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PBGC - Pre-Solicitation Notice - Real Estate Investment Trust (REIT) Management Services

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DRAFT26R0001Federal

Contract Overview

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

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The Pension Benefit Guaranty Corporation (PBGC) intends to issue a Request for Proposal in January 2026 for active investment management services for its Real Estate Investment Trust (REIT) equity portfolio. The scope involves managing a 100 percent long-only REIT equity portfolio with allocations between 250 and 500 million dollars. The selected contractor will be responsible for implementing a repeatable investment process, monitoring portfolio risk, ensuring best execution through robust trading systems, and adhering to ERISA and Treasury Office of Foreign Asset Control regulations. Key deliverables include proxy voting and stewardship, client service support, and semi-annual meetings with PBGC staff, at least one of which must be conducted in person at the manager's offices. The contract will have a total duration not exceeding 10 years and will be awarded without discussions, requiring offerors to submit their best technical and price terms initially. Contractors must maintain an active registration in the System for Award Management and meet stringent requirements, including a 5 million dollar cyber liability insurance policy and a tested annual disaster recovery plan. Rigorous personnel vetting is required, including seven-year criminal and employment background checks. The agreement also mandates strict adherence to organizational conflict of interest disclosures and Section 508 accessibility standards for all information technology. Invoicing must be processed through the Government's Invoice Processing Platform.

General Info

PBGC seeks active management for $250-500M REIT portfolio, requiring federal compliance and risk management.

Agency

Department Of Labor → Pension Benefit Guaranty CorporationView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

DC, USA

Set-Aside

NONE

Documents

(3)

Section H - Draft Special Contract Requirements

PDF•2 pages•contract-document

PBGC Draft Statement of Work for REIT Equity Investment Management

PDF•3 pages•sow

Section I - Draft Contract Clauses

PDF•52 pages•contract-clauses

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Timeline

PhasePresolicitation
Posted

Presolicitation

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Organization & Contact Information

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AgencyDepartment Of Labor → Pension Benefit Guaranty Corporation
Contacts2 people available
OfficeWASHINGTON, DC, 20024, USA
Organization / Agency
Department Of Labor → Pension Benefit Guaranty Corporation
View Agency Profile
Office AddressWASHINGTON, DC, 20024, USA
Contacts
Dennis Johnson
contact@example.gov
Sierra Villanueva
contact@example.gov

Full Description

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                                                       NOTICE OF PROPOSED CONTRACT ACTIONS


In accordance with FAR 5.2, this communication serves as a Pre-Solicitation Notice / Synopsis of Proposed Contract Action to industry that the Pension Benefit Guaranty Corporation (PBGC) intends to issue a Request for Proposal (RFP) via the Governmentwide Point of Entry (GPE), Sam.gov.  This RFP will support PBGC’s Corporate Investments Department (CID) in providing investment management services for its Real Estate Investment Trust (REIT) equity portfolio.



Attached are the “DRAFT” Sections C, H and I.  These documents are provided in order to assist industry in understanding the requirements better.  These documents are marked as DRAFT and are subject to change. 



Questions and feedback regarding the attached sections are not required at this time; however, industry may submit them if they choose.  Industry will be afforded Question and Answer (Q&A) opportunities upon release of an official solicitation.



NOTE: In accordance with FAR 52.204-7(b), Offerors are to be aware that they are required to have an active Federal Government contracts registration in the System for Award Management (SAM) at https://www.sam.gov if they intend to submit an offer in response to a solicitation, and at time of award.



            The Government’s anticipated release date for the solicitation is January 2026.



DISCLAIMER: This notice does NOT constitute a Requestion for Information or Request for Proposal and is not to be construed as a commitment, implied or otherwise, by the Government, that a procurement action will be issued.  Any inquiries related to this notice is not a request to be added to a bidders list or to receive a copy of a solicitation.  No entitlement to payment of direct or indirect costs or charges by the Government will arise as a result of any potential inquiries regarding this notice.  The Government may not respond to any specific questions or comments submitted in response to this notice or information provided as a result of this notification.

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