DRAFT PBGC Request for Proposal 16PBGC24R0010 Attachment 3 - Phase I Mandatory Requirements Questionnaire.pdf
PDF 298 KB Posted
- Attached to
- Custodian Banking Services Draft Solicitation
- Solicitation number
- 16PBGC
- Issued by
-
Pension Benefit Guaranty Corporation
About this file
This document is a Phase I Mandatory Requirements Questionnaire included as an attachment to a draft Request for Proposal (RFP) issued by the Pension Benefit Guaranty Corporation (PBGC) for Custodian Banking Services. The draft RFP outlines the requirements for custodian banks to provide global master custody services for safekeeping and asset servicing of plan assets. The questionnaire lists six mandatory requirements that custodian banks must meet, including having at least $4 trillion in assets under custody, at least five clients with $40 billion or more in assets, at least 10 years of master trust/custody experience, secure web-based access to applications, at least one multi-asset class conversion over $5 billion in the past 5 years, and the ability to calculate monthly account/composite returns. Respondents must certify that they meet all the mandatory requirements. This draft RFP is for informational and planning purposes only and does not constitute an actual solicitation or commitment to contract at this time.
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Attachment 3 – Phase I Mandatory Requirement Questionnaire
Custodian Banking Services Request for Proposal No.16PBGC24R0010
PHASE I MANDATORY REQUIREMENTS
Please circle the appropriate response and provide the appropriate supporting documentation:
A. The Custodian Bank has at least $4 trillion in assets for which it is providing Master Trust/Custodian services.
Y / N
B. The Custodian Bank currently has at least five (5) Master Trust/Master Custody clients which have assets of $40 billion or more.
C. The Custodian Bank has provided Master Trust/Custodial services for at least the last ten (10) years.
D. The Custodian Bank can provide secure, web-based access to all applicable applications including report creation and generation which also allows PBGC to create custom reports from the data elements available.
E. The Custodian Bank has worked on at least one (1) multi-asset class conversion totaling over $5 billion within the past five years.
F. The Custodian Bank offers performance measurement services and can calculate monthly account/composite returns both gross and net of investment management fees.
The Custodian Bank hereby certifies that it meets all the mandatory requirements.
Authorized Signature Date
Name/Title Name of Custodian Bank
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