Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, November 11 at 2:00 PM ET

Register Free →

Search

Top

Back to Contracts

Credit Analysis and Investment Memorandum Developer

Active

Federal

Response Deadline11/30/2026, 05:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

Department Of Energy → Headquarters Procurement Services

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

Not specified

Set-Aside

NONE

Documents

This scope was carved out of 89303027NLP000049.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Energy Dominance Financing (EDF) has a need for Fi

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedOct 29

subcontract

Response DeadlineNov 30

Submission deadline

Response Deadline

11/30/2026, 05:00:00 PM UTCin about 1 month

Ready to pursue this opportunity?

Get full access to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyDepartment Of Energy → Headquarters Procurement Services

ContactsNo contacts available

OfficeN/A

Organization / AgencyDepartment Of Energy → Headquarters Procurement Services

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Performs credit analysis and produces formal documentation for prime contractors on Department of Energy (DOE) Energy Dominance Financing projects. Analyzes senior secured long-term corporate and structured debt applications to develop Credit Paper and Investment Memoranda. Creates Risk and Recovery Matrices to evaluate defaults. Delivers credit approval packages and inter-agency approval documents.

Similar Contracts

Same NAICS industry code

Professional Auditing Services

Solicitation # 2027-001-HR

The City of Sarasota is soliciting proposals for professional auditing services to conduct financial statement audits for the fiscal year ending September 30, 2027, and the two subsequent fiscal years. The selected firm must perform these audits in accordance with generally accepted auditing standards in the United States, Government Auditing Standards issued by the Comptroller General of the United States, Title 2 U.S. Code of Federal Regulations Part 200 (Uniform Guidance), and Chapter 10.550 of the Rules of the Auditor General for the State of Florida. The auditor is expected to provide an unqualified opinion unless timely justification for a qualified, disclaimed, or adverse opinion is provided to the City. Qualified proposers must be authorized to transact business in Florida and possess at least three years of experience in the field, with key personnel also meeting a three-year minimum experience threshold. Proposals are evaluated by an Audit Committee based on a point system, with pricing scored proportionally where the lowest bid receives maximum points. The performance schedule includes a preliminary progress conference on August 1, 2027, with the final signed report due by March 1, 2028. Payment is subject to a ten percent retainage until final reports are delivered. Submission requires a digital PDF upload by November 17, 2026, and must include an E-Verify Affidavit and an affidavit regarding prohibited contracting with entities from foreign countries of concern.

POSTED

about 8 hours ago

DEADLINE

in about 2 months

Financial Audit and Compliance Subcontractor

POSTED

about 18 hours ago

DEADLINE

Financial Closing and Loan Documentation Advisor

Headquarters Procurement Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Project Finance Modeling and Validation Specialist

Headquarters Procurement Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Ecosystem Fiscal Analysis and MappingThe Ecosystem Fiscal Analysis and Mapping subcontract focuses on evaluating the fiscal landscape of early childhood funding for prime contractors working on Maryland State Department of Education projects. The selected provider will be responsible for analyzing various funding streams, including federal, state, local, and philanthropic sources, to support strategic decision-making. This work requires specialized financial analysis skills tailored to public and philanthropic funding mechanisms. The primary deliverables for this engagement are a comprehensive Fiscal Ecosystem Analysis Report and a corresponding visual or tabular Fiscal Ecosystem Map. This opportunity is categorized under NAICS code 541211 and is associated with the state of Maryland. Interested parties must adhere to the response deadline of November 5, 2026.

Maryland State Department of Education

POSTED

about 24 hours ago

DEADLINE

Lead Financial and Compliance AuditorThe Lead Financial and Compliance Auditor subcontract involves performing comprehensive financial and compliance audits for prime contractors working on Housing Authority of Gloucester County projects. The selected auditor will be responsible for testing accounting records in accordance with GAAS, GAGAS, the Single Audit Act of 1984, and New Jersey state requirements, while also evaluating Capital Fund Grant Program closeouts according to HUD standards. The final deliverables for this engagement include a Management Letter and a Final Audit Report. To qualify for this role, candidates must possess a valid New Jersey Professional CPA License and provide an unqualified Peer Review report. The project is based in Deptford, New Jersey, and is categorized under NAICS code 541211. Interested parties must submit their responses by November 18, 2026.

