Financial advisory and/or complementary financial management services (underwriting)

Ended Awarded Last action

Contract number
20340625F00007
Awardee
Awarding agency
Obligated
$1,951,425

Award facts

Opportunity
  • RFQCDF20340622D00001TO Solicitation number
Contract value 100% obligated
$1,951,424.88 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
Set-aside
No set-aside
Competition
Not Competed Only One Source
Pricing
Firm Fixed Price
Place of performance
Washington, DC 20005, USA
Legislative mandates

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Other Administrative Action P00002 $0
Other Administrative Action P00001 $0
Original award $1,951,425

About this award

The Community Development Financial Institutions Fund awarded a $1.95 million firm fixed-price delivery order to Archetype I LLC for financial advisory and complementary financial management services, including underwriting support. The work will be performed in Washington, DC, with a completion date of December 31, 2025. This delivery order was issued under Archetype I LLC's single-award Indefinite Delivery Vehicle (IDV) contract with CDFI Fund valued at $8.34 million, which focuses on financial advisory and management services. The award includes a modification to change the Contracting Officer's Representative. No set-aside designation was applied to this particular delivery order.

Archetype I LLC is a woman-owned and Black American-owned small business based in Washington, DC, certified as an SBA 8(a) Joint Venture. The company specializes in financial advisory, management consulting, and technical support services across multiple federal agencies. Beyond its CDFI Fund IDV, Archetype I LLC also holds a multiple-award OASIS Small Business contract through the General Services Administration, which enables it to compete for professional services task orders government-wide. The contractor has successfully delivered similar services to agencies including the Departments of Treasury, Transportation, Army, and Energy, demonstrating established capability in financial capacity assessments, underwriting support, and portfolio management services.

Quick answers

Who was awarded contract 20340625F00007?

20340625F00007 was awarded to Archetype I LLC by Bureau of the Fiscal Service (Department of the Treasury) on February 1, 2025.

How much is contract 20340625F00007 worth?

The government has obligated $1,951,425 on 20340625F00007.

Which agency awarded contract 20340625F00007?

Bureau of the Fiscal Service (Department of the Treasury) awarded 20340625F00007, with funding from Community Development Financial Institutions Fund (Department of the Treasury).

Is contract 20340625F00007 an order under another contract?

Yes. 20340625F00007 is a delivery order under 20340622D00001, an indefinite delivery contract.

Was contract 20340625F00007 competed?

The extent of competition for 20340625F00007 was not competed.

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