This Solicitation opportunity from Pension Benefit Guaranty Corporation was posted on May 22, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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R--PBGC Active EME Investment Management Services

Closed

16PBGC25R0052Federal

Submission Closed07/11/2025, 02:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523940

New

SLED

ERISA Fiduciary and Investment Management ServicesThis subcontract for ERISA Fiduciary and Investment Management Services supports the Lafayette Parish School System by providing core investment advisory and fiduciary oversight for 403(b) projects. The selected provider will act as an express ERISA 3(21) or 3(38) fiduciary, responsible for drafting and updating Investment Policy Statements and ensuring strict compliance with IRS 403(b) regulations and SECURE 2.0 updates. In addition to regulatory monitoring, the contractor will deliver a managed investment portfolio and detailed compliance reports. The scope of work includes providing essential governance support to the Board Insurance Committee to maintain the integrity and performance of the system's investment strategies.

Lafayette Parish School System

POSTED

DEADLINE

RFP# 11-27, 403(b) Investment & Advisory Services

Solicitation # 11-27

The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.

Lafayette Parish School System

POSTED

DEADLINE

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DEADLINE

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Solicitation # 49402

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Endowment and Non-Endowment Fund, and Donation Management

Solicitation # 2627-07

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DEADLINE

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The State of Oregon, through the Investment - Alternatives agency, is seeking a qualified firm to provide institutional real estate investment consulting services for its Real Estate Portfolio. The selected consultant will be responsible for delivering expert guidance on investment policies, strategic planning, due diligence, and ongoing monitoring across all phases of the investment lifecycle. This solicitation, identified as S-17000-00018033, is managed by purchaser Josh Woodmansee and is based in Tigard, Oregon. Interested firms must submit their responses by the deadline of December 4, 2026.

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Financial Advisor Services

Solicitation # 3000012956

The University of North Carolina at Chapel Hill is soliciting proposals for Financial Advisor Services to support its Department of Finance. The primary objective is to maintain AAA-equivalent financial discipline through capital structure and debt capacity analysis, multi-year financial forecasting, and the development of strategies for rating agency engagement. The selected vendor will be responsible for delivering financial model architectures, scenario analysis outputs, debt capacity dashboards, and executive board presentations on a monthly, quarterly, or ad hoc basis. The contract features an initial three-year term with the possibility of two one-year extensions, for a maximum duration of five years. Proposals must be submitted electronically via the eVP portal by October 19, 2026. Evaluation is based on a narrative consensus of the committee, prioritizing the vendor's depth of experience with highly rated public institutions, their track record in higher education capital advisory, and the rigor of their proposed approach to the scope of work. Pricing is to be submitted as an annual lump sum fee on company letterhead. Vendors must comply with various North Carolina General Statutes and federal regulations, including E-Verify, anti-collusion laws, and specific certifications regarding business activities in Iran and Israel. Key requirements include the designation of a contract manager and strict adherence to background check and personnel substitution protocols.

Unc - Chapel Hill

POSTED

21 days ago

DEADLINE

in 7 days

General Info

Agency

Pension Benefit Guaranty Corporation

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Set-Aside

NONE

Documents

16PBGC25R0052 0002 Attachment 2a - Mandatory Requirements Questionnaire

specifications

High

16PBGC25R0052 Active EME Management Services Solicitation Cover Letter

rfp

High

16PBGC25R0052 Amendment 0001

amendment

High

16PBGC25R0052 Amendment 0001

amendment

High

16PBGC25R0052 Amendment 0001 - Active EME Management Services

amendment

High

16PBGC25R0052 Amendment 0002

amendment

High

16PBGC25R0052 Amendment 0002 - Attachment 8 Q&A

q-and-a

High

16PBGC25R0052 Amendment 0002 Attachment 8 - Q&A

q-and-a

High

16PBGC25R0052 Amendment 0003

amendment

High

16PBGC25R0052 Attachment 1 - Pricing Schedule

specifications

High

16PBGC25R0052 Attachment 2a - Mandatory Requirements Questionnaire

rfp

High

16PBGC25R0052 Attachment 2a - Mandatory Requirements Questionnaire

rfp

High

16PBGC25R0052 Attachment 2a - Mandatory Requirements Questionnaire

specifications

High

16PBGC25R0052 Attachment 2b - Phase 1 Rolling IR Mandatory Supporting Documentation

specifications

High

16PBGC25R0052 Attachment 2b - Phase 1 Rolling IR Mandatory Supporting Documentation

specifications

High

16PBGC25R0052 Attachment 3 - Technical Approach Questionnaire

specifications

High

16PBGC25R0052 Attachment 4 - Firm Resources Questionnaire

specifications

High

16PBGC25R0052 Attachment 5 - Corporate Experience Questionnaire

past-performance

High

16PBGC25R0052 Attachment 5 - Corporate Experience Questionnaire

past-performance

High

16PBGC25R0052 Attachment 6 - Phase 2 Excel Tables

specifications

High

16PBGC25R0052 - Request for Quote (RFQ)

rfq

High

16PBGC25R0052 Attachment 8 - Q&A Template

q-and-a

Low

PBGC25R0052 Attachment 7 - Organizational Conflict of Interest Statement

other

Low

PBGC+RFP+16PBGC25R0052+0002+Attachment+2a+-+Phase+1+Mandatory+Requirements+Questionnaire.pdf

PBGC+RFP+16PBGC25R0052+0002+Attachment+8+-+QandA+-+Final.xlsx

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedMay 13

Solicitation

Response DeadlineJul 11

Deadline has passed

Submission Closed

07/11/2025, 02:00:00 PM UTC

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Organization & Contact Information

AgencyPension Benefit Guaranty Corporation

Contacts1 person available

OfficeWASHINGTON, DC, 20005, USA

Organization / AgencyPension Benefit Guaranty Corporation

Office AddressWASHINGTON, DC, 20005, USA

Contacts

Bradley Diahanna

contact@example.gov

Full Description

The Pension Benefit Guaranty Corporation (PBGC) is issuing a Request for Proposal (RFP) for Active Emerging Market Equity Investment Services. Offerors are encourage to read the solicitation in its entirety. The documents are provided in this announcement and are attached. Please note: Because SAM.GOV is not configured to support multi-phase solicitations, the listed "Date Offers Due should be considered an estimated deadline. This estimate encompasses the submission due dates for both Phase 1 and Phase 2 to maintain the announcement active. Updated response dates will be provided through the solicitation cover letters and any subsequent amendments, if applicable, as well as updating the SAM.GOV - Date Offers Due accordingly.