Federal contract award
16PBGC24C0036
PORTFOLIO MANAGEMENT & INVESTMENT ADVICE
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 | $2.9M |
| Current contract value | $2.9M |
| Potential contract value / ceiling | $2.9M |
| Start date | Jan 1, 2024 |
| Current end date | Jul 29, 2026 |
| Potential end date | Jul 29, 2026 |
| Latest award activity | Jul 30, 2026 |
| Source loaded | Sep 26, 2026 |
Funding and modification history
Showing the latest 11 of 11 loaded transactions. Negative values are deobligations.
| Date | Modification | Obligation change | Description |
|---|---|---|---|
| Jul 30, 2026 | P00010 | $0 | THE PURPOSE OF THIS MODIFICATION IS TO FULLY TERMINATE THE CONTRACT FOR THE GOVERNMENT'S CONVENIENCE. THIS TERMINATION IS IN ACCORDANCE WITH FAR 52.212-4(L) TERMINATION FOR THE GOVERNMENT'S CONVENIENCE AND FAR 12.304 TERMINATIONS. |
| May 15, 2026 | P00009 | $0 | THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14398, "ADDRESSING DEI DISCRIMINATION BY FEDERAL CONTRACTORS." |
| Apr 14, 2026 | P00008 | $0 | THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14173, "ENDING ILLEGAL DISCRIMINATION AND RESTORING MERIT-BASED OPPORTUNITY." |
| Jan 13, 2026 | P00007 | $-195.5K | THE PURPOSE OF THIS BILATERAL MODIFICATION IS TO DEOBLIGATE EXPIRED FUNDS FROM THE BASE PERIOD. |
| Nov 12, 2025 | P00006 | $1.2M | THE PURPOSE OF THIS UNILATERAL MODIFICATION IS TO EXERCISE AND FUND OPTION PERIOD 2 OF THIS CONTRACT WITH A PERIOD OF PERFORMANCE OF JANUARY 1, 2026 - DECEMBER 31, 2026. |
| Mar 27, 2025 | P00005 | $0 | ADMINISTRATIVE MOD TO CHANGE CORS |
| Nov 5, 2024 | P00004 | $1.1M | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE AND FUND OPTION PERIOD ONE OF THE CONFORMED CONTRACT. |
| Aug 14, 2024 | P00003 | $250.0K | INCREMENTAL FUNDING FOR INVESTMENT MANAGEMENT SERVICES |
| Jul 19, 2024 | P00002 | $0 | THE PURPOSE OF THIS MODIFICATION IS TO UPDATE PRICING SCHEDULE TO INCLUDE ADDITIONAL PRICING TIERS. |
| Feb 29, 2024 | P00001 | $375.0K | THE PURPOSE OF THIS MODIFICATION IS TO INCREASE THE CEILING VALUE AND FUND THE CONTRACT. |
| Dec 28, 2023 | 0 | $100.0K | PORTFOLIO MANAGEMENT & INVESTMENT ADVICE |
Research next steps
- 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.