Housing Authority of Gloucester County

POSTED

DEADLINE

PROFESSIONAL AUDIT SERVICES

Solicitation # 26-007

The Housing Authority of Gloucester County (HAGC) is soliciting proposals under solicitation number 26-007 for professional audit services to perform a financial and compliance audit of its financial statements for the fiscal year ending December 31, 2026. The selected auditor must conduct the engagement in accordance with Generally Accepted Auditing Standards, Government Auditing Standards, the Single Audit Act of 1984, and State of New Jersey requirements. Key deliverables include a management letter suggesting control improvements and the completion of entrance and exit conferences. The final audit report must be submitted to HAGC and HUD before the September 30, 2027 deadline. Proposals are due by November 18, 2026, and will be evaluated based on a 100-point system focusing on personnel qualifications (30 points), past engagements (25 points), the performance plan (20 points), cost (20 points), and proposal completeness (5 points). The award will be granted to the proposer deemed to be in the best interest of HAGC. Applicants must provide a comprehensive submission including an RFP Price Form with a not-to-exceed amount, New Jersey professional licenses, an unqualified Report of Peer Review from the last three years, and various state and federal certifications, including HUD-5369-C and non-collusion affidavits. The contract includes specific compliance requirements, such as adhering to HUD Minority and Women’s Business Enterprise Opportunity goals, which target 20 percent for minority-owned and 10 percent for women-owned businesses. Contractors must maintain professional and general liability as well as workers' compensation insurance and are prohibited from replacing key personnel without prior written approval from HAGC. All submissions must be delivered in sealed envelopes to the specified office in Deptford, New Jersey.

Housing Authority of Gloucester County

POSTED

DEADLINE

International Student Tax Preparation and Treaty AnalysisThis subcontract for Lane Community College involves providing specialized tax preparation and treaty analysis for prime contractors supporting the Student Government Association. The selected provider will be responsible for preparing Form 1040-NR and conducting detailed tax treaty analysis for F-1 and J-1 visa holders. These services must be performed using non-resident alien tax software and require deep expertise in international tax laws. The contractor must ensure strict compliance with FERPA and GLBA regulations while delivering completed tax forms and supporting treaty documentation. This opportunity is categorized under NAICS code 541211, with a response deadline set for December 2, 2026.

Lane Community College

POSTED

DEADLINE

in about 1 month

Actuarial & Financial Modeling ConsultantThis subcontract opportunity is for an Actuarial and Financial Modeling Consultant to support prime contractors on projects for the Ohio Department of Behavioral Health. The selected consultant will be responsible for developing actuarial cost models specifically for crisis services, analyzing Administrative Services Organization models, and designing complex funding strategies that integrate federal, state, and local revenue streams. The role requires specialized expertise in public sector actuarial science to deliver high-level financial models, funding strategy reports, and detailed ASO analyses. Interested parties should note that the response deadline is November 16, 2026, and the work falls under NAICS code 541211.

Dmh104209 Financial Mgmt - Hcm Only Jrst11

POSTED

DEADLINE

Quarterly Investment Reporting & BenchmarkingThe City of South Padre Island in Texas is seeking a subcontractor for Quarterly Investment Reporting and Benchmarking. The selected provider will be responsible for delivering detailed financial reporting and performance analysis for prime contractors managing City investment portfolio projects. Key deliverables include the production of quarterly investment portfolio reports, the tracking of average investment yields, and the execution of benchmarking analyses to compare these yields against current industry standards. Qualified candidates should ideally possess a CPA or CFA certification to ensure the technical accuracy of the financial analysis. This opportunity was posted on October 28, 2026, with a response deadline of December 1, 2026. All services must align with the specific reporting requirements outlined in the contract documentation.

