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All Federal Contract Awards
Delivery Order TOFS10D0004-TOFS10D0004001
Award Date
4/21/10
Potential Completion Date
6/21/10
Potential Value
Not listed
Overview
Contacts
Activity
3
Transactions
3
Subawards
Opportunity Stack
Similar Awards
Federal Agency
Departmental Offices
Awardee
AON Investments USA Inc. T891YNH6AWF7
Ultimate Awardee
Not listed
NAICS Category
523930 - Investment Advice
PSC Category
R710 - Support- Management: Financial
Federal Contract Vehicle
Not listed
Set-Aside Type
No Set-Aside Used
Extent Competed
Full and Open Competition
Major Defense Program
Not listed
Pricing Type
Firm Fixed Price
Place of Performance
Washington, DC 20220, USA
Solicitation Procedures
Negotiated Proposal / Quote
Number Of Offers Received
9
Legislative Mandate
Not listed
National Interest Action
Not listed
Research Type
Not listed
Primary Consortia Member
Not listed
TOFS10D0004
Indefinite Delivery Contract
TOFS10D0004-TOFS10D0004001
Delivery Order
Update #1
Update #2
INVESTMENT CONSULTING SERVICES
Posted 6/21/10
5
1
Name
Description
Solicitation Number
FederalAgency
Type
PostedDate
Investment Consulting Services
Added: Apr 13, 2010 5:16 pm
TOFS-09-S-0016
Department of the Treasury Departmental Offices
Award Notice 2/2
4/13/10, 5:16 PM
Investment Consulting Services in Support of the Troubled Assets Relief Program (TARP)
Added: Jul 14, 2009 4:17 pm The U.S. Department of the Treasury has an ongoing requirement for investment consulting services in support of the Office of the Fiscal Assistant Secretary (OFAS). This ongoing investment consulting support is needed to assist with the implementation of the TARP and any associated programs under the Emergency Economic Stabilization Act of 2008 (EESA).The Treasury plans to solicit offers in July or August of 2009 for the award of a single Indefinite-Delivery Indefinite-Quantity (IDIQ) contract. The solicitation will be issued pursuant to Federal Acquisition Regulation (FAR) Part 15, Contracting by Negotiation, using full and open competitive acquisition procedures for a non-commercial item. The contract awarded will provide the Treasury with specialized expertise in investment portfolio management to support current and future programs. The Period of Performance will include a twelve (12) month base period and four (4) twelve month option periods with an award date of September 30, 2009. The Treasury expects to issue firm fixed-price task orders against the awarded contract to the maximum extent practicable. The North American Industrial Classification System (NAICS) code for this acquisition is 523930 (Investment Advice). The small business size standard for this acquisition, based upon the NAICS code, is $7,000,000. Small businesses will be required to certify their small business size status as of the date that the solicitation closes. Large businesses will be required to provide small business subcontracting plans in response to the solicitation. All firms must be registered in the Central Contractor Database (CCR), http://www.ccr.gov/, to be awarded a government contract.ELIGIBILITY REQUIREMENTS FOR FIRMS: To be eligible, the firms need to not have any conflicts with asset managers and no entangling business interest with asset managers and fund managers. In addition, the firms should have an active manager database, have a broad active research staff, and possess an up-to-date national database on asset managers. Finally, the firm must be a registered investment advisor under the Investment Advisers Act of 1940, as amended.The firm selected to provide the services will be required, as directed, to:• Develop and maintain investment policies and guidelines for asset managers and other service providers or fund managers supporting the portfolio.• Assist the Treasury in selecting asset managers and in conducting asset manager evaluations, as well as other vendor, financial agent, and fund manager selections and evaluations, as necessary to support the ongoing and changing needs of the portfolio.• Assist with the oversight of asset managers, fund managers, and other service providers supporting the portfolio.• Establish and implement rules and procedures to coordinate the activities of asset managers, fund managers, and other service providers supporting the portfolio.• Assist the Treasury in evaluating and developing portfolio disposition strategies and policies.• Measure performance of asset managers, fund managers, and service providers, as well as asset classes, investments, and the overall portfolio.• Provide advice and analysis on the market value of services provided to the Treasury by asset managers and other service providers supporting the portfolio.• Measure and help manage risks across the portfolio.• Develop asset allocation strategies across asset managers and fund managers.• Produce portfolio and other management reports.• Evaluate the ongoing costs of asset managers, fund managers, portfolio operations, and other portfolio costs.• Develop and monitor performance benchmarks and other measures of investment and portfolio success.• Assist the Treasury in identifying conflicts of interest with respect to asset managers, financial agents, fund managers and other service providers, and provide advice relating to transparency, conflict of interest mitigation, and disclosure.• Conduct on-site and desk reviews of the conflict of interest mitigation plans of asset managers, financial agents, fund managers, and other service providers.• Assist the Treasury in conducting executive searches for possible officers, directors, trustees, and other positions at financial institutions in connection with the Treasury's investments and loans in the portfolio.• Assist the Treasury in developing policies, procedures, and programs for executive compensation rules at financial institutions in connection with the Treasury's investments and loans in the portfolio.• Develop and maintain operational policies, procedures, and practices for the administration of the portfolio.• Assist with the preparation of reports to oversight bodies.• Advise on tactical and strategic investment and market issues impacting the portfolio.• Conduct other research, analysis, and special studies.• Conduct education and training sessions.• Identify firms, including minority- and women-owned firms, qualified to provide necessary services connected with the portfolio.• Provide other related investment consulting services identified by the Treasury.• Provide for all necessary operational and analytical hardware, software, and system interfaces to support the services above.The Treasury anticipates that the solicitation will require offerors to provide information on the capabilities of their firms and their key personnel, resources, relevant past performance, and labor rates offered for the services outlined above. All firms will be also required to propose an organizational conflicts of interest (OCI) mitigation plan. Of primary importance in determining the eligibility of offerors is the lack of conflicts of interests and/or effectiveness of proposed conflict mitigation measures for purposes of performing work under the contract. The Treasury will award the contract to the firm that represents the best value to the Government.
TOFS-09-S-0016
Department of the Treasury Departmental Offices
Award Notice 1/2
7/14/09, 4:17 PM
5
1
Mod #
Description
ReasonForModification
Federal Obligation
Date
2
THE PURPOSE OF THIS MODIFICATION IS TO DE-OBLIGATE FUNDS AND INITIATE CONTRACT CLOSE-OUT.
Close Out
($3k)
3/9/11
1
INVESTMENT CONSULTING SERVICES IN SUPPORT OF TARP.
Supplemental Agreement for work within scope
$1.0k
9/29/10
Not listed
INVESTMENT CONSULTING SERVICES
Not listed
$2.1k
6/21/10