GovChime
AWARDDEFINITIVE CONTRACTOther than small business

Definitive contract 50310219C0053INSTITUTIONAL SHAREHOLDER SERVICES INC.

Overview

Award facts

Net obligations
$328.22K
$328,224of $328.22K potential value
Outlays (paid to date)
$265.15K
$265.15K paid of $328.22K obligated$265,153
Period of performance
Jul 1, 2019 to Jun 30, 2024
Ended
Modifications
6
Latest action Jan 23, 2025
Contract type
Definitive contract
PIID 50310219C0053

Contract value is the most the government could spend; obligations are what it has legally committed; outlays are what it has actually paid.

Description of requirement

ACCESS TO CURRENT AND HISTORICAL PROXY VOTING RESULTS DATA

Dates and value

Award date
Signed on Jun 27, 2019
Potential end of performance
Jun 29, 2024
Current value
$328,224Base and exercised options
Potential value (if all options are exercised)
$328,224

Obligations by fiscal year of action

  • FY2025: -$1 (de-obligation)
  • FY2023: $68,270
  • FY2022: $66,931
  • FY2021: $65,619
  • FY2020: $64,332
  • FY2019: $63,071

Total across 6 fiscal years: $328,224

Net de-obligation in that fiscal year (obligations withdrawn).

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Jan 23, 2025. View on USAspending · Recipient on SAM.gov

Recipient

NameINSTITUTIONAL SHAREHOLDER SERVICES INC.
LocationROCKVILLE, MD
UEIWJHCECWJW8Y7
CAGE code5CTF0
Business sizeOther than small businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt
Parent companyINSTITUTIONAL SHAREHOLDER SERVICES INC.

Business types and certifications

For-profit organizationCorporation (not tax-exempt)

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Securities And Exchange Commission
Funded by
  1. Securities And Exchange Commission
Funded from
Other program offices; Agency direction and administrative supportProgram activities050-0100Federal accounts (agency financial reports)

Place of performance

Place of performance
Washington, District Of Columbia County, District Of Columbia 20549-0003
Congressional district (place of performance)
DC-98As reported at the time of the action

Classification and competition

Classification

NAICS
541219OTHER ACCOUNTING SERVICES
Product or service (PSC)
D317IT AND TELECOM- WEB-BASED SUBSCRIPTION (service)

Competition

Extent competed
Not competed under SAPG
Reason not competed
SAP non-competition (FAR 13)SP2
Solicitation procedures
Simplified acquisitionSP1
Set-aside
No set-aside used
Contract pricing
Firm fixed priceJ
Offers received
1

Solicitation and notices

Solicitation ID
50310219R0011
Notices

Contract details

Subcontracting plan
Plan not requiredB
Cost Accounting Standards clause
Not applicable exempt from CASX
Certified cost or pricing data
No
Commercial procedures
Commercial products/servicesA
Government-furnished property
Transaction does not use GFE/GFPN
Bundled requirement
Not bundledH
Consolidated requirement
Not consolidatedD
Undefinitized action (terms not final)
No
Multi-year contract
No
Performance-based service acquisition
No - service where PBA is not used.N

Transaction history

Modification history

Base award
Jun 27, 2019Base obligation at award: $63,071
Latest action
Jan 23, 2025 — CloseoutModification P00006; obligation change -$1; administrative: no change in scope or value
Latest substantive action
Apr 12, 2023 — Option exercisedModification P00005; obligation change +$68,270
Actions by type
  • Base award1
  • Option exercised3
  • Supplemental agreement (within scope)2
  • Closeout1
7 actions recorded, Jun 27, 2019 to Jan 23, 2025; each action counted once.

All contract data

All contract data

Every other field reported for this award, as of its latest reported action

Competition

Evaluation preference
No preference used
Local area set-aside
No
Synopsized publicly (SAM.gov / FedBizOpps)
Yes
Simplified procedures for commercial items
Yes
A-76 (FAIR Act) action
No

Pricing and financing

Paid by purchase card
No
Latest action: change in base and exercised options
-$1
Latest action: change in base and all options
-$1

Socio-economic and policy

Inherently governmental functions
Other functionsOT
Recovered materials and sustainability
No clauses included and no sustainability includedC
EPA-designated product
Not requiredE
Clinger-Cohen Act planning (IT)
No

Place and origin

Domestic or foreign entity
U.S. owned businessA
Country of product or service origin
United statesUSA
Place of manufacture
Not a manufactured end productC

Structure

Award or IDV
Award
Award type
Definitive contractD
Awarding agency code
5000
Awarding sub-tier code
5000
Contracting office code
503102
Transactions recorded under this award key
7

Funding

Funding agency code
5000
Funding sub-tier code
5000
Funding office code
503102
Treasury accounts
  • 050-X-0100-000
Object classes
  • 25.7: Operation and maintenance of equipment
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression