This Pre-Solicitation opportunity from Department Of Labor was posted on October 10, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fixed Income Investment Services (Draft Solicitation)

Closed

DRAFT25R0062Federal

Submission Closed09/25/2025, 01:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523940

New

SLED

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Central Washington University

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Solicitation # 2139748

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

Utah

POSTED

13 days ago

DEADLINE

in 16 days

AI Contract Overview

The Pension Benefit Guaranty Corporation (PBGC) has issued a draft solicitation for fixed income investment services (Solicitation Number DRAFT25R0062), currently classified as a presolicitation notice. This draft is intended to provide the industry with an opportunity to assess their competitive positioning, begin preparing proposal materials, and offer feedback to PBGC prior to the release of the final solicitation. This is not a request for formal proposals or quotes at this stage. PBGC emphasizes that all interested parties must be registered and active on SAM.gov, and provides detailed instructions for the registration process, including necessary verifications and relevant NAICS (523940) and PSC (R710) codes. The procurement process is staged with a draft period during which the agency is actively soliciting industry questions and recommendations through a specified Industry Feedback Form. PBGC has posted amendments to address contractor feedback, update relevant forms, and clarify instructions. All industry inquiries and PBGC's responses are being tracked for transparency. The formal solicitation is currently anticipated to be released in October or November 2025, with the draft and final documents expected to be substantially similar, though some changes are possible. Parties should not submit proposals at this stage; instead, they are encouraged to provide input using the designated feedback process. The place of performance is Washington, DC, and there are no set-aside restrictions for this opportunity. The primary and secondary points of contact for questions are Tre Brummell and Frank Argenziano, respectively.

General Info

PBGC seeks industry feedback on draft fixed income investment services solicitation, proposals not required.

Agency

Department Of Labor → PENSION BENEFIT GUARANTY CORPORATION

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Washington, DC, USA

Set-Aside

NONE

Documents

Attachment 4 - DRAFT Fixed Income Pricing Template

pricing-schedule

High

Attachment 5 - DRAFT Contract Clauses and Solicitation Provisions

contract-clauses

High

Attachment 6 - Draft Solicitation Phase 1 Forms Amendment 1

amendment

High

Attachment 7 - Draft Solicitation Phase 2 Forms for Fixed Income Investment Services

forms

High

DRAFT Instructions to Offerors for PBGC Fixed Income Investment Services

instructions-to-offerors

High

Industry Feedback Form with PBGC Responses - Draft Solicitation

q-and-a

High

PBGC Fixed Income Investment Services Draft Evaluation Criteria

evaluation-criteria

High

PBGC Fixed Income Investment Services Draft Statement of Work

sow

High

PBGC Fixed Income Investment Services Phase 1 Solicitation Forms

rfp

High

Attachment 8 - DRAFT Data Table Templates

other

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

6 updates

PhaseClosed

PostedSep 4

Presolicitation

Notice updatedSep 4

The notice description changed. The point of contact changed.

Notice updatedSep 15

The notice description changed.

Notice updatedSep 15

The notice description changed. The point of contact changed.

Notice updatedSep 17

The notice description changed. The point of contact changed.

Notice updatedSep 17

The notice description changed. The point of contact changed.

Response DeadlineSep 25

Deadline has passed

Notice updatedOct 10

The notice description changed.

Submission Closed

09/25/2025, 01:00:00 PM UTC

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Organization & Contact Information

AgencyDepartment Of Labor → PENSION BENEFIT GUARANTY CORPORATION

Contacts2 people available

OfficeWASHINGTON, DC, 20005, USA

Organization / AgencyDepartment Of Labor → PENSION BENEFIT GUARANTY CORPORATION

Office AddressWASHINGTON, DC, 20005, USA

Contacts

Tre Brummell

contact@example.gov

Frank Argenziano

contact@example.gov

Full Description

AMENDMENT 3 DESCRIPTION: PBGC has populated the Industry Feedback Form with all industry questions and comments, as well as PBGC responses, and posted it here for industry review. The estimated release date for the final solicitation is now October or November 2025.

AMENDMENT 2 DESCRIPTION: Updated Industry Feedback Form to remove errant tabs from previous acquisition.

AMENDMENT 1 DESCRIPTION: Attachment 6 has been amended based on initial contractor feedback. Please see new version with track changes. Additionally, as a reminder, please use the Industry Feedback Form – Draft Solicitation to provide PBGC with questions and recommendations.

ORIGINAL POSTING:

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 services is 523940 – Portfolio Management and Investment Advice; the PSC code is R710 – Support-Management: Financial.

Final Solicitation: PBGC anticipates releasing the formal solicitation in September or October 2025. It is highly likely that there will be differences between this draft solicitation and the formal solicitation. Examples of potential changes include, but are not limited to, new or omitted terms and conditions, revisions to the attachments, and revisions to the instructions and evaluation procedures. Despite this, PBGC expects the draft documents to be substantially similar in both form and substance to the final documents.

Industry Questions and/or Recommendations: PBGC encourages interested parties to submit questions and recommendations concerning this draft solicitation to the points of contact identified below using the Industry Feedback Form – Draft Solicitation template. The agency will consider all feedback received in the prescribed template although it may not necessarily respond to or act on all feedback. It will also publicly post any responses it provides.

Deadline: The current closing date for this draft solicitation is an estimate, which PBGC may shorten or extend as circumstances permit.

**Again, please do not submit quotes or proposals in response to this notice, as PBGC will not consider them.**