Attach H_REITS Supporting Price Template.xlsx
XLSX spreadsheet 44 KB Posted
- Solicitation number
- 16PBGC26R0001
- Issued by
-
Pension Benefit Guaranty Corporation
About this file
This is a pricing template for Real Estate Investment Trust (REIT) Management Services under Solicitation Number 16PBGC26R0001 issued by the Pension Benefit Guaranty Corporation. The template is designed to capture tiered fee structures based on assets under management (AUM) for active U.S. REITs, with an estimated baseline AUM of $465 million. Contractors must input proposed percentage fees across multiple AUM tiers, with the template automatically calculating total fees for each pricing tier. The template includes a base period (CLIN 0001) and nine option periods (CLINs 1001-9001), plus a separate 52.217-8 Option to Extend Services period (CLIN 10001) representing six months of performance. All prices flow into a comprehensive total price summary that consolidates the base period, all option periods, and the extended services period into an overall total contract value.
Data entry is restricted to cells with italicized blue font, and proposers must develop their fee percentages for successive AUM brackets and insert corresponding dollar values. The template's formulas automatically calculate individual CLIN totals, period totals, and a grand total including the 52.217-8 extension. This pricing structure suggests a long-term service relationship with significant flexibility, potentially spanning up to ten years of performance if all options are exercised.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 20_Amendment 02_Solicitation Cover Letter_16PBGC26R0001.pdf | ||
| 20a_Amendment 02_Solicitation - 16PBGC26R0001.pdf | ||
| Amendment 02_Attach B.1_ Calculation Item G.xlsx | XLSX spreadsheet | |
| Amendment 02_ Attach F_Excel Tables Updated.xlsx | XLSX spreadsheet | |
| 16PBGC26R0001 (A0001).pdf | ||
| Amendment 01_ Attach F_Excel Tables.xlsx | XLSX spreadsheet | |
| Attach B_REITS Mandatory Requirements_.docx | DOCX document | |
| Attach J_Mercer Non-Disclosure Agreement.docx | DOCX document | |
| 20_Solicitation Cover Letter_16PBGC26R0001.pdf | ||
| 20a_Solicitation - 16PBGC26R0001.pdf | ||
| Attach C_REITS Tech Approach Questionnaire_.docx | DOCX document | |
| Attach E_REITS Corp Exp Questionnaire_.docx | DOCX document | |
| Attach D_REITS Firm Resources Questionnaire_.docx | DOCX document | |
| Attach F_Excel Tables_.xlsx | XLSX spreadsheet | |
| Attach G_REITS OCI Statement.docx | DOCX document | |
| Attach I_REITS QandA Template.xlsx | XLSX spreadsheet |
Show all 16
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Instructions
| Instructions |
| 1. Only input data into cells with italicized blue font. |
| 2. Please note that the 52.217-8 - Option to Extend Services represents a period of performance for six months. |
| 3. The total price summary is tabulated from all of the other periods of performance tabs. |
Total Price Summary
| Real Estate Investment Trust (REIT) Management Services | |
| Total Summary Price Table | |
| Base Period | ERROR:#VALUE! |
| Option Period One | ERROR:#VALUE! |
| Option Period Two | ERROR:#VALUE! |
| Option Period Three | ERROR:#VALUE! |
| Option Period Four | ERROR:#VALUE! |
| Option Period Five | ERROR:#VALUE! |
| Option Period Six | ERROR:#VALUE! |
| Option Period Seven | ERROR:#VALUE! |
| Option Period Eight | ERROR:#VALUE! |
| Option Period Nine | ERROR:#VALUE! |
| Overall Total Price | ERROR:#VALUE! |
| 52.217-8 - Option to Extend Services | ERROR:#VALUE! |
| Overall Total Price (including the 52.217-8) | ERROR:#VALUE! |
Base Period
| CLIN 0001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 0001 Total Price | ERROR:#VALUE! |
BASE PERIOD TOTAL PRICE ERROR:#VALUE!
Option Period 1
| CLIN 1001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 1001 Total Price | ERROR:#VALUE! |
OPTION PERIOD ONE TOTAL PRICE ERROR:#VALUE!
Option Period 2
| CLIN 2001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 2001 Total Price | ERROR:#VALUE! |
OPTION PERIOD TWO TOTAL PRICE ERROR:#VALUE!
Option Period 3
| CLIN 3001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 3001 Total Price | ERROR:#VALUE! |
OPTION PERIOD THREE TOTAL PRICE ERROR:#VALUE!
Option Period 4
| CLIN 4001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 4001 Total Price | ERROR:#VALUE! |
OPTION PERIOD FOUR TOTAL PRICE ERROR:#VALUE!
Option Period 5
| CLIN 5001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 5001 Total Price | ERROR:#VALUE! |
OPTION PERIOD FIVE TOTAL PRICE ERROR:#VALUE!
Option Period 6
| CLIN 6001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 6001 Total Price | ERROR:#VALUE! |
OPTION PERIOD SIX TOTAL PRICE ERROR:#VALUE!
Option Period 7
| CLIN 7001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 7001 Total Price | ERROR:#VALUE! |
OPTION PERIOD SEVEN TOTAL PRICE ERROR:#VALUE!
Option Period 8
| CLIN 8001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 8001 Total Price | ERROR:#VALUE! |
OPTION PERIOD EIGHT TOTAL PRICE ERROR:#VALUE!
Option Period 9
| CLIN 9001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 9001 Total Price | ERROR:#VALUE! |
OPTION PERIOD NINE TOTAL PRICE ERROR:#VALUE!
52.217-8
| CLIN 10001 Active U.S. REIT (based on an estimated $465 million) | |||
| % proposed | AUM | Total Fees | |
| Insert % | on the first | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | on the next | Insert Value $ | ERROR:#VALUE! |
| Insert % | On the balance | Insert Value $ | ERROR:#VALUE! |
| CLIN 10001 Total Price | ERROR:#VALUE! |
52.217-8 OPTION TO EXTEND SERVICES TOTAL PRICE ERROR:#VALUE!
File details come from the government source that posted it. Updated .