GovChime
IDVOther than small business

IDC (single-award IDV) TOFS10D0004AON INVESTMENTS USA INC.

Overview

Award facts

Obligated on orders under this IDV
$4.85M
$4,850,801 across 6 orders
Period of performance
From Sep 4, 2018
Modifications
14
Latest action Sep 4, 2018
Contract type
IDC (single-award IDV)
PIID TOFS10D0004

Description of requirement

INVESTMENT CONSULTING SERVICES TO SUPPORT TARP.

Dates and value

Award date
Signed on Apr 12, 2010
Ordering period ends
Sep 4, 2018
Ceiling
Ceiling (single-award vehicle): $4,500,000

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Sep 4, 2018. View on USAspending · Recipient on SAM.gov

Recipient

LocationCHICAGO, IL
UEIT891YNH6AWF7
CAGE code3L7F3
Business sizeOther than small businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt

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. Department of the Treasury
  2. Departmental Offices
  3. NATIONAL OFFFICE - DO/OFS/TARP
Funded by
  1. Department of the Treasury
  2. Departmental Offices
  3. OFC FINANCIAL STABILITY/TARP

Classification and competition

Classification

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
Order dependent (IDV allows pricing arrangement to be determined separately for each order)1
Offers received
9

Solicitation and notices

Solicitation ID
TOFS-09-S-0016
Notices

Contract details

Subcontracting plan
Plan required - incentive not includedC
Major program
Investment consulting 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 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
Apr 12, 2010
Latest action
Sep 4, 2018 — Other administrative actionModification 14; administrative: no change in scope or value
Latest substantive action
May 23, 2013 — Supplemental agreement (within scope)Modification 12
Actions by type
  • Base award1
  • Other administrative action8
  • Supplemental agreement (within scope)3
  • Option exercised3
15 actions recorded, Apr 12, 2010 to Sep 4, 2018; each action counted once.

Every modification

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

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

Pricing and financing

Latest action: change in base and all options
$4,500,000

Socio-economic and policy

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
Program acronym
ICS
Awarding agency code
2000
Awarding sub-tier code
2001
Contracting office code
2032K7
Transactions recorded under this award key
15

Funding

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