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This Solicitation opportunity from Department Of Labor was posted on October 22, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Premium Operations Support Services

Closed
16PBGC24R0012Federal

Contract Overview

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

Active Opportunities Like This One

NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

4 days ago

DEADLINE

in 27 days

General Info

NAICS

541219 - Other Accounting Services

Place of Performance

Washington, DC, USA

Set-Aside

NONE

Documents

25

16PBGC24R00012 - Letter of Commitment Template

DOCX, High priority: read this firstamendment
High

16PBGC24R0012 Amendment 01 - Premium Operations Support Services

PDF, High priority: read this firstamendment
High

16PBGC24R0012 - Government Response to Questions

XLSX, High priority: read this firstq-and-a
High

16PBGC24R0012 - Premium Operations Support Services

DOCX, High priority: read this firstrfp
High

16PBGC24R0012 - Premium Operations Support Services Cover Letter

PDF, High priority: read this firstrfp
High

16PBGC24R0012 - Premium Operations Support Services RFP Cover Letter

PDF, High priority: read this firstrfp
High

Amend 1 Attach F - Supporting Price Template

XLSX, High priority: read this firstspecifications
High

Amend 1 Attach F - Supporting Price Template

XLSX, High priority: read this first2 pages · specifications
High

Amend 1 Attachment G - Key Personnel Qualification Matrix

DOCX, High priority: read this firstamendment
High

Amendment 1 to RFP 16PBGC24R0012 - Premium Operations Support Services

PDF, High priority: read this firstamendment
High

Attachment D - Organizational Conflict of Interest (OCI) Statement

DOCX, High priority: read this first3 pages · supporting-documents
High

Attachment G - Key Personnel Qualification Matrix Template

DOCX, High priority: read this first7 pages · specifications
High

Attachment H - Corporate Experience Template

DOCX, High priority: read this firstpast-performance
High

Attachment H - Corporate Experience Template

DOCX, High priority: read this first1 page · past-performance
High

Attachment J - Performance Metrics

XLSX, High priority: read this firstspecifications
High

Attachment J - Performance Metrics

XLSX, High priority: read this first11 pages · specifications
High

RFP 16PBGC24R00012 Key Personnel Letter of Commitment Template

DOCX, High priority: read this first1 page · supporting-document
High

RFP 16PBGC24R0012 Attachment D - OCI Statement

DOCX, High priority: read this firstother
High

RFP 16PBGC24R0012 - Premium Operations Support Services

DOCX, High priority: read this first67 pages · rfp
High

RFP 16PBGC24R0012 - Premium Operations Support Services Cover Letter

PDF, High priority: read this first1 page · rfp
High

Solicitation 16PBGC24R0012 - Government Response to Questions

XLSX, High priority: read this first15 pages · q-and-a
High

Attachment B - Acronym List

PDF, Low prioritysupporting-documents
Low

Attachment B - Acronym List

PDF, Low priority4 pages · supporting-documents
Low

Attachment C - Deliverable Acceptance-Rejection Template

DOCX, Low priorityother
Low

Deliverable Acceptance/Rejection Form Template

DOCX, Low priority1 page · template
Low

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Timeline

6 updates
PhaseClosed
Posted

Solicitation

Notice updated

Notice details unchanged. Attachments may have changed.

Notice updated

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Notice updated

The notice description changed. The point of contact changed.

Notice updated

The notice description changed. The point of contact changed.

Notice updated

The notice description changed. The point of contact changed.

Notice updated

The notice description changed. The point of contact changed.

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

Full Description

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This purpose of this contract is to provide the PBGC's Financial Operations Department (FOD)/Collection and Compliance Division (CCD), with professional services in support of its premium operations programs including technical, financial, accounting, and auditing support. These support services are required to enable PBGC to: ensure an unqualified audit opinion is received for the Corporation's annual financial statements; maintain PBGC's premium enforcement and debt collection program activities; to maintain critical accounting programs that include: i) financial reporting, ii) premium operations, iii) accounts receivable (AR), iv) accounts payable (AP), v) PBGC's premium enforcement activities and vi) debt collection programs. Support services will strive to sustain the implementation, integration and maintenance of all current and new financial management and accounting systems, and ii) to provide quality customer service to premium payers and plan practitioners by providing prompt, accurate up to date and reliable premium information and account status.

More opportunities from Department Of Labor → Pension Benefit Guaranty Corporation

Same awarding agency

NAICS: 523940
Federal
PBGC - Pre-Solicitation Notice - Real Estate Investment Trust (REIT) Management Services
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.
Portfolio Management and Investment Advice

POSTED

10 months ago

DEADLINE

N/A
View Details

Earlier notices in this NAICS code

Posted before this notice, open and closed

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