Global investor advisory services
Ended Indefinite Delivery Contract Awarded Last action
- Contract number
- DU100G16D01
- Awardee
-
State Street Bank And Trust Company UEI PLX5WDA6TBK3 Part of State Street Corporation
- Awarding agency
-
Government National Mortgage Association
Department of Housing and Urban Development
- Task orders
- 5 $4,873,656 obligated
Award facts
- Opportunity
-
- DU100G12R0004 Solicitation number
- Government National Mortgage Association Global Investor Award Notice · Posted Jan 24, 2012
- Combined order value
- $6,421,879 Current and potential, with all options
- Last date to order 100% complete
- Award type
- Single award
- Who can order
- Only the awarding agency
- NAICS code
- 523930 Investment Advice
- PSC
- R710 Support- Management: Financial
- Set-aside
- No set-aside
- Competition
- Full and Open Competition · 3 offers Negotiated Proposal / Quote
- Pricing
- Labor Hours
Award details come from SAM.gov/FPDS.
About this IDV
The Government National Mortgage Association (Ginnie Mae) awarded an indefinite delivery contract (DU100G-16-D-01) to State Street Bank and Trust Company, a subsidiary of State Street Corporation, for Global Investor Advisory Services. The single-award contract was established on January 20, 2016, with a total ceiling value of $4,792,200.60 and an ultimate completion date of April 30, 2025. No set-aside designation was applied, and all work is performed in Boston, Massachusetts. The contract leverages State Street Global Advisors' specialized capabilities in investment management and advisory services to support Ginnie Mae's operations. As a civilian agency, Ginnie Mae utilizes these services to support its mission of facilitating mortgage financing in the secondary market through guarantees of mortgage-backed securities, with State Street providing critical analytical and advisory support across global market analysis, investor intelligence, and business development strategies.
Five delivery orders have been issued under this indefinite delivery vehicle, totaling $6,421,878.59 in ceiling values across varying contract types and pricing mechanisms. The initial task order (April 27, 2016; $1,548,222.25) established the three primary service areas of global market analysis, global investors intelligence, and business development strategies on a labor-hour basis. Subsequent orders exercised option years and periods between January 2017 and January 2021, with pricing structures ranging from labor-hour and time-and-materials arrangements to firm fixed-price engagements. All delivery orders maintained the Boston, Massachusetts place of performance and carried completion dates extending through March 2025, demonstrating sustained engagement for providing specialized investor advisory services that support Ginnie Mae's financial operations and strategic objectives in the mortgage-backed securities market.
Task orders
Transactions
| Action | Obligated | Date |
|---|---|---|
| Close Out | $0 | |
| Exercise an Option | $0 | |
| Other Administrative Action | $0 | |
| Exercise an Option | $2,396,100 | |
| Exercise an Option | $0 | |
| Novation Agreement | $0 | |
| Exercise an Option | $0 | |
| Other Administrative Action | $0 | |
| Original award | $0 |
Quick answers
Who was awarded contract DU100G16D01?
DU100G16D01 was awarded to State Street Bank And Trust Company by Government National Mortgage Association (Department of Housing and Urban Development) on January 20, 2016.
How much is contract DU100G16D01 worth?
Orders under DU100G16D01 have obligated $4,873,656. Their combined current value, with exercised options, is $6,421,879.
How many orders have been placed under contract DU100G16D01?
5 orders have been placed under DU100G16D01, the latest on January 19, 2021.
Who can order from contract DU100G16D01?
DU100G16D01 is a single award indefinite delivery contract. Only the awarding agency can place orders on it.
Was contract DU100G16D01 competed?
The extent of competition for DU100G16D01 was full and open competition. The government received 3 offers.
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