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AWARDDOSmall business

Do DEDT0000345TAYLOR ADVISORS INC

Overview

Award facts

Period of performance
Jun 29, 2012 to Apr 16, 2013
Ended
Modifications
7
Latest action Jun 29, 2012
Contract type
Do
PIID DEDT0000345

Description of requirement

INVESTMENT ADVISORY SERVICES FIXED PRICE CONTRACT 1-YEAR BASE PERIOD, PLUS FOUR 1-YEAR OPTIONS

Dates and value

Award date
Signed on Apr 17, 2009
Potential end of performance
Apr 15, 2013
Parent contract vehicle
GS23F0046U — 3 orders recorded under it

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Jun 29, 2012. View on USAspending · Recipient on SAM.gov

Recipient

NameTAYLOR ADVISORS INC
LocationLOUISVILLE, KY
UEIH8LMKKY1ADJ3
Business sizeSmall businessSize at award, per the contracting officer
Parent companyTAYLOR ADVISORS INC

Business types and certifications

Corporation (not tax-exempt)

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Department of Energy
  2. HEADQUARTERS PROCUREMENT SERVICES
Funded by
  1. Department of Energy
  2. HEADQUARTERS PROCUREMENT SERVICES

Place of performance

Place of performance
Louisville, Jefferson County, Kentucky 40223-5394 United States Of America
Congressional district (place of performance)
KY-03As reported at the time of the action

Classification and competition

Classification

NAICS
522310MORTGAGE AND NONMORTGAGE LOAN BROKERS
Product or service (PSC)
R710SUPPORT- MANAGEMENT: FINANCIAL (service)

Competition

Extent competed
Full and open competitionA
Solicitation procedures
Subject to multiple award fair opportunityMAFO
Set-aside
No set-aside used
Contract pricing
Firm fixed priceJ
Offers received
2

Solicitation and notices

Solicitation ID
RFQ335546(as reported)

Contract details

Major program
Investment advisory services
Cost Accounting Standards clause
Not applicable exempt from CASX
Service Contract Act labor standards
No
Government-furnished property
Transaction does not use GFE/GFPN
Bundled requirement
Not a bundled requirementD
Consolidated requirement
No
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
Apr 17, 2009Base obligation at award: $69,000
Latest action
Jun 29, 2012 — Other administrative actionModification 8; administrative: no change in scope or value
Latest substantive action
Mar 16, 2012 — Option exercisedModification 7
Actions by type
  • Base award1
  • Other administrative action4
  • Option exercised3
8 actions recorded, Apr 17, 2009 to Jun 29, 2012; 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
Synopsized publicly (SAM.gov / FedBizOpps)
Yes
Simplified procedures for commercial items
No

Pricing and financing

Paid by purchase card
No

Socio-economic and policy

EPA-designated product
Not requiredE
Construction wage rates (Davis-Bacon)
No

Place and origin

Domestic or foreign entity
U.S. owned businessA

Structure

Award or IDV
Award
Award type
DoC
Parent vehicle agency
Federal Acquisition Service4730
Awarding agency code
8900
Awarding sub-tier code
8900
Contracting office code
00001
Transactions recorded under this award key
8

Funding

Funding agency code
8900
Funding sub-tier code
8900
Funding office code
00001