Portfolio management & investment advice

Active Definitive Contract Awarded Last action

Contract number
16PBGC24C0033
Awardee
Awarding agency
Obligated
$2,494,442

Award facts

Contract value 100% obligated
$2,494,442.00 Current and potential, with all options
Completion date 28% complete
  • Current, with exercised options
  • Potential, with all options
Set-aside
No set-aside
Competition
Full and Open Competition · 26 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price
Place of performance
Washington, DC 20024, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Other Administrative Action P00012 · The purpose of this modification is to fix the fee schedule in option period 2. $0
Other Administrative Action P00011 · The purpose of this modification is to remove cavan wilk as the COR and designate alexis flowers as the COR. $0
Other Administrative Action P00010 $0
Other Administrative Action P00009 · This unilateral modification makes an administrative correction to the text of the tiered fee schedule incorporated via P00008 of this contract. $0
Supplemental Agreement for work within scope P00008 · The purpose of this modification to increase aums to exceed $1B, update the tiered fee schedules to account for increases in aums to exceed $1B, and increase… $0
Supplemental Agreement for work within scope P00007 · The purpose of this modification is to implement executive order 14398, "addressing DEI discrimination by federal contractors." $0
Other Administrative Action P00006 · The purpose of this modification is to implement executive order 14173, "ending illegal discrimination and restoring merit-based opportunity." $0
Funding Only Action P00005 · Deobligation of expired FY 24 funds. -$5,558
Exercise an Option P00004 · Exercise and fund option period 2 description: provide active investment management and related services for a U.S. Core fixed income portfolio. Construct a… $900,000
Exercise an Option P00003 · The purpose of this modification is to exercise option period 1 of the conformed contract. $840,000
Supplemental Agreement for work within scope P00002 · The purpose of this modification is to add funds to the contract for the base period. $10,000
Supplemental Agreement for work within scope P00001 · The purpose of this modification is to add funds, increase the ceiling and update the pricing schedule fee tier structure of the contract. $650,000
Original award $100,000
Show all 13

About this award

Written by GovTribe AI ·

The Pension Benefit Guaranty Corporation awarded a definitive firm-fixed-price contract to Longfellow Investment Management Co., LLC for portfolio management and investment advice with a ceiling value of $2,494,442 on January 1, 2024. The award carries no set-aside designation.

Place of performance is Washington, DC 20024. The contract extends through December 31, 2033. This modification fixes the fee schedule in Option Period 2, addressing pricing adjustment in the second option year of the underlying agreement. Longfellow Investment Management Co., LLC is a woman-owned small business.

Quick answers

Who was awarded contract 16PBGC24C0033?

16PBGC24C0033 was awarded to Longfellow Investment Management Co., LLC by Pension Benefit Guaranty Corporation on January 1, 2024.

How much is contract 16PBGC24C0033 worth?

The government has obligated $2,494,442 on 16PBGC24C0033.

Was contract 16PBGC24C0033 competed?

The extent of competition for 16PBGC24C0033 was full and open competition. The government received 26 offers.

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