Procurement Summary
Country: USA
Summary: fixed income investment services amendment 2
Deadline: 09 Feb 2026
Posting Date: 03 Feb 2026
Other Information
Notice Type: Tender
TOT Ref.No.: 134949511
Document Ref. No.: 16PBGC25R0062
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
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AMENDMENT 3: The proposal due time has been changed from 9:00 a.m. ET to 12:00 p.m. ET. The due date remains unchanged.
AMENDMENT 2: PBGC has reopened and amended this solicitation to ensure sufficient competition for Phase 2. PBGC encourages all offerors (including those that already submitted a proposal in December) to review this amendment carefully to ensure understanding and compliance.
PBGC has changed three (3) documents under this amendment:
Attachment 1 - Instructions to Offerors, which contains updated cover letter requirements and eliminates information that is no longer applicable;
Attachment 2 - Evaluation Criteria, which narrows the scope of evaluation under Factor 1 - Proposal Compliance; and
Attachment 6 - Solicitation Phase 1 Forms, which contains examples of Information Ratio (IR) calculations to ensure offerors complete this portion of their proposals fully and accurately.
All changes to these documents under this amendment appear as track changes or in red font. All changes under the prior amendment (Amendment 1) are accepted, so they will no longer appear as track changes or in red font.
PBGC has not altered any documents under Amendment 2 outside of Attachments 1, 2, and 6.
Firms that wish to submit a proposal for the first time under this solicitation must submit all required documents by the deadline.
Firms that already submitted a proposal in December should take the following steps:
Review the solicitation changes discussed above.
Review the details of your proposal to ensure that your firm has fully complied with both previously existing and new solicitation requirements (e.g., included all required cover letter information, submitted all requested forms and supporting information, and calculated IRs accurately).
Review the contents of your original proposal transmission (i.e., either the email or LeapFILE transmission) to ensure your firm actually submitted the information it intended to submit.b...
Notice ID: 16pbgc25r0062
Department/Ind. Agency: pension benefit guaranty corporation
Sub-tier: pension benefit guaranty corporation
Office: pension benefit guaranty corp
Product Service Code: r710 - support- management: financial
NAICS Code: 523940 - Portfolio Management and Investment Advice
Inactive Dates: feb 24, 2026
Inactive Policy: 15 days after date offers due
Documents
Tender Notice