Educational and Capacity Building Services

The Department of the Treasury Community Development Financial Institutions Fund established this Master IDIQ for educational and capacity building services, with the ordering period closed since August 5, 2015. This vehicle is no longer active for new task-order procurement.

The IDIQ was awarded August 3, 2010, and generated 19 task orders over a four-year span, with activity concentrated in 2010 and 2013–2014. The combined potential value across all task orders is $12 million, with $11.8 million obligated (98% of the vehicle's ceiling). The most recent order was placed September 22, 2014. All 19 task orders were unrestricted, competitive awards.

Work under the vehicle centered on capacity building and technical assistance for Community Development Financial Institutions, including training programs, impact evaluation of CDFI initiatives, strengthening of small and emerging CDFIs, microfinance capacity improvement, minority depository institution development, health center financing support, business lending markets initiatives, liquidity and capitalization services, portfolio management and risk assessment, and foreclosure prevention. Most orders carried firm fixed pricing.

Opportunity Finance Network led the field by potential value, with $5.7 million across five orders, followed by Neighborhood Reinvestment Corporation with $3.5 million across six orders. Deloitte Financial Advisory Services LLP held four orders valued at $1.7 million combined; Reznick Group, P.C., three orders at $1 million; and Inclusiv, Inc., one order at $50 thousand. All 19 orders funded the same customer agency.

Task-order values ranged from $44,909 to $1.77 million, with typical durations of 12–24 months. The two largest single orders were the Healthy Food Initiative ($1.77 million, September 2010) and community health center financing training and assistance ($1.26 million, February 2013). Two orders in 2010 included minimum guarantee language; one carried a $0 ceiling.

Educational and Capacity Building Services for the Bureau of the Fiscal Service.