Portfolio management

Ended Definitive Contract Awarded Last action

Contract number
PBGC01CT160033
Awardee
Awarding agency
Obligated
$2,150,753

Award facts

Opportunity
Contract value 94% obligated
  • $2,154,819.08 Current, with exercised options
  • $2,278,000.00 Potential, with all options
Completion date 100% complete
Current and potential, with all options
Contracting staff
NAICS code
523920 Portfolio Management
Set-aside
No set-aside
Competition
Full and Open Competition · 30 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price
Place of performance
Seattle, WA 98101, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Funding Only Action P00025 -$3,998
Funding Only Action P00024 -$68
Funding Only Action P00023 · Investment management services. $153,000
Supplemental Agreement for work within scope P00022 $0
Other Administrative Action P00021 -$40,000
Funding Only Action P00019 $40,000
Funding Only Action P00020 $15,000
Supplemental Agreement for work within scope P00018 $193,335
Funding Only Action P00017 · Investment management services. -$8,379
Other Administrative Action P00016 $0
Other Administrative Action P00015 · Administrative modification $0
Exercise an Option P00014 · The contractor shall provide active investment management services for fixed income portfolios. $390,000
Funding Only Action P00013 -$983
Exercise an Option P00012 $380,000
Funding Only Action P00011 -$9,747
Supplemental Agreement for work within scope P00010 $0
Funding Only Action P00009 $3,500
Other Administrative Action P00008 · Investment management services $0
Other Administrative Action P00007 · Administrative correction $0
Funding Only Action P00006 $351,000
Funding Only Action P00005 -$81,907
Supplemental Agreement for work within scope P00004 $0
Exercise an Option 3 $360,000
Funding Only Action 2 · Investment management services $60,000
Other Administrative Action 1 $0
Original award $350,000
Show all 26

About this award

Written by GovTribe AI ·

This is a definitive contract awarded by the Pension Benefit Guaranty Corporation (PBGC), a civilian federal agency, to Pugh Capital Management Inc., a minority-owned, woman-owned small business. The $2,278,000.00 firm fixed-price contract is for portfolio management services and will run through December 31, 2021. The contract does not have a set-aside designation, indicating that Pugh Capital Management Inc. was competitively selected for this award. The company specializes in providing investment advice and asset management services to federal agencies, particularly the PBGC, which is responsible for insuring private-sector defined benefit pension plans. This contract award demonstrates Pugh Capital Management Inc.'s ongoing relationship with the PBGC and its expertise in financial management, contributing to the retirement security of millions of American workers and their families.

Quick answers

Who was awarded contract PBGC01CT160033?

PBGC01CT160033 was awarded to Pugh Capital Management Inc. by Pension Benefit Guaranty Corporation on July 1, 2016.

How much is contract PBGC01CT160033 worth?

The government has obligated $2,150,753 on PBGC01CT160033. Its current value, with exercised options, is $2,154,819. Its potential value, with all options, is $2,278,000.

Was contract PBGC01CT160033 competed?

The extent of competition for PBGC01CT160033 was full and open competition. The government received 30 offers.

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