AWARDDELIVERY ORDEROther than small business

Delivery order TOFS10D0004004AON INVESTMENTS USA INC.

Overview

Award facts

Period of performance: May 9, 2017 to Sep 30, 2012; Ended
Modifications: 5; Latest action May 9, 2017
Contract type: Delivery order; PIID TOFS10D0004004

Description of requirement

INVESTMENT CONSULTING SERVICES

Dates and value

Award date: Signed on Oct 29, 2010
Potential end of performance: Sep 29, 2012
Parent contract vehicle: TOFS10D0004 (IDC, single award) — 6 orders recorded under it

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded May 9, 2017. View on USAspending · Recipient on SAM.gov

Recipient

NameAON INVESTMENTS USA INC.

LocationCHICAGO, IL

UEIT891YNH6AWF7

Business sizeOther than small businessSize at award, per the contracting officer

Parent companyAON GLOBAL LIMITED

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: Department of the Treasury
Departmental Offices
NATIONAL OFFFICE - DO/OFS/TARP
Funded by: Department of the Treasury
Departmental Offices
OFC FINANCIAL STABILITY/TARP

Place of performance

Place of performance: Chicago, Cook County, Illinois 60606-3709
Congressional district (place of performance): IL-07As reported at the time of the action

Classification and competition

Classification

NAICS: 523930INVESTMENT ADVICE
Product or service (PSC): R710SUPPORT- MANAGEMENT: FINANCIAL (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: 9

Contract details

Certified cost or pricing data: No
Service Contract Act labor standards: No
Commercial procedures: Commercial item procedures not usedD
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: Oct 29, 2010Base obligation at award: $2,700,000
Latest action: May 9, 2017 — CloseoutModification 6; administrative: no change in scope or value
Latest funding action: Jul 23, 2012 — Funding onlyModification 4; funding only: changes obligations, not scope
Actions by type: Base award1
Other administrative action3
Funding only1
Closeout1
6 actions recorded, Oct 29, 2010 to May 9, 2017; each action counted once.

Every modification

Each modification of this award, with its obligation change and reason.

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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: 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
Walsh-Healey Act (materials and supplies): 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: Delivery orderC
Parent vehicle type: IDCB
Parent vehicle: multiple or single award: Single awardS
Parent vehicle agency: Departmental Offices2001
Awarding agency code: 2000
Awarding sub-tier code: 2001
Contracting office code: 2032K7
Transactions recorded under this award key: 6

Funding

Funding agency code: 2000
Funding sub-tier code: 2001
Funding office code: 2032K2