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R -- Private Equity Portfolio Monitoring & Performance Reporting

Awarded

PBGC01-RP-07-0012Federal

Contract Overview

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

AI Contract Overview

The Pension Benefit Guaranty Corporation (PBGC) is seeking proposals from qualified investment managers to provide third-party portfolio monitoring and performance reporting services specifically for illiquid assets, predominantly private equity limited partnerships. The selected advisor will perform investment monitoring, conduct analyses, manage stock distribution sales, and measure performance, maintaining a fiduciary relationship with PBGC and the assigned assets. Firms eligible to submit proposals must have been registered as investment advisors with the Securities and Exchange Commission for a minimum of five years. The contract period includes a one-year base term with six additional option years, offering a long-term engagement opportunity. The solicitation is expected to be released around May 1, 2007, and will be accessible exclusively through the FedBizOpps.gov website, with no paper copies available. Interested parties are responsible for regularly checking this site to obtain the latest solicitation documents and any amendments. The contract is identified as PBGC01-RP-07-0012 with NAICS code 523920, and inquiries can be directed to the contracting officer, Kay M Rison.

General Info

PBGC seeks SEC-registered investment managers for illiquid asset monitoring, reporting, and sales over seven years.

Agency

N/A

Contract Value

$5,273,731.27

NAICS

523920 - Portfolio Management

Place of Performance

Contractor Facility 00000, DC, USA

Set-Aside

NONE

Awardee

JPMORGAN CHASE & CO.

Award Issued Date

10/01/2007, 12:00:00 AM UTC

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

No documents to break down

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Timeline

PhaseAwarded

PostedApr 9

Presolicitation

AwardedOct 1

Contract was awarded

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Organization & Contact Information

AgencyN/A

Contacts1 person available

OfficeN/A

Organization / Agency

N/A

Office AddressN/A

Contacts

Kay M RisonContracting Officer

contact@example.gov

Full Description

The Pension Benefit Guaranty Corporation (PBGC) is soliciting proposals for one or more investment managers to provide third party portfolio monitoring and performance reporting service for illiquid assets. The illiquid asset portfolio will primarily be comprised of private equity limited partnerships. The services to be provided will consist of: investment monitoring, analysis, stock distribution sales and performance measurement. The advisor will be in a fiduciary relationship with respect to the assets assigned to it, and to the PBGC. PBGC seeks proposals from firms that are registered with the Securities and Exchange Commission as an investment advisor for at least five years. The period of performance will be for a one year base period plus six option years. The solicitation is not currently available, but is estimated to be available on or about May 1, 2007. The solicitation document, including any amendments, will be distributed through the FedBizOpps.gov web site. The site contains downloading instructions. Interested parties are responsible for monitoring the site to ensure that they have the most up-to-date information about this acquisition. Paper copies of the solicitation and associated amendments are not available.