Portfolio management services
Ended Definitive Contract Awarded Last action
- Contract number
- PBGC01CT170003
- Awardee
-
MFS Institutional Advisors Inc. UEI LZSUU6R97W84
- Awarding agency
-
Pension Benefit Guaranty Corporation
- Obligated
- $12,053,982
Award facts
- Opportunity
-
- PBGC01RP150008 Solicitation number
- Contract value 100% obligated
- $12,053,981.64 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Contracting staff
- NAICS code
- 523110 Investment Banking and Securities Dealing
- PSC
- R710 Support- Management: Financial
- Set-aside
- No set-aside
- Competition
- Full and Open Competition · 26 offers Negotiated Proposal / Quote
- Pricing
- Firm Fixed Price
- Place of performance
- Boston, MA 02199, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Other Administrative Action | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Other Administrative Action | $0 | |
| Funding Only Action | -$160,710 | |
| Exercise an Option | $2,500,000 | |
| Funding Only Action | $350,000 | |
| Other Administrative Action | $0 | |
| Exercise an Option | $2,170,000 | |
| Funding Only Action | -$371,295 | |
| Other Administrative Action | $0 | |
| Exercise an Option | $1,200,000 | |
| Supplemental Agreement for work within scope | -$2,489 | |
| Exercise an Option | $1,000,000 | |
| Other Administrative Action | $300,000 | |
| Other Administrative Action | -$17,580 | |
| Funding Only Action | $1,000,000 | |
| Funding Only Action | $10,000 | |
| Exercise an Option | $0 | |
| Supplemental Agreement for work within scope | -$77,965 | |
| Funding Only Action | $930,000 | |
| Exercise an Option | $0 | |
| Other Administrative Action | $0 | |
| Funding Only Action | -$21,643 | |
| Funding Only Action | $890,000 | |
| Exercise an Option | $0 | |
| Funding Only Action | $100,000 | |
| Funding Only Action | -$66,581 | |
| Supplemental Agreement for work within scope | $0 | |
| Funding Only Action | $800,000 | |
| Exercise an Option | $0 | |
| Funding Only Action | $5,000 | |
| Funding Only Action | $807,243 | |
| Exercise an Option | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Funding Only Action | $10,000 | |
| Funding Only Action | $100,000 | |
| Original award | $600,000 |
Show all 37
About this award
The Pension Benefit Guaranty Corporation awarded a definitive contract to MFS Institutional Advisors Inc. for portfolio management services on October 1, 2016, with a ceiling value of $12,053,981.64 under firm fixed-price terms and no set-aside.
Place of performance is Boston, MA. The contract's ultimate completion date is October 31, 2026. A modification to this award updated the Contracting Officer's Representative designation.
Quick answers
Who was awarded contract PBGC01CT170003?
PBGC01CT170003 was awarded to MFS Institutional Advisors Inc. by Pension Benefit Guaranty Corporation on October 1, 2016.
How much is contract PBGC01CT170003 worth?
The government has obligated $12,053,982 on PBGC01CT170003.
Was contract PBGC01CT170003 competed?
The extent of competition for PBGC01CT170003 was full and open competition. The government received 26 offers.
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