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This Pre-Solicitation opportunity from Department Of Labor was posted on November 27, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Pension Benefit Guaranty Corporation Custodian Banking Services

Closed
2024Federal

Contract Overview

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

Active Opportunities Like This One

NAICS: 523991
SLED
Young Adult Benefits Management Program
Solicitation # 27-DCYF-FB-001
The Washington State Department of Children, Youth & Families (DCYF) is soliciting proposals under RFP 27-DCYF-FB-001 for the Young Adult Benefits Management Program. The objective is to secure a qualified contractor to provide statewide financial management and fiduciary support services for eligible youth in Extended Foster Care, in accordance with Senate Bill 5911. The contractor will be responsible for coordinating Social Security Administration (SSA) benefits, managing representative payee services, and administering specialized financial accounts, such as Achieving a Better Life Experience (ABLE) accounts, to ensure the protection and management of youth assets. The contract is estimated to be valued at 150,000 dollars or less, with an initial six-month term starting January 1, 2027, and ending June 30, 2027. It may be extended up to five times for one-year increments through June 30, 2032. For the first fiscal year, the maximum payable amount is 66,000 dollars. Award preference is given to the lowest responsive and responsible small business or veteran-owned business, with a weighted evaluation system of 125 points considering cost, written responses, and specific preference points for Washington self-certified small businesses, veteran-owned businesses, and compliance with Executive Order 18-03. Qualified bidders must be licensed in Washington State and demonstrate expertise in fiduciary services for vulnerable populations and SSA benefit administration. Key requirements include strict adherence to data security protocols, including the signing of non-disclosure agreements and a one-business-day breach notification window. The contractor must also comply with various federal non-discrimination laws and provide the Office of State Auditor and DCYF access to records for up to six years following contract termination. Responses are due by November 30, 2026, and must include specific certifications, response forms, and a detailed cost proposal.
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POSTED

11 days ago

DEADLINE

in about 1 month
NAICS: 523991
SLED
EWEB RFP #26-171-PSC Carmen-Smith Mitigation Fund Administrator
Solicitation # S-P00140-00018123
The Eugene Water & Electric Board (EWEB) is soliciting proposals for a Carmen-Smith Mitigation Fund Administrator to serve as the trustee and manager of the Fish Enhancement Fund. The selected administrator will be responsible for identifying, selecting, and distributing funding for aquatic habitat or water quality improvement projects within the Mckenzie River Basin. Key duties include establishing a relationship with a financial institution, investing fund monies in interest-bearing accounts, seeking matching grants, and providing annual reports on expenditures, activities, and available balances. This is a personal services contract with a seven-year term, and proposers must submit a total not-to-exceed fee for the duration of the agreement. To be eligible, proposers must meet strict minimum qualifications, including at least five years of experience managing funds related to aquatic habitat design or construction with an average annual value of at least $3 million. They must also demonstrate experience managing funds with a trustee responsibility similar to the scope of work. Proposals are due by November 2, 2026, at 2:00 PM PST via the OregonBuys portal. EWEB will award the contract to the most advantageous proposer based on a single-tier evaluation of company experience, project approach, key staff qualifications, and client references. The contract is subject to Oregon Revised Statutes 279A and 279B and requires comprehensive insurance coverage, including commercial general liability and workers' compensation.
EWEB

POSTED

27 days ago

DEADLINE

in 4 days
NAICS: 523991
SLED
EWEB RFP #26-171-PSC Carmen-Smith Mitigation Fund Administrator
Solicitation # S-P00140-00018123
The Eugene Water & Electric Board (EWEB) is soliciting proposals for a Fund Administrator to serve as the trustee and manager of the Carmen-Smith Mitigation Fund. The primary objective of this role is to identify, select, and distribute funding for aquatic habitat, fish population enhancement, and water quality improvement projects within the McKenzie River Basin. The Administrator is responsible for maintaining strict financial protocols, investing funds in interest-bearing accounts, seeking matching grants, and collaborating with a technical team including representatives from ODEQ and ODFW. Key deliverables include annual reports on expenditures, activities, and available balances. The fund is established with an initial balance of approximately 1.3 million dollars, with annual deposits of roughly 215,000 dollars expected for at least seven years. Administrative and project management fees are capped at 20 percent of each annual payment. To qualify, proposers must meet minimum requirements, including at least five years of experience managing aquatic design or construction funds averaging 3 million dollars annually, and providing three recent client references. Proposals are due by November 2, 2026, via the OregonBuys portal and will be evaluated based on company experience, project approach, key staff qualifications, references, and pricing.
Purchasing Public Utility

POSTED

27 days ago

DEADLINE

in 4 days

General Info

NAICS

523991 - Trust, Fiduciary, and Custody Activities

Place of Performance

Washington, DC, 20024, USA

Set-Aside

NONE

Documents

3

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Timeline

PhaseClosed
Posted

Presolicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyDepartment Of Labor → Pension Benefit Guaranty Corporation
Contacts2 people available
OfficeWASHINGTON, DC, 20005, USA
Office AddressWASHINGTON, DC, 20005, USA
Contacts
Diahanna A. Bradley

Full Description

Show more
The Pension Benefit Guaranty Corporation (PBGC) intends to reissue solicitation 16PBGC24R0010 for the custodian banking services requirement. This is a Synopsis/Pre-solicitation notice for the reissuance. The original solicitation was issued on October 21, 2024 under SAM notice ID 1554. Requirement Description PBGC is seeking to award one contract for custodian banking services. Custodian banking services provide global master custody services for the safekeeping and asset servicing of plan assets. The anticipated period of performance is one (1) twelve-month base period and nine (9) twelve-month option periods. A firm fixed price (FFP) and fixed rate variable quantity (FRVQ) contract is anticipated. RFP Release Information The purpose of this Synopsis/Pre-Solicitation is to notify potential Offerors that PBGC intends to solicit proposals via a Request for Proposal (RFP) to select a single contractor to provide custodian banking services. PBGC anticipates issuing the solicitation within the next month and no sooner than 12/3/24. The RFP is anticipated to be issuied via full and open competition. This synopsis/pre-solicitation notice is NOT a solicitation for proposals, proposal abstracts, or quotations and in no way obligates the Government to issue a request for proposals (RFP) and/or award a contract. This notice satisfies the synopsis requirement in FAR 5.2. If a solicitation is issued, all necessary information will be supplied at the time it is posted at https://sam.gov. Questions/requests for information will not be responded to until RFP issuance. Interested parties are responsible for monitoring SAM for the most up-to-date information concerning the forthcoming solicitation. Paper copies of the solicitation and its amendments will not be distributed.

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DEADLINE

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NAICS: 523940
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Solicitation # DRAFT26R0001
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.
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