Sole source to prudence expert kirkland messina to evaluate the investment holdings and strategies, as well as the prudence of the fiduciaries who selected and monitored the investment holdings and…

Ended Definitive Contract Awarded Last action

Contract number
1605C121C0013
Awardee
Awarding agency
Obligated
$184,500

Award facts

Opportunity
  • 1605C121Q00105 Solicitation number
Contract value 68% obligated
  • $184,500.00 Current, with exercised options
  • $270,000.00 Potential, with all options
Completion date 100% complete
Current and potential, with all options
Funding agency
National Office Employee Benefits Security Administration, Department of Labor
Set-aside
No set-aside
Competition
Not Competed · 1 offer Only One Source
Pricing
Labor Hours
Place of performance
Washington, DC 20210, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Other Administrative Action P00005 $0
Supplemental Agreement for work within scope P00004 $0
Other Administrative Action P00003 · 0105-evaluation of investments $0
Supplemental Agreement for work within scope P00002 $0
Other Administrative Action P00001 $0
Original award $184,500

About this award

This contract was awarded by the National Office of the Department of Labor Employee Benefits Security Administration (DOL EBSA) to Kirkland Messina, Inc., a for-profit professional services firm, to evaluate the investment holdings and strategies, as well as the prudence of the fiduciaries for the Lilly Retirement Plan Master. This was a sole source definitive contract valued at $270,000.00 with a completion date of September 28, 2025. The contract did not utilize any small business set-aside. Kirkland Messina, Inc. has previously provided expert witness and valuation services to DOL EBSA related to employee retirement plan investigations.

Description

Sole source to prudence expert kirkland messina to evaluate the investment holdings and strategies, as well as the prudence of the fiduciaries who selected and monitored the investment holdings and strategies for the lilly retirement plan master

Quick answers

Who was awarded contract 1605C121C0013?

1605C121C0013 was awarded to Kirkland Messina, Inc. by Office of the Assistant Secretary for Administration and Management (Department of Labor) on September 28, 2021.

How much is contract 1605C121C0013 worth?

The government has obligated $184,500 on 1605C121C0013. Its potential value, with all options, is $270,000.

Which agency awarded contract 1605C121C0013?

Office of the Assistant Secretary for Administration and Management (Department of Labor) awarded 1605C121C0013, with funding from National Office (Employee Benefits Security Administration).

Was contract 1605C121C0013 competed?

The extent of competition for 1605C121C0013 was not competed. The government received 1 offer.

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