GovChime
AWARDDEFINITIVE CONTRACTOther than small business

Definitive contract IND08PC75249S E I INVESTMENTS MANAGEMENT CORPORATION

Overview

Award facts

Net obligations
$190.61M
$190,613,784of $212.71M potential value
Outlays (paid to date)
$6.42M
$6.42M paid of $190.61M obligated$6,419,459
Period of performance
Aug 1, 2008 to Oct 11, 2019
Ended
Modifications
51
Latest action Mar 2, 2022
Contract type
Definitive contract
PIID IND08PC75249

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

OPERATION AND MAINTENANCE OF THE TRUST FUNDS ACCOUNTING SYSTEM FOR THE OFFICE OF THE SPECIAL TRUSTEE.

Dates and value

Award date
Signed on Aug 1, 2008
Potential end of performance
Oct 10, 2019
Current value
$190,613,784Base and exercised options
Potential value (if all options are exercised)
$212,705,392

Obligations by fiscal year of action

  • FY2020: $25,942
  • FY2019: $14,835,538
  • FY2018: $12,931,185
  • FY2017: $18,006,979
  • FY2016: $17,620,515
  • FY2015: $17,345,625
  • FY2014: $17,411,988
  • FY2013: $16,522,585
Show all 13 years
  • FY2012: $15,521,455
  • FY2011: $18,010,901
  • FY2010: $18,601,500
  • FY2009: $14,111,444
  • FY2008: $9,668,126

Total across 13 fiscal years: $190,613,784

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Mar 2, 2022. View on USAspending · Recipient on SAM.gov

Recipient

NameS E I INVESTMENTS MANAGEMENT CORPORATION
LocationOAKS, PA
UEINBQHHW81QAF5
CAGE code339V7
Business sizeOther than small businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt
Parent companyS E I INVESTMENTS MANAGEMENT CORPORATION

Business types and certifications

For-profit organizationCorporation (not tax-exempt)

As represented in SAM.gov at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Department of the Interior
  2. Departmental Offices
  3. IBC ACQ SVCS DIRECTORATE (00004)
Funded by
  1. Department of the Interior
  2. Office Of The Special Trustee For American Indians
  3. OFC SPEC TRUST AMER INDIANS(1415)
Funded from
Program operations, support, and improvements; Executive directionProgram activities014-0120Federal accounts (agency financial reports)

Place of performance

Place of performance
Oaks, Montgomery County, Pennsylvania 19456-1234
Congressional district (place of performance)
PA-04As reported at the time of the action

Classification and competition

Classification

NAICS
523991TRUST, FIDUCIARY, AND CUSTODY ACTIVITIES
Product or service (PSC)
R703SUPPORT- MANAGEMENT: ACCOUNTING (service)

Competition

Extent competed
Full and open competitionA
Solicitation procedures
Negotiated proposal/quoteNP
Set-aside
No set-aside used
Contract pricing
Firm fixed priceJ
Offers received
1

Solicitation and notices

Solicitation ID
NBCR08008
Notices

Contract details

Subcontracting plan
Plan not included - no subcontracting possibilitiesA
Cost Accounting Standards clause
No - CAS waiver approvedN
Commercial procedures
Commercial itemA
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
Yes - service where PBA is used.Y

Transaction history

Modification history

Base award
Aug 1, 2008Base obligation at award: $9,128,126
Latest action
Mar 2, 2022 — CloseoutModification P00050; administrative: no change in scope or value
Latest substantive action
Sep 19, 2019 — Supplemental agreement (within scope)Modification P00048
Latest funding action
Nov 18, 2019 — Funding onlyModification P00049; obligation change +$25,942; funding only: changes obligations, not scope
Actions by type
  • Base award1
  • Supplemental agreement (within scope)23
  • Option exercised11
  • Funding only7
  • Other administrative action4
  • New work added (outside scope)3
  • Change order1
  • Closeout1
  • Contract number (PIID) changed1
52 actions recorded, Aug 1, 2008 to Mar 2, 2022; 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
Simplified procedures for commercial items
No
A-76 (FAIR Act) action
No

Pricing and financing

Paid by purchase card
No

Socio-economic and policy

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
1400
Awarding sub-tier code
1406
Contracting office code
140D04
Transactions recorded under this award key
52

Funding

Funding agency code
1400
Funding sub-tier code
1415
Funding office code
147NFG
Treasury accounts
  • 014-X-0120-000
Object classes
  • 25.1: Advisory and assistance services
  • 25.2: Other services from non-Federal sources
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression