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Loan Underwriting and Portfolio Management

Active

State & Local

Response Deadline09/28/2026, 10:00:00 AM UTC

Contract Overview

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

AI Contract Overview

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The Loan Underwriting and Portfolio Management subcontract, issued by the Vermont Department of Economic Development, involves providing financial evaluation and lifecycle management for prime contractors on Efficiency Vermont Home Energy Loan projects. The selected provider will underwrite loans for condos, mobile homes, and 1-4 family housing, with individual loan caps set at 25,000 dollars and maximum terms of 15 years. To execute these services, the contractor must hold a Vermont Department of Financial Regulation Lender License and utilize specialized loan management software and credit reporting interfaces. Key deliverables include the submission of approved loan packages and the provision of monthly portfolio status reports. The response deadline for this opportunity is September 28, 2026.

General Info

Vermont DED subcontract for home energy loan underwriting and portfolio management services.

Agency

Vermont → Department of Economic DevelopmentView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

VT, USA

Set-Aside

NONE

Documents

This scope was carved out of 75041.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Home Energy Loan 2027-2029

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedAug 10

subcontract

Response DeadlineSep 28

Submission deadline

Response Deadline

09/28/2026, 10:00:00 AM UTCin 16 days

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Organization & Contact Information

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AgencyVermont → Department of Economic Development

ContactsNo contacts available

OfficeN/A

Organization / Agency

Vermont → Department of Economic Development

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs financial evaluation and loan lifecycle management for prime contractors on Efficiency Vermont Home Energy Loan projects. Underwrites loans for 1-4 family housing, mobile homes, and condos with a $25,000 cap and terms up to 15 years. Utilizes loan management software and credit reporting interfaces. Requires a Vermont Department of Financial Regulation Lender License. Delivers approved loan packages and monthly portfolio status reports.

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