Contact and place of performance
Michael Pasquella
Washington, DC 20527
USA
This overall notice will be open for a twelve-month period from the date of posting, unless otherwise revised or superseded by a subsequent version of the notice. Submission may be made at any point while the notice is open. Multiple agreements are anticipated and subject to change, dependent upon the priorities and relevance to DFC brokerage needs. It is anticipated that the notice may receive a large volume of subm...
View moreSee attachment one for the current status of each region pool.
REQUIREMENTS:
INSTRUCTIONS:
Entities that would like to be considered to provide brokerage accounts at DFC, may make a submission at any time for consideration. All submissions must answer the below 1-9. Submissions will be reviewed and catalogued in an interested parties list. Submissions will be kept on file for the duration of the notice and disposed of at its expiration. When brokerage accounts for regions are required to support DFC mission, the interested parties list will be reviewed for the required region, and entities will be selected for an agreement on a best value basis for an award. Multiple agreements may be made for each region, based on agency need. Additionally, DFC may close region pools when the need is fulfilled. When selecting an entity for a transaction, all entities in the region pool will be considered. DFC may make selections outside of the region pool.
All submissions should be made to [email protected].
Offerors are expected to provide the requested information (below) as a part of their proposal:
Successful entities will be required to register and obtain a SAM.gov account prior to entering into an agreement. While the registration process is free, it can take a significant amount of time. Therefore, parties interested in a potential opportunity with DFC are encouraged to go to SAM.gov and begin registration at the earliest point possible.
The United States International Development Finance Corporation (DFC) Office of Acquisition issued this special notice to identify brokerage firms capable of facilitating the sale and trading of publicly traded securities. DFC requires these services to manage equity and other securities acquired through its global investment activities, with a focus on settlement and trading at the agency’s discretion. This requirement is classified under PSC R710 for Financial Support Management and NAICS 523120 for Securities Brokerage. While the agency seeks licensed firms operating in various global markets, there is a strong preference for experienced brokerages in the emerging markets of Latin America, Southeast Asia, South Asia, Eastern Europe, and Africa. Immediate needs are identified in India, Brazil, and Mexico.
This notice, identified by solicitation number 77344425R0006, serves as a continuous call for submissions through July 30, 2027. Submissions will be cataloged into an interested parties list and organized into regional pools. When DFC identifies a mission-specific need for a brokerage account, it will select entities from these pools on a best-value basis for an agreement. Multiple agreements are anticipated and may be executed using any appropriate contract type, though the agency reserves the right to make selections outside of the established pools. There is no specific set-aside for this opportunity, and all performance will be coordinated through the DFC headquarters in Washington, DC.
Interested firms must submit comprehensive details regarding their brokerage services, fee structures, and exchange licenses to Michael Pasquella. Submissions should include a list of local affiliates in countries where services are not provided directly, average trading volumes in active emerging markets, and evidence of experience serving institutional investors such as multilateral development banks or sovereign wealth funds. Prospective partners must be registered in SAM.gov before entering into an agreement. Two versions of an attachment detailing current broker pools are available, with the most recent update posted on May 21, 2026.
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