Private equity investment advisors services.
Active Indefinite Delivery Contract Awarded Last action
- Contract number
- 77344422D0002
- Awardee
-
Upwelling Capital Group LLC UEI ZVABW3SH9MU7
- Awarding agency
- International Development Finance Corporation
- Task orders
- 1 $180,000 obligated
Award facts
- Opportunity
-
- Virtual Industry Day - Private Equity Investment Advisors Services Special Notice · 77344421Q0040 · Posted May 13, 2021
- Combined order value
-
- $180,000 Current, with exercised options
- $407,200 Potential, with all options
- Last date to order 98% complete
- IDV ceiling 4% used
- $5,000,000.00
- Maximum order
- $1,000.00
- Award type
- Multiple award
- Who can order
- Only the awarding agency
- NAICS code
- 523930 Investment Advice
- PSC
- R499 Support- Professional: Other
- Set-aside
- No set-aside
- Competition
- Full and Open Competition · 13 offers Negotiated Proposal / Quote
- Pricing
- Order Dependent (IDV only)
Award details come from SAM.gov/FPDS.
About this IDV
The International Development Finance Corporation awarded a multiple-award indefinite delivery contract with a potential value of $5,000,000 to provide private equity investment advisory services. Upwelling Capital Group LLC was issued a firm fixed price delivery order worth $407,200 under the contract to conduct due diligence on up to six private funds and their managers. Services will be performed in Washington, D.C. from February 2022 through February 2024.
The originating solicitation sought these investment advisory and consulting services to support the agency's Office of Investment Funds in virtually or on-site reviewing funds and conducting associated due diligence. A pre-solicitation industry day was held in May 2021 to provide an overview of the office's strategy and requirements for the forthcoming acquisition, which was to be publicly posted on beta.SAM.gov for 30 days under Solicitation 77344421R0004. The scope aims to procure advisory capabilities to analyze potential private equity investments and conduct manager evaluations, in support of the International Development Finance Corporation's work investing in development projects.
Task orders
| Task order | Ordering agency | Obligated | Awarded |
|---|---|---|---|
| Investment consulting services to support work in reviewing and performing virtual and/or on-site due diligence for… | International Development Finance Corporation | $180,000 |
Quick answers
Who was awarded contract 77344422D0002?
77344422D0002 was awarded to Upwelling Capital Group LLC by International Development Finance Corporation on November 17, 2021.
How much is contract 77344422D0002 worth?
Orders under 77344422D0002 have obligated $180,000. Their combined potential value, with all options, is $407,200. 77344422D0002's own ceiling is $5,000,000. A single order can be worth up to $1,000.
How many orders have been placed under contract 77344422D0002?
1 order has been placed under 77344422D0002, the latest on February 9, 2022.
Who can order from contract 77344422D0002?
77344422D0002 is a multiple award indefinite delivery contract. Only the awarding agency can place orders on it.
Was contract 77344422D0002 competed?
The extent of competition for 77344422D0002 was full and open competition. The government received 13 offers.
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