GovChime
IDVOther than small business

IDC (single-award IDV) DU100G16D01STATE STREET BANK AND TRUST COMPANY

Overview

Award facts

Obligated on orders under this IDV
$4.87M
$4,873,656 across 5 orders
Period of performance
From Jan 20, 2016
Modifications
8
Latest action Mar 6, 2026
Contract type
IDC (single-award IDV)
PIID DU100G16D01

Description of requirement

IGF::OT::IGF GLOBAL INVESTOR ADVISORY SERVICES IGF::OT::IGF::

Dates and value

Award date
Signed on Jan 19, 2016
Ordering period ends
Apr 30, 2025
Ceiling
Ceiling (single-award vehicle): $4,792,201

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Mar 6, 2026. View on USAspending · Recipient on SAM.gov

Recipient

NameSTATE STREET BANK AND TRUST COMPANY
LocationBOSTON, MA
UEIPLX5WDA6TBK3
CAGE code7CPB2
Business sizeOther than small businessSize at award, per the contracting officer
Parent companySTATE STREET CORPORATION

Business types and certifications

For-profit organization

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Department of Housing and Urban Development
  2. CPO : GNMA SUPPORT DIVISION
Funded by
  1. Department of Housing and Urban Development
  2. GNMA : GOVT NATL MORTGAGE ASSN
Funded from
Administrative expensesProgram activities086-0186Federal accounts (agency financial reports)

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
Labor hoursZ
Offers received
3

Solicitation and notices

Solicitation ID
DU100G-12-R-0004
Notices

Contract details

Subcontracting plan
Commercial subcontract planG
Major program
Global investor advisor services
Cost Accounting Standards clause
Not applicable exempt from CASX
Certified cost or pricing data
No
Service Contract Act labor standards
No
Commercial procedures
Commercial products/services 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
Yes - service where PBA is used.Y

Transaction history

Modification history

Base award
Jan 19, 2016
Latest action
Mar 6, 2026 — CloseoutModification P00001; administrative: no change in scope or value
Latest substantive action
Nov 21, 2019 — Option exercisedModification 7
Actions by type
  • Base award1
  • Option exercised4
  • Other administrative action2
  • Novation (contract transferred)1
  • Closeout1
9 actions recorded, Jan 19, 2016 to Mar 6, 2026; 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
No
A-76 (FAIR Act) action
No

Socio-economic and policy

Inherently governmental functions
Other functionsOT
Recovered materials and sustainability
No clauses included and no sustainability includedC
Clinger-Cohen Act planning (IT)
No
Walsh-Healey Act (materials and supplies)
No

Place and origin

Domestic or foreign entity
U.S. owned businessA

Structure

Award or IDV
IDV
IDV type
IDCB
Indefinite-delivery contract type
Indefinite delivery / indefinite quantityB
Multiple or single award
Single awardS
Awarding agency code
8600
Awarding sub-tier code
8600
Contracting office code
866155
Transactions recorded under this award key
9

Funding

Funding agency code
8600
Funding sub-tier code
8600
Funding office code
866459
Treasury accounts
  • 086-X-0186-000
Object classes
  • 25.1: Advisory and assistance services