BPA Call TFMSHQ06Z17-3021

The Securities and Exchange Commission (SEC) awarded a $37,125.00 definitive contract for expert witness services to Financial Reporting Advisors, LLC, a for-profit Limited Liability Company. The contract is a time and materials arrangement with a completion date of November 4, 2024. This award is not associated with a larger contract vehicle and does not have a set-aside designation. Financial Reporting Advisors, LLC has previously received other SEC expert witness services contracts, including...

This federal contract award, SECHQ116P0028, was made by the Securities and Exchange Commission (SEC) to Idealswork, Inc., doing business as IW Financial, for ACCESS TO IDEALSWORKS DBA IW FINANCIAL. The contract has a ceiling value of $186,110.00 and is a firm fixed price purchase order with a period of performance ending on February 28, 2021. The contract does not have a set-aside designation. The contract was awarded on March 1, 2016 and is for the provision of the agency's ACCESS TO...

The Securities and Exchange Commission awarded a purchase order to Green Street Advisors, LLC on April 24, 2021, for asset-backed alert and commercial mortgage alert and database subscriptions, with a ceiling value of $563,612.00. The order covers unlimited user licenses to proprietary publications on asset-backed securities and commercial mortgage-backed securities markets. Place of performance is Washington, DC. The purchase order is firm fixed-price with an ultimate completion date of April...

The Securities and Exchange Commission (SEC) awarded a definitive time and materials contract to Financial Reporting Advisors, LLC, a for-profit Limited Liability Company, to provide expert witness services for the NYRO Case NY-9699. The contract, valued at $154,537.76, has an ultimate completion date of October 24, 2024. This award is not designated as a set-aside contract. Financial Reporting Advisors, LLC has prior experience supporting SEC investigations and legal proceedings through similar...

The Securities and Exchange Commission awarded Practising Law Institute a $232,120 firm fixed price delivery order for enterprise licenses to its live and on-demand legal, regulatory and compliance conference and training platform. The licenses will provide SEC staff access to PLI's library of conferences and courses covering securities laws, rules and regulations. Performance will take place in New York, NY through September 30, 2021. No set-aside provisions were applied to this award made...

The Securities and Exchange Commission (SEC) awarded a $251,050 Delivery Order to Practising Law Institute (PLI) of New York, New York. The firm fixed price order is for an Enterprise License for Live and On-Demand Legal, Regulatory and Compliance Conference and Training. The period of performance is from October 1, 2022 through September 30, 2023. PLI will provide the SEC with access to its library of legal, regulatory and compliance conference materials and training programs through both...

Principal Life Insurance Company, a division of Principal Financial Group Inc., has been awarded a $241,000 firm fixed price delivery order for a supplemental retirement program by the Securities and Exchange Commission. The contract supports the SEC's retirement programs and has a period of performance through July 2023. Principal Life Insurance will deliver the supplemental retirement services from its location in Des Moines, Iowa. No set-aside designation was applied to this award made...

The Securities and Exchange Commission issued a BPA call to Information Discovery Services, LLC on August 24, 2026, for online 3-in-1 credit reporting services with a ceiling value of $24,240.15 under a Total Small Business set-aside. The call is placed against Information Discovery Services' General Services Administration Multiple Award Schedule (MAS), where the company holds an active BPA for recurring SEC credit reporting task orders. Place of performance is Fort Worth, Texas. The ultimate...

The Securities and Exchange Commission awarded a $200,000 firm fixed price delivery order contract to Principal Life Insurance Company, a division of Principal Financial Group Inc., to provide supplemental retirement program services. The one-year contract runs from July 22, 2023 through July 21, 2024. Principal Life Insurance Company will deliver the requested supplemental retirement program under the contract at the SEC headquarters in Washington, D.C. No major subcontractors or set aside...

The Securities and Exchange Commission (SEC) awarded a definitive contract to H & A Advisors LLC for expert witness services on February 8, 2023. The contract, valued at $46,462.50, operates on a time and materials pricing structure with no set-aside designation. Services will be performed in Bayside, Wisconsin, with an ultimate completion date of December 3, 2025. This engagement supports the SEC's litigation and enforcement activities, where expert witnesses provide specialized testimony...