City of South Padre Island

POSTED

DEADLINE

in about 1 month

Annual External Financial Audit Services

Solicitation # RFP27-0006

The City of Orlando is soliciting proposals from independent certified public accountants licensed in Florida to provide annual external financial audit services for the fiscal years ending September 30, 2027, 2028, and 2029. The selected contractor will be responsible for auditing the financial statements of the City and the Community Redevelopment Agency (CRA) in accordance with US GAAP, Government Auditing Standards, AICPA, and Florida statutory requirements, including the Florida Single Audit Act. Key deliverables include the Annual Comprehensive Financial Report (ACFR), reports on internal controls and compliance with OMB 2 CFR Part 200, and a Schedule of Findings and Questioned Costs. The audit process follows a strict annual timeline, with interim fieldwork beginning in July and the final ACFR submission to the GFOA due by March 15. The contract is structured as a firm fixed-price agreement for an initial three-year term, with the possibility of two optional 12-month extensions for a maximum total of 60 months. Proposals are evaluated using a points-based scoring system where the lowest accumulated points rank first. To be eligible, respondents must provide several certifications, including a Human Trafficking Affidavit, Drug-Free Workplace Certification, and a statement of independence from the City. The City, which utilizes Workday Financial Management and Human Capital Management SaaS applications, requires the contractor to maintain necessary insurance and performance bonds throughout the term of the agreement. Proposals must be submitted electronically via the City's e-Procurement portal by December 7, 2026.

Accounting and Control

POSTED

DEADLINE

in about 1 month

E-Rate Audit and Reimbursement SpecialistThe E-Rate Audit and Reimbursement Specialist subcontract, issued by Education Technology Services in South Carolina, focuses on providing financial oversight and audit readiness for prime contractors working on School District of Greenville County E-Rate projects. The selected provider will be responsible for managing invoicing, reimbursement processes, and record retention systems, while offering direct support during Program Integrity Assurance reviews and other audits to ensure all financial records are compliant and ready for submission. To qualify for this engagement, contractors must undergo criminal conviction background checks and maintain professional liability insurance. The primary objective of the contract is the delivery of accurate reimbursement requests and audit-ready financial documentation. Interested parties must submit their responses by December 1, 2026, under NAICS code 541211.

Education Technology Services (ETS)

POSTED

DEADLINE

in about 1 month

More opportunities from Department Of Energy → Headquarters Procurement Services

Same awarding agency

Project Finance / Loan Term Advisor

Investment Banking and Securities Dealing

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Energy Regulatory Risk Consultant

Offices of Lawyers

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Quantitative Price Forecaster / Financial Modeler

Administrative Management and General Management Consulting Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Energy Market Analyst (Sector Specialist)

Marketing Consulting Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Project Finance & Lender Advisory Consultant

Administrative Management and General Management Consulting Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Energy Market Price Forecasting Specialist

Marketing Consulting Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Department of Energy’s (DOE) Energy Dominance Fina

Solicitation # 89303026NLP000043

The Department of Energy's Energy Dominance Financing program is seeking market advisory services to support credit analysis and the evaluation of loan applications. This effort, identified under solicitation 89303026NLP000043, is currently in the sources sought phase to establish a standing list of capable advisors for fiscal year 2026. The scope of work involves five primary areas, with key deliverables including detailed reports on market analysis, risk assessments, price forecasting for key inputs and outputs, and a structured approach to ensure knowledge transfer and government ownership of all analytical deliverables. The Department of Energy will utilize a best value selection process, evaluating potential advisors based on their corporate experience, the depth and quality of their staffing plans, and their ability to manage multiple concurrent deals. Interested firms must submit a capability statement through the STRIPES portal, limited to ten single-sided pages in 12-point font. This submission must include a company overview, a synopsis of capabilities, and a fully loaded rate card for each proposed labor category. The opportunity is open to a wide range of business sizes and socioeconomic categories, including large businesses and various small business set-asides under NAICS code 541613.

