16PBGC24C0034

PORTFOLIO MANAGEMENT & INVESTMENT ADVICE

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Award details

Obligations, current value and potential value describe different measures; they are never added together.

Field	Reported value
Agency	Pension Benefit Guaranty Corporation
Office	PENSION BENEFIT GUARANTY CORP
NAICS	523940 — Portfolio Management and Investment Advice
PSC	R710 — Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Parent award / vehicle	Not reported
Set-aside	NO SET ASIDE USED.
Pricing type	FIRM FIXED PRICE
Obligations	$3.0M
Current contract value	$3.0M
Potential contract value / ceiling	$3.0M
Start date	Jan 1, 2024
Current end date	Dec 31, 2026
Potential end date	Dec 31, 2033
Latest award activity	Aug 14, 2026
Source loaded	Sep 26, 2026

Funding and modification history

Showing the latest 10 of 10 loaded transactions. Negative values are deobligations.

Date	Modification	Obligation change	Description
Aug 14, 2026	P00009	$0	THE PURPOSE OF THIS MODIFICATION IS TO INCREASE AUMS TO EXCEED $1B, UPDATE THE TIERED FEE SCHEDULES TO ACCOUNT FOR INCREASES IN AUMS TO EXCEED $1B, AND INCREASE THE MINIMUM INSURANCE REQUIREMENTS. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED.
Aug 4, 2026	P00008	$0	ALIGNMENT OF AMS CLINS WITH THE CONTRACT'S PRICE SCHEDULE.
May 19, 2026	P00007	$0	THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14398, "ADDRESSING DEI DISCRIMINATION BY FEDERAL CONTRACTORS."
Apr 14, 2026	P00006	$0	THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14173, "ENDING ILLEGAL DISCRIMINATION AND RESTORING MERIT-BASED OPPORTUNITY."
Feb 3, 2026	P00005	$-11.5K	DEOBLIGATE EXPIRED FUNDS FROM PREVIOUS FY AND ADD AN ALTERNATE COR
Nov 20, 2025	P00004	$1.1M	EXERCISE AND FUND OPTION PERIOD 2 DESCRIPTION: PROVIDE ACTIVE INVESTMENT MANAGEMENT AND RELATED SERVICES FOR A U.S. CORE FIXED INCOME PORTFOLIO. CONSTRUCT A PORTFOLIO OF FIXED INCOME ASSETS TO EARN SUPERIOR RETURNS WHICH EXCEED THE PORTFOLIO BE
Oct 29, 2024	P00003	$1.0M	THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1.
Sep 20, 2024	P00002	$80.0K	THE PURPOSE OF THIS MODIFICATION IS TO INCREASE BASE PERIOD FUNDING BY $80,000 FROM $850,000 TO $930,000.
Feb 6, 2024	P00001	$750.0K	THE PURPOSE OF THIS MODIFICATION IS TO ADD INCREMENTAL FUNDING AND INCREASE THE CEILING OF THE CONTRACT.
Dec 28, 2023	0	$100.0K	PORTFOLIO MANAGEMENT & INVESTMENT ADVICE

Estimated positioning window

Dec 31, 2032 – Jun 30, 2033

Recompete signal:

50/100

Why this recompete signal

Contract timing and recorded acquisition signals at the time of calculation.

Stored score: 50/100. Available recorded signals: 45 points.

Contract end 2033-12-31 (2624 days from calculation): +5 points
13 historical awards in this buyer and category group: +15 points
10 recorded award transactions: +10 points
Latest award action: 2026-08-14: +5 points
Parent award identifier recorded: +0 points
Solicitation identifier recorded: +10 points
Linked official forecast: +0 points
Calculated on: 2026-10-25 10:18:04.631876+00:00

The historical group combines buyer, NAICS, and PSC. Multiple awards in this group do not by themselves establish repeated competitions.

Rule-based research score; it does not measure your chance of winning.

This older calculation does not retain a complete reproducible breakdown. Missing or changed inputs are not assigned invented points: Original award-value bonus input.

USAspending award record

. Rule-based research score; positioning dates are estimates.

Recompete score calculated Oct 25, 2026.

Research next steps

Check the linked forecast or SAM for a confirmed solicitation and current timing.
Verify whether remaining options may extend performance beyond the current end date.
Check the stated set-aside against the solicitation and current certifications.
Review the award scope and buyer evidence before making a bid/no-bid decision.