Independent Financial Advisors Vendor Pool

The U.S. Maritime Administration is seeking to establish a pre-qualified pool of Independent Financial Advisors to provide financial and economic analyses for the Federal Ship Financing Program (Title XI).

United States of America > TRANSPORTATION, DEPARTMENT OF > MARITIME ADMINISTRATION


General
Open (active)
693JF726Q000009
Feb 28, 2027 12:00 PM
Jul 14, 2026 05:50 PM
5 years
Request for Proposal (RFP)
Federal
Ask AI about this solicitation
Original Solicitation Links
Contact
Paul Jasper
paul.jasper@dot.gov
+12023665870
Washington, DC, USA
Description

The U.S. Maritime Administration's (MARAD) Office of Marine Financing (OMF) intends to establish a pre-qualified pool of Independent Financial Advisors (IFAs) to provide independent, third-party financial and economic analyses in support of the Federal Ship Financing Program (Title XI), authorized under 46 U.S.C. Chapter 537. IFAs will evaluate the economic soundness of projects proposed for Government-guaranteed loans under the Title XI program. The solicitation outlines the process for submitting an initial proposal to become part of the IFA Pool, which remains open until closed by amendment. Once in the pool, IFAs may compete for specific task orders via request for quotations. The contract may be awarded on an 'At Cost' (government-funded) or 'No Cost' (applicant-funded) basis. Key tasks include evaluating financial viability, analyzing financial statements, performing ratio analysis, developing alternative repayment structures, assessing management, reviewing feasibility studies, evaluating market conditions, preparing amortization schedules, assisting in negotiations, attending meetings, and submitting final reports.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
financial advisory servicesfederal loan analysismaritime financing
Specifications
Service Only
Timeline
Jul 14, 2026-Published Date
Feb 28, 2027-Response Date
Aug 28, 2027-Inactive Date
Requirements
Master's degree
Scored
Documents
TitleDate Posted
693JF726Q000009 Title XI IFA Pool RFQ 072026.pdfJul 14, 2026 12:00 PM
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