This Sources Sought opportunity from Department Of Labor was posted on April 17, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Private Markets Investment Monitoring Services

Closed

RSD-25-0001Federal

Submission Closed04/28/2025, 06:00:00 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

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

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Solicitation # UofSRFPCP-858934

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University of Saskatchewan

POSTED

14 days ago

DEADLINE

in 17 days

AI Contract Overview

Pension Benefit Guaranty Corporation (PBGC) is seeking an investment management organization to oversee inherited private asset Limited Partnership (LP) positions. The role requires the management of assets with complete discretion while adhering to PBGC's policies, fund documents, and agreed-upon strategies. The management firm's responsibilities include ensuring compliance with the Department of Treasury and Office of Foreign Asset Control regulations, providing PBGC with investment research and training materials, and maintaining a close working relationship with PBGC’s Corporate Investments Department as a vital source of economic and investment insights. The firm will also hold an ERISA fiduciary responsibility for managed assets, with delegated proxy voting authority from PBGC, maintaining voting records, and reporting annually. It will coordinate with PBGC’s custodian bank to ensure timely and efficient management of transactions and performance calculations, ensuring best execution practices, particularly in foreign exchange. Additionally, the investment manager is required to promptly notify PBGC of any significant changes within the firm. Proposals are due by April 28, 2025, and interested parties can contact primary point of contact Mary Skaggs or secondary point of contact Don Sittman for further information. The opportunity is designated as a "Sources Sought" and classified under NAICS code 523940.

General Info

PBGC seeks investment manager for private assets, ensuring compliance and fiduciary responsibility.

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

PMIMS Request for Information Questions

rfi

High

Private Markets Investment Monitoring Services - Statement of Work

sow

High

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

PhaseClosed

PostedApr 17

Sources Sought

Response DeadlineApr 28

Deadline has passed

Submission Closed

04/28/2025, 06:00:00 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

Mary Skaggs

contact@example.gov

Don Sittman

contact@example.gov

Full Description

NOTE: Please submit responses to the attached Request for Information (RFI) questions to the Contracting Officer not later than 2 PM Eastern on April 28, 2025.

The investment management organization retained under contract by PBGC is responsible for monitoring inherited private asset Limited Partnership (LP) positions. LP asset values may vary widely in the future depending on whether pension plans that are terminated in the future, have large allocations to Private Assets that PBGC inherits. The commingling of new Private Market partnerships is episodic, and experience has shown that commingling one large plan can quickly increase the size of the PBGC-only pool by multiples or result in the addition of another Commingled Master Trust.

All assets shall be managed with full discretion in accordance with the fund documents, the policies of PBGC, and the strategy and objectives mutually agreed upon between the investment manager and PBGC. The firm shall comply with the Department of Treasury, Office of Foreign Asset Control regulations.

PBGC shall receive any of the investment manager's internal or external investment, market and economic research training materials and support capabilities and services in the performance of PBGC’s investment responsibilities.

The investment manager shall maintain close contact with PBGC’s Corporate Investments Department and shall serve as a source of economic and investment information and research.

The investment manager shall have ERISA fiduciary responsibility for the assets under its management. PBGC shall delegate its proxy voting authority to the investment manager. The investment manager shall maintain records of its votes and report the results, at least annually, to PBGC.

The investment manager shall work closely with PBGC’s custodian bank to facilitate the efficient and timely recording of unit purchases, sales and other activity, reconcile securities and cash balances and provide information necessary to calculate performance results. The manager shall be responsible for best execution, including foreign exchange.

The investment manager shall also be responsible to notify PBGC of significant changes in personnel, ownership, resources, or firm direction within 10 business days of any said change.

Please find the draft Statement of Work for reference.

NOTE: Please submit responses to the attached Request for Information (RFI) questions to the Contracting Officer not later than 2 PM Eastern on April 28, 2025.