Procurement Summary
Country: USA
Summary: Fixed Income Investment Services (Draft Solicitation)
Deadline: 25 Sep 2025
Other Information
Notice Type: Tender
TOT Ref.No.: 125761432
Document Ref. No.: DRAFT25R0062
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
Purchaser's Detail
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Description
This is a draft solicitation for fixed income investment services. This is not a request for proposals or quotes.
Purpose: The purpose of this draft solicitation is to give prospective offerors an advanced opportunity to determine their competitive viability, begin preparing proposal materials as appropriate, and provide PBGC with questions and recommendations.
SAM Registration (**IMPORTANT**): For PBGC to consider your proposal submitted in response to the formal solicitation, your firm will need to be registered and active on www.sam.gov. Please be advised that you must first obtain a Unique Entity ID before you are able to register. Your firm must also be fully registered for All Awards. Please note that the SAM registration process is managed by GSA. PBGC cannot control or influence the process on your firm's behalf (e.g., by contacting GSA Help Desk). Several resources are available regarding the registration process, including the following:
Check entity status - You can check your current registration status here: https://sam.gov/content/status-tracker. Main registration page - Includes a pre-registration process flowchart, an entity registration checklist, and customer service contact information. Located here: https://sam.gov/entity-registration. Additional verifications - Once your entity registration status is initiated in SAM, the IRS will validate your TIN and DLA will validate your CAGE code. These steps are required for the SAM process to be completed. Please be on the lookout for emails from either team, as failure to respond in a timely manner may cancel the registration process. If your entity fails either the TIN or CAGE registrations, please reference the “More About the Entity Status Tracker” dropdowns on the righthand side of the page located here: https://sam.gov/content/status-tracker.
At the time of SAM registration, you may be asked for an NAICS code and PSC code. The NAICS code for these serv...
Active Contract Opportunity
Notice ID : DRAFT25R0062
Related Notice
Department/Ind. Agency : PENSION BENEFIT GUARANTY CORPORATION
Sub-tier : PENSION BENEFIT GUARANTY CORPORATION
Office: PENSION BENEFIT GUARANTY CORP
General Information
Contract Opportunity Type: Presolicitation (Original)
Original Published Date: Sep 04, 2025 12:06 pm EDT
Original Response Date: Sep 25, 2025 09:00 am EDT
Inactive Policy: 15 days after response date
Original Inactive Date: Oct 10, 2025
Initiative: None
Classification
Original Set Aside: No Set aside used
Product Service Code: R710 - SUPPORT- MANAGEMENT: FINANCIAL
NAICS Code: 523940 - Portfolio Management and Investment Advice
Place of Performance: Washington, DC USA
Documents
Tender Notice
Industry-Feedback-Form-Draft-Solicitation.xlsx
Attachment-1-DRAFT-Instructions-to-Offerors.pdf
Attachment-2-DRAFT-Evaluation-Criteria.pdf
Attachment-3-DRAFT-Statement-of-Work.pdf
Attachment-4-DRAFT-Fixed-Income-Pricing-Template.xlsx
Attachment-5-DRAFT-Clauses-and-Provisions.pdf
Attachment-6-DRAFT-Solicitation-Phase-1-Forms.docx
Attachment-7-DRAFT-Solicitation-Phase-2-Forms.docx
Attachment-8-DRAFT-Data-Table-Templates.xls