Financial advisory and/or complementary financial management services

Active Indefinite Delivery Contract Awarded Last action

Contract number
20340622D00001
Awardee
Awarding agency
Task orders
12 $8,138,684 obligated

Award facts

Opportunity
  • 20340622R00002 Solicitation number
Combined order value
  • $8,138,684 Current, with exercised options
  • $8,209,684 Potential, with all options
Last date to order 94% complete
IDV ceiling 98% used
$8,337,369.60
Maximum order
$8,337,369.60
Award type
Single award
Who can order
Only the awarding agency
Funding agency
Community Development Financial Institutions Fund Department of the Treasury
Set-aside
No set-aside
Competition
Not Competed · 1 offer Only One Source
Pricing
Firm Fixed Price
Legislative mandates

Award details come from SAM.gov/FPDS.

About this IDV

The Community Development Financial Institutions Fund awarded a single-award indefinite-delivery contract to Archetype I LLC on February 14, 2022, with a ceiling of $8,337,369.60 and an ultimate completion date of February 13, 2027. Archetype I LLC is an SBA-certified 8(a) joint venture, woman-owned and Black American-owned small business. The contract carries no set-aside restriction.

Place of performance is Washington, DC. The IDIQ procures financial advisory and complementary financial management services, including underwriting support, research and data analyst services, and financial capacity assessments.

The contract structure includes a base period plus option periods through February 2027. Delivery orders issued under this IDIQ are priced on a firm fixed-price basis.

Recent task-order activity includes a $928,523.82 order issued July 31, 2026, for financial advisory services with completion by February 13, 2027; a $230,191.76 order issued April 28, 2026, for financial advisory and management services extending to April 27, 2027; and a $314,581.08 order issued April 28, 2025, for financial advisory services completing April 27, 2026. A $1,951,424.88 underwriting-focused delivery order was issued February 1, 2025, completing December 31, 2025. Earlier orders include $1,252,131.80 for underwriting support (March 23, 2024), $303,118.76 for financial advisory services (April 1, 2024), and a $708,333.26 research and data analyst services order issued February 14, 2022, extending through October 31, 2026. Combined delivery-order value across the vehicle approximates $7.3 million.

Task orders

Task order Ordering agency Obligated Awarded
Financial advisory and/or complementary financial management services 20340626F00010 Bureau of the Fiscal Service $928,524
Financial advisory and/or complementary financial management services 20340626F00008 Bureau of the Fiscal Service $230,192
Financial advisory and/or complementary financial management services 20340625F00012 Bureau of the Fiscal Service $314,581
Financial advisory and/or complementary financial management services (underwriting) 20340625F00007 Bureau of the Fiscal Service $1,951,425
Financial advisory and/or complementary financial management services 20340624F00010 Bureau of the Fiscal Service $303,119
Financial advisory and/or complementary financial management services (underwriting) 20340624F00009 Bureau of the Fiscal Service $1,252,132
Ocpe research and data analyst services. 20340624F00004 Bureau of the Fiscal Service $224,532
Financial advisory and/or complementary financial management services (underwriting) 20340623F00018 Bureau of the Fiscal Service $453,844
FY23 financial serv archetype renewal 20340623F00013 Bureau of the Fiscal Service $296,804
Financial advisory and/or complementary financial management services 20340622F00006 Bureau of the Fiscal Service $272,953
Financial advisory and/or complementary financial management services (underwriting) 20340622F00007 Bureau of the Fiscal Service $1,202,245
Office of certification and policy evaluation (ocpe) research and data analyst services 20340625F00014 Bureau of the Fiscal Service $708,333
Show all 12

Transactions

Action Obligated Date
Other Administrative Action P00008 $0
Supplemental Agreement for work within scope P00007 $0
Other Administrative Action P00006 $0
Exercise an Option P00005 $0
Other Administrative Action P00004 $0
Other Administrative Action P00003 $0
Other Administrative Action P00002 $0
Other Administrative Action P00001 $0
Original award $0

Quick answers

Who was awarded contract 20340622D00001?

20340622D00001 was awarded to Archetype I LLC by Bureau of the Fiscal Service (Department of the Treasury) on February 14, 2022.

How much is contract 20340622D00001 worth?

Orders under 20340622D00001 have obligated $8,138,684. Their combined potential value, with all options, is $8,209,684. 20340622D00001's own ceiling is $8,337,370. A single order can be worth up to $8,337,370.

How many orders have been placed under contract 20340622D00001?

12 orders have been placed under 20340622D00001, the latest on July 31, 2026.

Which agency awarded contract 20340622D00001?

Bureau of the Fiscal Service (Department of the Treasury) awarded 20340622D00001, with funding from Community Development Financial Institutions Fund (Department of the Treasury).

Who can order from contract 20340622D00001?

20340622D00001 is a single award indefinite delivery contract. Only the awarding agency can place orders on it.

Was contract 20340622D00001 competed?

The extent of competition for 20340622D00001 was not competed. The government received 1 offer.

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