Financial advisory and/or complementary financial management services (underwriting)
Ended Awarded Last action
- Contract number
- 20340624F00009
- Awardee
-
Archetype I LLC UEI V5GUTNN46EK6
- Awarding agency
-
Bureau of the Fiscal Service
Department of the Treasury
- Obligated
- $1,252,132
Award facts
- Opportunity
-
- RFQCDF20340622D00001TO Solicitation number
- Contract value 100% obligated
- $1,252,131.80 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 |
|---|---|---|
| Funding Only Action | -$661,756 | |
| Original award | $1,913,888 |
About this award
This delivery order, awarded to Archetype I LLC on March 23, 2024, provides financial advisory and complementary financial management services, specifically underwriting support, to the Community Development Financial Institutions Fund (CDFI Fund). The contract carries a ceiling value of $1.25M with a firm fixed-price structure and is scheduled for completion by December 31, 2024. A modification to the award de-obligated $661,756.03 in unused funds, reflecting the actual scope of services required. The contract was issued without a set-aside designation, though Archetype I LLC maintains an SBA Certified 8(a) Joint Venture certification. The work will be performed in Washington, D.C., where the CDFI Fund, a component of the U.S. Department of the Treasury, administers programs to promote economic development and expand access to financial services in underserved communities.
Archetype I LLC, a woman-owned and Black American-owned small business based in Washington, D.C., secured this delivery order through its single-award Indefinite Delivery Vehicle (IDV) with the CDFI Fund valued at $8.34M, which focuses on financial advisory and management services. The company specializes in providing professional services to federal agencies, including financial capacity assessments, underwriting support, and portfolio management across multiple government sectors. In addition to this 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 the firm to compete for task orders across various federal agencies including the Departments of Treasury, Transportation, and Energy.
Quick answers
Who was awarded contract 20340624F00009?
20340624F00009 was awarded to Archetype I LLC by Bureau of the Fiscal Service (Department of the Treasury) on March 23, 2024.
How much is contract 20340624F00009 worth?
The government has obligated $1,252,132 on 20340624F00009.
Which agency awarded contract 20340624F00009?
Bureau of the Fiscal Service (Department of the Treasury) awarded 20340624F00009, with funding from Community Development Financial Institutions Fund (Department of the Treasury).
Is contract 20340624F00009 an order under another contract?
Yes. 20340624F00009 is a delivery order under 20340622D00001, an indefinite delivery contract.
Was contract 20340624F00009 competed?
The extent of competition for 20340624F00009 was not competed.
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