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INSTITUTIONAL SHAREHOLDER SERVICES INC.

UEI: WJHCECWJW8Y7CAGE: 5CTF0

INSTITUTIONAL SHAREHOLDER SERVICES INC. is a federal contractor, registered under UEI WJHCECWJW8Y7 and CAGE code 5CTF0. It has been awarded $851,916 in federal contracts. Primary work spans Other Accounting Services, Colleges, Universities, and Professional Schools, and Internet Publishing and Broadcasting and Web Search Portals. Top awarding agencies include Securities And Exchange Commission and Agency For International Development.

Contact Information

Registration and classification details

Registration

UEI Code

WJHCECWJW8Y7

CAGE Code

5CTF0

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

For Profit Organization

NAICS Codes

561499All Other Business Support Services(Primary)

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

Institutional Shareholder Services Inc. specializes in providing authoritative access to proxy voting data and related governance analytics for regulatory and institutional stakeholders. Their core capabilities center on the curation, validation, and delivery of historical and real-time proxy voting...

Institutional Shareholder Services Inc. specializes in providing authoritative access to proxy voting data and related governance analytics for regulatory and institutional stakeholders. Their core capabilities center on the curation, validation, and delivery of historical and real-time proxy voting records, enabling clients to track shareholder decisions, assess corporate governance trends, and support compliance with SEC disclosure requirements. The firm’s technical expertise lies in data aggregation from public filings, structured data modeling for governance metrics, and secure delivery platforms that ensure accuracy and auditability. Their specialization in proxy voting integrity distinguishes them as a trusted source for regulatory oversight and institutional investor analysis, with deep familiarity in the mechanics of shareholder democracy and disclosure compliance. The company maintains a focused relationship with the Securities and Exchange Commission, delivering critical data infrastructure that supports the Commission’s oversight of corporate proxy processes. Their work directly enables SEC staff to monitor compliance, analyze voting patterns, and enforce fiduciary responsibilities under federal securities law, establishing a consistent pattern of mission-critical support for regulatory enforcement and transparency initiatives. Their primary industry focus is in other accounting services and professional education support, reflecting their role in providing specialized financial governance data rather than traditional accounting functions. In practice, this means serving the intersection of corporate finance, regulatory compliance, and institutional investment analysis—positioning them as a niche provider of governance intelligence rather than general financial services. Institutional Shareholder Services Inc. is a small business entity headquartered in Rockville, Maryland, with no active government certifications. They operate as a specialized contractor within the federal regulatory support market, leveraging deep domain expertise to serve the unique data needs of securities regulators and related stakeholders.

Key Performance Metrics

Awards Count

6

All time

Active

1

Currently performing

Completed

5

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency
Awards by NAICS
Awards by Agency Over Time
Awards by Place of Performance

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NAICS: 541519
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Solicitation SRC0000036603, titled CloudFirst FY 2027- ezVault & ezRecovery, is issued by the Alabama Information Technology agency for the procurement of disaster recovery software, hardware maintenance, and additional recovery software for the fiscal year. The contract is governed by the State of Alabama and the Office of the Chief Procurement Officer, with the City of Montgomery serving as the sole venue for litigation. The total contract value is capped at a not-to-exceed limit of 25,000 dollars, which includes the original agreement and any subsequent renewals. The period of performance allows for annual renewals for a total duration of up to five years from the effective date. Prospective suppliers must submit responses electronically via the Alabama Buys portal by the deadline of November 3, 2026. Key compliance requirements include E-Verify documentation within five calendar days of notification, certification of tax compliance under Section 41-4-142 of the Code of Alabama 1975, and a disclosure statement for contracts exceeding 25,000 dollars. Award decisions may be based on cost realism and price reasonableness at the discretion of the Chief Procurement Officer. Additionally, suppliers must certify they are not currently debarred or suspended from government participation and acknowledge their status as independent suppliers not entitled to state merit system benefits.
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NAICS: 541519
New
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Department of the Air Force Program Business and Enterprise Systems (BES) Commercial Solutions Opening (CSO)
Solicitation # FA8771-26-S-C0001
The Department of the Air Force Program Business and Enterprise Systems (BES) has established a multi-year framework via Commercial Solutions Opening (CSO) FA8771-26-S-C0001 to acquire innovative Commercial-Off-The-Shelf (COTS) IT and business solutions. This umbrella solicitation serves as an administrative framework rather than a direct request for proposals, with specific opportunities to be announced through individual open or closed Calls for Proposals published as amendments until March 2, 2030. Awards may be executed as FAR-based contracts or Other Transaction Agreements (OTAs) under 10 USC 2371b. The scope focuses on several key areas, including artificial intelligence, agile methodology, automation, scalability, security, and the reduction of total lifecycle costs of ownership. Eligible participants include traditional and non-traditional defense contractors, research institutions, and both large and small businesses. All offerors must maintain active registration in the System for Award Management (SAM). Evaluation of proposals will be based on the merit of the proposed concept in addressing specific Areas of Interest, focusing on technical soundness, commercial innovation, and price reasonableness, with funds availability serving as a mandatory pass/fail gate. The framework allows for iterative prototyping and the potential for follow-on production contracts, which may be negotiated with or without further competition. While the general framework is open, specific set-asides for small businesses will be determined at the individual call level.
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NAICS: 611310
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Solicitation # W564KV-27-R-TRI1
The 409th Contracting Support Brigade is conducting market research via a sources sought announcement for instructional programs and education support services under NAICS 611310. The requirement supports the U.S. Army, Air Force, Navy, and Marine Corps across various European locations, including Belgium, Bulgaria, Germany, Italy, the Netherlands, Poland, Portugal, Romania, Spain, Turkey, and the United Kingdom. The goal is to provide high-quality adult and continuing education, including post-secondary degrees, technical, and vocational programs. Any provider of degree-granting services must be regionally or nationally accredited by an agency recognized by the U.S. Department of Education. The government intends to issue multiple performance-based, no-cost concession contracts using Simplified Acquisition Procedures. Under this model, educational institutions will be paid via tuition reimbursement, tuition assistance for service members, and direct payments for non-service members. The anticipated period of performance begins with a three-month phase-in from May 1, 2028, to July 31, 2028, followed by a base year from August 1, 2028, to July 31, 2029, with nine subsequent one-year option periods. This is a follow-on requirement to existing contracts held by the University of Maryland Global Campus and Embry Riddle Aeronautical University. Contractors must adhere to strict quality standards, ensuring that course content and academic credits are identical to those offered at their home campuses. Key deliverables include a Quality Control Plan due within five days of phase-in, annual course schedules published 60 days in advance, and various academic and enrollment reports. Requirements also include obtaining Defense Base Act insurance, completing DoD cyber awareness training, and managing personnel vetting through DOCPER/ECOPS for base access. Interested vendors must submit capabilities statements by November 30, 2026, detailing their OCONUS experience, accreditation, and ability to provide the specific programs listed in the Performance Work Statement.
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