
- Evaluate loan negotiation terms and assist with credit approval packages
- Review financial terms in loan documentation and lock models for financial close
- Produce bring down reports and support ad hoc tasks through First Advance
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Extent, depth, and quality of demonstrated technical approach to the EDF Statement of Work and self-identified areas of expertise | Not specified |
| Extent, depth, and quality of corporate experience and team members comparable in size, scope, and complexity to the SOW | Not specified |
| Extent, depth, and quality of demonstrated staffing plan and relevant work experience, including participating in multiple concurrent deals | Not specified |
| Proposed approach to ensure knowledge transfer and ultimate Government ownership of produced deliverables | Not specified |
Minimum qualifications
- Current and active SAM registration prior to submission
- Unique Entity Identifier (UEI) Number
- Capacity to support multiple projects concurrently
- Corporate experience in priority technology market areas aligned with sector teams
Documents to include with your response
- Capability Statement
- Company Overview including UEI, address, POC, and business size
- Description of capabilities, experience, and specialized technology market areas
- Discussion of capacity to support projects and personnel depth
- Knowledge transfer approach description
- Fully loaded rate card for each proposed labor category
How to submit
- Method
- Electronic via FedConnect
- Instructions
- Submit through the FedConnect portal at https://www.fedconnect.net/ with no more than ten single-sided pages, 12-point font, single-spaced, minimum one-inch margins, in .docx, .doc, or .pdf format.
Contract details
- Funding
- Energy Dominance Financing (EDF)
Federal notice details
- Solicitation number
- 89303027NLP000049
- Agency
- Department of Energy
- Buying office
- Headquarters Procurement Services
- Notice type
- Solicitation
- Responses due
- Nov 30, 2026, 12:00 PM ET
- Posted on SAM.gov
- Oct 29, 2026
- NAICS
- 525990 · Other Financial Vehicles
- Product/service code
- R710
- Contracting contact
- Bethea, Marvin A.
marvin.bethea@hq.doe.gov
202-306-8199
Source: SAM.gov. Read the official notice for the complete description and current instructions.
Incumbent and award research
No incumbent history found for this requirement. The notice does not cite a current contract, and no earlier award from this buying office matches it.
Market context
Awards in the same category (Other Financial Vehicles). This is not this requirement's award history.
Recent similar awards: Department of Energy, NAICS 525990
| Vendor and award | Value | Ends |
|---|---|---|
| LOUISIANA ENERGY SERVICES, LLCDEEM0002122 · THE PURPOSE OF THE STATEMENT OF WORK IS FOR A CONTRACTOR TO PERFORM PHYSICAL RECEIPT, STOR | $2.2M | Oct 21, 2025 |
Top vendors in this category: Department of Energy, NAICS 525990, since Oct 1, 2024
1 contract awards in this NAICS over the period.
- 1. LOUISIANA ENERGY SERVICES, LLC$328.4K
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.