WIFIA Financial Advisory Services 2017-2022 (WIFIA)

Ended Master IDIQ Awarded

Federal agency
Awardees
4
Task orders
28
Obligated
$3,847,320

Vehicle facts

Opportunity
  • SOLCI1600057 Solicitation number
Agency
Combined task order value
  • $5,781,558 Current, with exercised options
  • $9,253,345 Potential, with all options
Last date to order 100% complete
Shared ceiling 33% used
$11,675,000.00

IDV award and task order details come from SAM.gov/FPDS.

About this vehicle

The Environmental Protection Agency Office for Water established this Master IDIQ on May 30, 2017 to provide financial advisory services for Water Infrastructure Finance and Innovation Act (WIFIA) transactions, with ordering authority closed as of May 29, 2022. This vehicle is no longer active for new task orders.

The vehicle funded 28 delivery orders over its five-year lifecycle, with peak activity in 2019 when 12 orders were placed; ordering momentum declined sharply thereafter (5 orders in 2020, 3 in 2021, 2 in 2022). Combined potential value across all task orders is $9.3 million, of which $3.8 million has been obligated—42 percent. Task orders range from roughly $85,000 to $1.6 million in ceiling value, with typical durations of one to two years. All 28 orders carried no set-aside designation.

Four prime contractors shared the workload equally by order count but unevenly by value. Ernst & Young LLP led with 9 orders and $3.7 million combined potential value, followed by Deloitte Financial Advisory Services LLP with 5 orders and $2 million, Greengate LLC with 5 orders and $1.8 million, and Infrastructure Management Group Inc. with 9 orders and $1.7 million. A single customer—EPA Office for Water—placed all 28 orders, concentrating the entire vehicle's activity within one funding agency.

Work scope reflects WIFIA's mission: financial advisory support for creditworthiness reviews, loan negotiations, and structured finance across specific water infrastructure projects such as San Mateo-Foster City, Inland Empire Utilities Agency, Coachella, American Water St. Louis, Carlsbad Intake, and Silicon Valley Clean Water. Most orders were priced firm fixed price; a small subset used time-and-materials pricing. Geographic concentration followed the projects under review rather than administrative location.

This vehicle presents no current pursuit opportunity; ordering closed in May 2022. Firms seeking EPA water finance advisory work should monitor for successor vehicles or direct EPA solicitations.

Description

Water Infrastructure Finance and Innovation Act (WIFIA) Financial Advisory Services (2017-2022)

IDV awards

Latest task orders

Task order Awardee Awarding agency Obligated Last action
Wifia financial advisory support services 68HERC22F0124 Infrastructure Management Group Inc. SAB $137,272
Financial support services for wifia transactions: financial systems credit… 68HERC21F0134 Ernst & Young LLP SAB $175,861
Financial support services for wifia transactions: targeted assistance 68HERC20F0208 Infrastructure Management Group Inc. SAB $95,614
New task order for financial advisory services for american water ST louis… 68HERC19F0160 Ernst & Young LLP SAB $61,443
Wifia financial advisory support services 68HERC22F0125 Greengate LLC SAB $139,210
Financial support services for wifia transactions: financial systems credit… 68HERC21F0136 Greengate LLC SAB $48,606
Financial support services for wifia transactions: financial systems credit… 68HERC21F0135 Deloitte Financial Advisory Services LLP SAB $158,830
Closely associated - water infrastructure finance and innovation act (WIFIA)… 68HERC19F0124 Deloitte Financial Advisory Services LLP SAB $430,827
Financial systems credit multi-award FY19 68HERC20F0136 Infrastructure Management Group Inc. SAB $120,925
Financial systems credit multi-award FY19 68HERC20F0134 Ernst & Young LLP SAB $216,277
Financial support services for wifia loan creditworthiness review and… 68HERC19F0122 Ernst & Young LLP SAB $291,968
Financial advisory support services for wifia transactions: FY2018 second… 68HERC20F0078 Deloitte Financial Advisory Services LLP SAB $104,974
Financial systems credit multi-award FY19 68HERC20F0135 Greengate LLC SAB $261,250
Financial advisory support services for wifia transactions: FY2018 second… 68HERC20F0080 Infrastructure Management Group Inc. SAB $57,395
Financial advisory support services for wifia transactions: FY2018 second… 68HERC20F0079 Ernst & Young LLP SAB $154,700
Financial advisory support services for SAN mateo-foster city and inland empire… 68HERC19F0285 Ernst & Young LLP SAB $132,648
Financial advisory services: general obligation (go) projects 68HERC19F0155 Infrastructure Management Group Inc. SAB $114,790
Financial support services for wifia loan creditworthiness review and… 68HERC19F0125 Infrastructure Management Group Inc. SAB $142,890
Financial advisory services: carlsbad intake project 68HERC19F0159 Ernst & Young LLP SAB $100,341
Financial systems credit multi-award FY19 68HERC20F0137 Deloitte Financial Advisory Services LLP SAB $67,726
Coachella financial advisory support services 68HERC19F0272 Ernst & Young LLP SAB $68,410
Closely associated - financial support services for wifia loan creditworthiness… 68HERC19F0061 Infrastructure Management Group Inc. SAB $75,850
Water infrastructure finance and innovation act (WIFIA) program: financial… 68HERC19F0076 Infrastructure Management Group Inc. SAB $62,350
Closely associated - FA: SAN francisco PUC and SAN diego 0001 Ernst & Young LLP SAB $152,600
Closely associated 0001 Greengate LLC SAB $145,600
Show 15 more

Latest 25 of 28 listed here. See the rest on GovTribe.

Top awardees by obligations

Rank Awardee Obligated Share
1 Ernst & Young LLP $1,354,248 35%
2 Infrastructure Management Group Inc. $911,996 24%
3 Deloitte Financial Advisory Services LLP $903,001 23%
4 Greengate LLC $678,076 18%

Top funding agencies by obligations

Rank Funding agency Obligated Share
1 Environmental Protection Agency $3,847,320 100%

Obligations by fiscal year

Fiscal year Obligated
FY2026 -$489,535
FY2024 $113,241
FY2023 $221,865
FY2022 $78,139
FY2021 $556,038
FY2020 $1,213,812
FY2019 $1,554,196
FY2017 $599,564

Quick answers

What is the WIFIA contract vehicle?

WIFIA Financial Advisory Services 2017-2022 (WIFIA) is an indefinite delivery, indefinite quantity (IDIQ) contract vehicle run by Office of Water (Headquarters Offices), awarded on May 30, 2017.

Which companies hold WIFIA?

4 companies hold WIFIA's IDV awards, one each. The latest went to Greengate LLC on May 30, 2017. The awardees whose task orders obligated the most are Ernst & Young LLP, Infrastructure Management Group Inc. and Deloitte Financial Advisory Services LLP.

How much has been spent through WIFIA?

28 task orders have been placed under WIFIA, obligating $3,847,320. Their combined current value, with exercised options, is $5,781,558.

What is the shared ceiling of WIFIA?

WIFIA's shared ceiling is $11,675,000; its task orders have used 33% of it.

Which agencies use WIFIA the most?

The departments whose task orders under WIFIA obligated the most are Environmental Protection Agency ($3,847,320).

On GovTribe

See this vehicle's full record

  • Every IDV award and task order
  • Funding by agency, awardee, NAICS and set-aside
  • Teaming partners on this vehicle
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