Financial advisory and/or complementary financial management services (underwriting)
Ended Awarded Last action
- Contract number
- 20340623F00018
- Awardee
-
Archetype I LLC UEI V5GUTNN46EK6
- Awarding agency
-
Bureau of the Fiscal Service
Department of the Treasury
- Obligated
- $453,844
Award facts
- Contract value 100% obligated
- $453,844.49 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Contracting staff
- Funding agency
- Community Development Financial Institutions Fund Department of the Treasury
- NAICS code
- 541611 Administrative Management and General Management Consulting Services
- Set-aside
- No set-aside
- Competition
- Not Competed Only One Source
- Pricing
- Firm Fixed Price
- Place of performance
- Washington, DC 20005, USA
- Legislative mandates
-
- Service Contract Inventory FAR subpart 4.17
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Other Administrative Action | -$772,445 | |
| Original award | $1,226,290 |
About this award
The Community Development Financial Institutions Fund awarded a $453,844.49 firm fixed-price delivery order to Archetype I LLC on May 15, 2023, for financial advisory and complementary financial management services focused on underwriting activities. The contract, which completed on December 31, 2023, was issued without a set-aside designation. This delivery order was executed under Archetype I LLC's single-award Indefinite Delivery Vehicle (IDV) with the CDFI Fund valued at $8,337,369.60, which provides a framework for the agency to procure ongoing financial advisory and management services. The work was performed in Washington, DC.
Archetype I LLC is a woman-owned and Black American-owned small business certified as an SBA 8(a) Joint Venture, based in Washington, DC. The company specializes in financial advisory, management, research, and technical support services across multiple federal agencies, including the Departments of Treasury, Transportation, Army, and Energy. In addition to its CDFI Fund IDV, Archetype I LLC holds a multiple-award OASIS Small Business contract through the General Services Administration with a potential ceiling value of nearly $1 trillion, enabling it to compete for professional services task orders across the federal government. The firm's expertise in financial capacity assessments, underwriting support, and portfolio management aligns with the Community Development Financial Institutions Fund's mission to expand access to financial products and services in underserved communities.
Quick answers
Who was awarded contract 20340623F00018?
20340623F00018 was awarded to Archetype I LLC by Bureau of the Fiscal Service (Department of the Treasury) on May 15, 2023.
How much is contract 20340623F00018 worth?
The government has obligated $453,844 on 20340623F00018.
Which agency awarded contract 20340623F00018?
Bureau of the Fiscal Service (Department of the Treasury) awarded 20340623F00018, with funding from Community Development Financial Institutions Fund (Department of the Treasury).
Is contract 20340623F00018 an order under another contract?
Yes. 20340623F00018 is a delivery order under 20340622D00001, an indefinite delivery contract.
Was contract 20340623F00018 competed?
The extent of competition for 20340623F00018 was not competed.
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