WIFIA Financial Advisory Services 2017-2022 (WIFIA)

The Water Infrastructure Finance and Innovation Act (WIFIA) Financial Advisory Services 2017-2022 is a multiple-award indefinite delivery/indefinite quantity (IDIQ) contract vehicle established by the Environmental Protection Agency's (EPA) Office of Water to provide specialized financial advisory services for water infrastructure projects. The contract vehicle supports the WIFIA program by delivering comprehensive financial analysis, credit risk modeling, transaction advisory, and loan support services for regionally and nationally significant water and wastewater infrastructure initiatives. These services are designed to help the EPA evaluate, structure, and facilitate credit assistance for critical water infrastructure investments through low-interest federal loans and credit support mechanisms.

The contract vehicle has been primarily utilized by four prime contractors: Greengate LLC, Ernst & Young LLP, Deloitte Financial Advisory Services LLP, and Infrastructure Management Group Inc. Delivery orders typically range from approximately $85,000 to $1,595,360, with performance periods generally spanning one to four years. The task orders consistently focus on financial support services such as creditworthiness reviews, loan negotiations, financial systems credit analysis, and targeted assistance for specific water infrastructure projects across the United States. None of the delivery orders included small business set-asides, and most were awarded as firm fixed-price contracts, with a few time and materials arrangements. Performance locations are predominantly in Washington, D.C., and the task orders support various water infrastructure entities including state revolving funds, utilities, and specific municipal water projects.