Financial credit modeling services

Ended Indefinite Delivery Contract Awarded Last action

Contract number
73351020D0003
Awardee
Awarding agency
Task orders
18 $7,224,923 obligated

Award facts

Opportunity
Combined order value
  • $7,224,923 Current, with exercised options
  • $7,319,061 Potential, with all options
Last date to order 100% complete
IDV ceiling 90% used
$8,000,000.00
Maximum order
$3,500,000.00
Award type
Single award
Who can order
Only the awarding agency
Contracting staff
Funding agency
Office of Performance Management and the Chief Financial Officer Small Business Administration
Set-aside
Total Small Business
Competition
Competed under SAP · 5 offers Simplified Acquisition
Pricing
Order Dependent (IDV only)
Legislative mandates

Award details come from SAM.gov/FPDS.

About this IDV

The key products and services being delivered under this federal contract IDV award are financial modeling, credit modeling, budget preparation, and other technical support services for various civilian federal agencies, including the U.S. Small Business Administration (SBA) and the Department of the Treasury.

The prime contractor, FI Consulting, Inc., a small business Subchapter S Corporation, has been awarded multiple task orders under this $8 million Indefinite Delivery Contract to provide services such as Paycheck Protection Program (PPP) compliance support, Economic Injury Disaster Loan (EIDL) reestimation, data management for the SBA's Enterprise Learning and Information Performance System (ELIPS), fraud risk management, and budget services across the government. The contract, which was competitively awarded as a total small business set-aside, allows for firm-fixed-price, labor-hour, and time-and-materials pricing structures. Work is performed primarily in the Rosslyn, Virginia and Washington, D.C. areas. The contract has a period of performance through July 2025.

Task orders

Task order Ordering agency Obligated Awarded
Ofam modeling services and budget preparation technical assistance 73351025F0019 Federal Acquisition Service $458,736
Covid eidl reestimate support for the office of the chief financial officer small business administration. 73351024F0059 Federal Acquisition Service $168,588
Task order for elips data management support 73351023F0112 Office of Performance Management and the Chief Financial Officer $73,836
Task order for ad-hoc OII modeling support services 73351023F0110 Office of Performance Management and the Chief Financial Officer $39,670
Fraud risk management support 73351023F0071 Office of Performance Management and the Chief Financial Officer $99,996
LRT enhancements-7 months 73351022F0157 Office of Performance Management and the Chief Financial Officer $674,638
Task order - budget services support 73351022F0158 Office of Performance Management and the Chief Financial Officer $636,889
Ad-hoc modeling and covid eidl 73351022F0068 Office of Performance Management and the Chief Financial Officer $529,055
Modeling services and budget preparation including PPP and 504 programs. 73351022F0020 Office of Performance Management and the Chief Financial Officer $1,322,933
LRT enhancements 73351021F0158 Office of Performance Management and the Chief Financial Officer $1,124,169
Budget services support beginning in FY21 73351021F0178 Office of Performance Management and the Chief Financial Officer $222,145
Ad-hoc modeling services support 73351021F0149 Office of Performance Management and the Chief Financial Officer $44,546
Task order for 504 modeling services for ocfo. 73351021F0068 Office of Performance Management and the Chief Financial Officer $116,342
Modeling services, new task order, PPP RE-estimate model services 73351021F0071 Office of Performance Management and the Chief Financial Officer $78,503
Ocrm loan review tool enhancements 73351020F0249 Office of Performance Management and the Chief Financial Officer $1,082,120
Ocfo ad hoc modeling services covid-19 funding: $37,005.47 73351020F0248 Office of Performance Management and the Chief Financial Officer $125,469
Ocfo ad-hoc budget services 73351020F0246 Office of Performance Management and the Chief Financial Officer $80,626
Modeling services and budget preparation 73351020F0219 Office of Performance Management and the Chief Financial Officer $346,663
Show all 18

Transactions

Action Obligated Date
Transfer Action ADMTRA · In accordance with executive order 14240, eliminating waste and saving taxpayer dollars by consolidating procurement, this award is being administratively… $0
Supplemental Agreement for work within scope P00005 · P00005 change CO and increase IDIQ ceiling financial credit modeling services. $0
Other Administrative Action P00004 $0
Other Administrative Action P00003 · Financial credit modeling services. The purpose of this modification is to administratively change the contracting officer from rachelle colon-serna to… $0
Other Administrative Action P00002 $0
Other Administrative Action P00001 $0
Original award $0

Quick answers

Who was awarded contract 73351020D0003?

73351020D0003 was awarded to FI Consulting, Inc. by Federal Acquisition Service (General Services Administration) on July 20, 2020.

How much is contract 73351020D0003 worth?

Orders under 73351020D0003 have obligated $7,224,923. Their combined potential value, with all options, is $7,319,061. 73351020D0003's own ceiling is $8,000,000. A single order can be worth up to $3,500,000.

How many orders have been placed under contract 73351020D0003?

18 orders have been placed under 73351020D0003, the latest on March 1, 2025.

Which agency awarded contract 73351020D0003?

Federal Acquisition Service (General Services Administration) awarded 73351020D0003, with funding from Office of Performance Management and the Chief Financial Officer (Small Business Administration).

Who can order from contract 73351020D0003?

73351020D0003 is a single award indefinite delivery contract. Only the awarding agency can place orders on it.

Was contract 73351020D0003 competed?

The extent of competition for 73351020D0003 was competed under sap. The government received 5 offers. It was set aside: Total Small Business.

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