Root Instance LLC

Root Instance LLC, a small-business limited liability company headquartered in Winchester, Virginia, delivers custom software development and case management system subscriptions to federal agencies as a prime contractor (46% of recent awards) and as a subcontractor on IT modernization programs, competing in full-and-open procurements with no set-aside designations across its prime footprint.

Root Instance's customer base is concentrated at two civilian agencies. The Department of Commerce's US Patent and Trademark Office accounts for seven awards and drives volume, while the US Agency for International Development anchors dollar value with two awards totaling $10.7 million in combined potential value — a $8.8 million delivery order from USAID's Bureau for Management Office of the Assistant Administrator for application production support and development of USAID Office of Security's case management system (ultimate completion September 30, 2026), and a $1.9 million delivery order from USAID's CFO office for the same scope. The Department of the Treasury's United States Mint accounts for three awards ($826 thousand combined potential value) centered on EntellitrakTM personnel security case management system subscriptions and enhancements, with a $116,170 firm fixed-price purchase order running through December 31, 2027, and a $460,282 small-business-set-aside definitive contract that completed December 31, 2025. Root Instance sits on the GSA Multiple Award Schedule, where two task orders carry $10.8 million in combined potential value. The vendor also performs IT services under the Business Oriented Software Solutions vehicle (USPTO) across seven task orders, though no dollar ceiling is specified in the source.

Capability work clusters around personnel security and case management systems, custom application development, and production support engineering. The USAID scope spans application production support and development for case management; the Mint work involves EntellitrakTM subscription, enhancement, and support services. Root Instance subcontracts to Halvik, LLC on Department of Commerce Patent Center development, modernization, enhancement, and operations and maintenance, with six modifications to the original subcontract award running from June 2024 through October 2025.

Activity shows two awards per year on average over the past five years (one in 2021, one in 2022, four in 2024, four in 2025, one in 2026), with two awards (combined potential value $2.1 million) reaching completion inside the next twenty-four months. SCI-reported invoicing of $3.4 million across FY2022 and FY2023 reflects a smaller federal services footprint; the dataset shows roughly 4.7 FTEs in FY2022, 6.8 FTEs in FY2023, and 0.2 FTEs in FY2024, reflecting the transition to the USAID delivery order and sub work under Halvik. On federal services contracts captured in SCI, median government-paid rates ran around $127/hr across labor delivered. Root Instance's GSA Schedule labor portfolio spans thirteen categories priced from $113–$185 per hour, including Quality Assurance Analyst, Application Engineer, Project Manager, and Software Architect roles, all requiring a bachelor's degree with no security clearances.

Root Instance operates as a delivery-oriented prime (46% of awards) and occasional subcontractor (54%), with minimal sub-engagement across its own prime contracts — SCI records show an eight percent sub-hours share on prime contracts with one named subcontractor — indicating the vendor builds its own delivery teams rather than leaning on subcontractor labor for federal work.