Sol_16PBGC25R0052_Amd_0002.pdf

(x)

16PBGC25R0052

x x 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

06/03/20250002

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.)

See continuation sheets.

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

Request for Proposal (RFP) 16PBGC25R0052 - Active Emerging Market Equity Investment Management Services Amendment 0002, Continuation Sheets

Block 14 – Continued:

This Amendment revises several sections of the Request for Proposal; therefore, the following sections are revised as follow:

14.A RFP SECTION C - STATEMENT OF WORK

1. Section C.6.1.1

FROM: "The firm shall maintain close contact with PBGC’s Corporate Investments Department and shall serve as a resource of economic and investment information and research."

TO: "The firm shall maintain close contact with PBGC’s Corporate Investments Department and shall serve as a resource of economic and investment information and research that, at a minimum, pertains to the firm’s investment strategy."

14.B RFP SECTION H - SPECIAL CONTRACT REQUIREMENTS

1. Section H.5

FROM: "The contractor shall provide proof of ERISA required insurance coverage and SEC-required (17g-1) insurance coverage immediately after acquisition and annually thereafter."

TO: "The contractor shall provide proof of ERISA required insurance coverage and SEC-required (17g-1) insurance coverage immediately after acquisition and annually thereafter, as applicable."

14.C RFP SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

1. Revise Attachment 2a - Phase 1 Mandatory Requirements, Section C language.

2. Update Attachment 8 - Q&A Template with prospective offerors' questions and Government's responses.

14.D RFP SECTION L - INSTRUCTION, CONDITIONS, AND NOTICES TO BIDDERS

1. Section L.8.4

FROM: " For estimating purposes, the Government requests that Offerors propose a tiered fee structure.

The Offeror may propose fee tiering with as many AUM based breakpoints as the Offeror deems reasonable. The PBGC makes no representations as to the size of the award during the solicitation and contract period."

TO: "For estimating purposes, the Government requests that Offerors propose a tiered fee structure. The Offeror may propose fee tiering with as many or as few AUM based breakpoints as the Offeror deems reasonable. Performance fees will not be considered. The PBGC makes no representations as to the size of the award during the solicitation and contract period."

All other portions of the solicitation remain unchanged.

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