Sol_16PBGC25R0052_Amd_0001.pdf

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Attached to
PBGC Active EME Investment Management Services
Solicitation number
16PBGC25R0052
Issued by

About this file

This document is a Standard Form 30 Amendment of Solicitation/Modification of Contract for Solicitation Number 16PBGC25R0052, issued by the Procurement Department of the Pension Benefit Guaranty Corporation (PBGC). Amendment 0001 makes four key modifications: 1) Extends the due date for Phase 1, Volume 1 Preliminary Technical Proposal from May 28, 2025, at 5:00 p.m. ET to June 9, 2025, at 10:00 a.m. ET; 2) Corrects an attachment number reference in the Phase 1 Mandatory Requirements Questionnaire; 3) Adjusts the ending period for Phase 1 Rolling IR Mandatory Supporting Documentation from June 30, 2024 to December 31, 2024; and 4) Modifies dates in the Phase 2 Corporate Experience Questionnaire for audited financial statement and market value date references from September 30, 2024 to December 31, 2024.

The amendment emphasizes that all other portions of the solicitation remain unchanged, and contractors are required to acknowledge receipt of this amendment through specified methods. The document is related to the PBGC's Active Emerging Market Equity Investment Services procurement, with the amendment providing clarifications and date adjustments to support the solicitation process.

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PBGC_RFP_16PBGC25R0052_0002_Attachment_2a_-_Phase_1_Mandatory_Requirements_Questionnaire_0002.pdf PDF
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Sol_16PBGC25R0052_Amd_0001_signed.pdf PDF
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PBGC_RFP_16PBGC25R0052_0001_Attachment_5_-_Phase_2_Corporate_Experience_Questionnaire_0001.pdf PDF
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PBGC_RFP_16PBGC25R0052_0001_Attachment_2a_-_Phase_1_Mandatory_Requirements_Questionnaire_0001.pdf PDF
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PBGC_RFP_16PBGC25R0052_Active_EME_Management_Services_Solicitation_Cover_Letter.pdf PDF
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PBGC_RFP_16PBGC25R0052_Attachment_4_-_Phase_2_Firm_Resources_Questionnaire.pdf PDF
PBGC_RFP_16PBGC25R0052_Attachment_5_-_Phase_2_Corporate_Experience_Questionnaire.pdf PDF
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PBGC_RFP_16PBGC25R0052_Attachment_7_-_Organizational_Conflict_of_Interest_Statement.docx DOCX document
PBGC_RFP_16PBGC25R0052_Attachment_8_-_QandA_Template.xlsx XLSX spreadsheet
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(x)

16PBGC25R0052

x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

PD

Washington DC 20024-2101 445 12th St SW Procurement Department

05/22/20250001

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

05/13/2025

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of Amendment 0001 to 16PBGC25R0052 is to:

1) Extend the due date for Phase 1, Volume 1 Preliminary Technical Proposal from May 28, 2025, at 5:00 p.m. ET to June 9, 2025, at 10:00 a.m. ET;

2) Correct Attachment 2a - Phase 1 Mandatory Requirements Questionnaire, Question F attachment number reference from 3a to 2b;

3) Correct Attachment 2b - Phase 1 Rolling IR Mandatory Supporting Documentation ending period from June 30, 2024 to December 31, 2024; and

4) Correct Attachment 5 - Phase 2 Corporate Experience Questionnaire Section A. Background, Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Diahanna Bradley

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

TEL: EMAIL: BRADLEY.DIAHANNA@PBGC.GOV

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 2

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

16PBGC25R0052/0001

question 7 date of the audited financial statement from September 30, 2024 to December 31, 2024 and Section B. Stability and Growth, question 2 date of the market value date from

September 30, 2024 to December 31, 2024.

*The corrections are highlighted in yellow.

All other portions of the solicitation remain unchanged.

----END AMENDMENT 0001----

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

File details come from the government source that posted it. Updated .