Intent to Sole Source Financial Services for the Alternative Energy Revolving Loan Program (AERLP)

19 April 2024 Intent to Sole Source Financial Services for the Alternative Energy Revolving Loan Program (AERLP) The State intends to sole source the financial services for the AERLP, including financial review of new loan applications, execution of loan documents, and servicing of the current loan portfolio. 19 April 2024 Open 4/19/2024 2:00 PM MDT Type Intent to Sole Source Close 5/3/2024 2:00 PM MDT Number DEQ-SolSour2024-0157 Currency US Dollar Sealed Until 5/3/2024 2:00 PM MDT Payment Terms 0% 0, Net 30 19 April 2024 Contacts Rebecca Gregg Rebecca.Gregg@mt.gov Phone +1 406-444-3101 19 April 2024 Commodity Codes Commodity Code Description 1809 Financial Services - Financing 19 April 202419 April 202419 April 202419 April 202419 April 202419 April 202419 April 2024 mailto:Rebecca.Gregg@mt.gov The State intends to sole source the financial services for the AERLP,

including financial review of new loan applications, execution of loan documents, and servicing of the current loan portfolio. A more detailed scope of work is provided in Question 1.2. Vendors must follow the instructions set forth in this event to submit their response. The State will move forward with the Sole Source should no responsive or responsible responses be received. Vendors are encouraged to submit questions through the Q&A Board for anything they need clarifications. The Q&A Board is under Tools on the left-hand side of the page. For help pertaining to eMACS such as vendor registration, submitting a response, or any other technical eMACS questions, please contact the Help Desk at 406-444-3575. Description Required to View Event Prerequisites Required to Enter Bid 19 April 2024 1. Review and accept the Single Point of Contact information. 2. Review and accept the Q & A Board information. 3. Review and accept the Montana Time Zone information. 4. Review and accept the Intent to Sole Source notice. 5. Review and accept the Scope of Work / Statement of Work. 19 April 202419 April 202419 April 202419 April 202419 April 2024 Buyer Attachments There are no Buyer Attachments added to this event. 19 April 202419 April 202419 April 202419 April 2024 Questions Required Questions Group 1: Instructions: 1.1 Provide your full company name, address, and phone number. In addition, list the contact(s) for your company who can answer questions regarding your submitted response. Include contact(s) name, phone number, and email address. Include authorized signatory if different from liaison. 1.2 Download and review the attached Sole Source requirements. Upload a detailed description of your product/service. 1.3 Does your proposal contain confidential information? If you select Yes, another question will generate requiring an upload of your Trade Secret Affidavit. Offerors MUST also upload a redacted copy of their proposal under Supplier Attachments. 1.4 Offerors must upload a completed Trade Secret Affidavit. 1.5 Offeror must download and review the attached Cost Proposal document. Thoroughly address each item in the document and upload it to this question. 19 April 202419 April 202419 April 2024