Marketing Consulting Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Energy Dominance Financing (EDF) has a need for Fi

Solicitation # 89303027NLP000049

The Department of Energy's Energy Dominance Financing program is seeking financial advisory services under solicitation 89303027NLP000049 to support credit analysis and the evaluation of loan applications for senior secured long-term corporate, structured, or project debt financings. These services focus on large, complex projects involving innovative technologies across five key sectors: critical minerals and materials, hydrocarbons and fuels, grid and transmission, utilities, and manufacturing. The selected advisor will be responsible for evaluating the financial impacts of negotiated terms and producing critical deliverables, including credit paper memoranda, investment memos, and risk and recovery matrices. This is a sources-sought notice for an FY27 standing list opportunity, open to both small and large businesses under NAICS code 525990. The government will utilize a best-value selection process, evaluating firms based on corporate experience, staffing plans for concurrent deals, and their approach to knowledge transfer. Interested respondents must maintain an active SAM registration and submit a capabilities statement of no more than ten pages via the FedConnect portal. Submissions must include a company overview, a description of specialty areas mapped to the scope of work, and a fully loaded rate card for each proposed labor category.

Other Financial Vehicles

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Department of Energy’s (DOE) Energy Dominance Fina

Solicitation # 89303027NLP000048

The Department of Energy's Energy Dominance Financing (EDF) program is seeking market advisory services to support credit analysis and the evaluation of loan applications. This Sources Sought notice, solicitation number 89303027NLP000048, aims to establish a standing list of qualified advisors for fiscal year 2027. The scope of work includes developing lender base case and sensitivity case price forecasts, creating long-term cost curves, and producing detailed reports on findings and recommendations. Additionally, advisors will evaluate proposed loan terms against industry norms to recommend strategies that reduce lender risk. Interested firms must submit a capability statement of no more than ten pages, formatted with 12-point font and one-inch margins, via the FedConnect portal. Submissions must include a unique entity identifier, active SAM registration, and a fully loaded rate card for each proposed labor category. The government will evaluate these statements to determine available sources capable of meeting the requirements, reserving the right to limit the final list of advisors for future specific needs. The procurement is managed by the DOE Office of Headquarters Procurement Services in Washington, DC, under NAICS code 541613.

Marketing Consulting Services

POSTED

about 18 hours ago

DEADLINE

in about 1 month

Earlier notices in this NAICS code

Posted before this notice, open and closed

CERTIFIED PUBLIC ACCOUNTANTS

Solicitation # SP470426F0021

Defense Logistics Agency

POSTED

DEADLINE

CERTIFIED PUBLIC ACCOUNTANTS

Solicitation # SP470426F0065

Defense Logistics Agency

POSTED

DEADLINE

Financial Literacy and Capital Access Services

Veterans Benefits Administration (36C10D)

POSTED

DEADLINE

Request for Information -Public Accountant Contract Audit

Solicitation # F41999-27-Q-XXXX

FA9000 Af Naf Po

POSTED

CLOSED

B--Financial Review, Southwestern Indian Polytechnic

Solicitation # 140A2326Q0293

Indian Education Acquisition Office

POSTED

CLOSED

Request for Information (RFI) – Audit Remediation Services

Solicitation # HHM402-27-X-AUDIT

Virginia Contracting Activity

POSTED

DEADLINE

in about 22 hours

Financial Statement Auditing for NAFIs

FA9000 Af Naf Po

POSTED

CLOSED

Agency Financial Reporting (AFR) and Statement Preparation

Virginia Contracting Activity

POSTED

CLOSED

Federal Financial Audit Remediation & CAP Management

Virginia Contracting Activity

POSTED

CLOSED

Financial Internal Controls and Audit Compliance

Sac Frederick (36C10X)

POSTED

CLOSED

Independent Financial Statement Auditor

Jmd-Procurement Services Section

POSTED

DEADLINE

Financial and FISMA Audits

Solicitation # DOJ-PSS-2710

Jmd-Procurement Services Section

POSTED

DEADLINE

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS