Putting the award page together from the records…
Putting the award page together from the records…
PORTFOLIO MANAGEMENT SERVICES
Up for re-bid: ends 2026-07-29. Recompete brief → · JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION ↗
SpendQuery holds FY2023 on; earlier years are on USAspending.gov.
No subawards reported for this award. Primes report subawards of $30,000 or more; many awards have none.
10 actions since 2023-12-28. Each is a modification or amendment with the money it added or took back.
| Date | Modification | Kind | Amount | What the agency wrote |
|---|---|---|---|---|
| 2026-07-30 | P00009 | Terminated for convenience | $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. |
| 2026-05-19 | P00008 | Supplemental agreement (work within scope) | $0 | THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14398, "ADDRESSING DEI DISCRIMINATION BY FEDERAL CONTRACTORS." |
| 2026-04-14 | P00007 | Administrative change | $0 | THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14173, "ENDING ILLEGAL DISCRIMINATION AND RESTORING MERIT-BASED OPPORTUNITY." |
| 2026-01-20 | P00006 | Funding only | -$120.9K | DEOBLIGATE EXCESS FUNDS FROM THE BASE PERIOD. |
| 2025-12-03 | P00005 | Option exercised | $970.0K | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE AND FUND OPTION PERIOD 2 FROM JANUARY 1, 2026 THROUGH DECEMBER 31, 2026 IN THE AMOUNT OF $970,000. AS A RESULT OF THIS MODIFICATION, THE FOLLOWING CHANGES ARE HEREBY MADE: 1. CLIN 2001 HAS BEEN AD |
| 2025-07-22 | P00004 | Administrative change | $0 | ACTIVE INVESTMENT MANAGEMENT AND RELATED SERVICES FOR A U.S. CORE FIXED INCOME PORTFOLIO. |
| 2024-10-15 | P00003 | Option exercised | $900.0K | THE MODIFICATION IS TO EXERCISE AND ADD FUNDING TO OPTION PERIOD ONE OF THE CONFORMED CONTRACT. |
| 2024-09-23 | P00002 | Funding only | $160.0K | THE PURPOSE OF THIS MODIFICATION IS TO INCREMENTALLY INCREASE FUNDS FOR THE BASE PERIOD OF PERFORMANCE OF THIS CONTRACT. |
| 2024-03-01 | P00001 | Funding only | $300.0K | THE PURPOSE OF THIS MODIFICATION IS TO ADD FUNDINGE TO THE CONTRACT. |
| 2023-12-28 | 0 | $100.0K | PORTFOLIO MANAGEMENT SERVICES |
Source: USAspending.gov prime award transactions and FSRS subaward reports, as loaded by SpendQuery (data as of 2026-10-05). Amounts are obligations (money committed), not outlays. The official record on USAspending.gov ↗