PBGC Request for Proposal 16PBGC24R0010 Custodian Banking Services Solicitation Cover Letter.pdf

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Pension Benefit Guaranty Corporation Custodian Banking Services
Solicitation number
1554
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This document is a Solicitation Cover Letter for Request for Proposal (RFP) 16PBGC24R0010 issued by the Pension Benefit Guaranty Corporation (PBGC) for Custodian Banking Services. The RFP seeks proposals for global master custody services to safekeep and service PBGC plan assets. Offerors must submit proposals in two phases - Phase 1 with a Preliminary Technical Proposal due by November 1, 2024, and Phase 2 with a Technical Proposal and Business/Price Proposal due on a date to be provided later. Questions from prospective offerors are due by October 28, 2024 and should be submitted via email to the PBGC Contract Specialist and Contracting Officer. The PBGC will provide all question responses to all prospective offerors as an amendment to the solicitation.

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Other files

File Type Posted
Attachment 1 - RFP QandA.xlsx XLSX spreadsheet
PBGC RFP 16PBGC24R0010 Amendment 00002 Attachment 2 - Pricing Schedule.xlsx XLSX spreadsheet
PBGC Request for Proposal 16PBGC24R0010 Amendment 00002 Custodian Banking Services Solicitation Cover Letter_Signed.pdf PDF
Attachment 2 - Standard Form SF 30 RFP 16PBGC24R0010 Amendment 00002 Custodian Banking Services_Signed.pdf PDF
Attachment 1 - Standard Form SF 30 RFP 16PBGC24R0010 Amendment 00001 Custodian Banking Services_CO Signed.pdf PDF
PBGC Request for Proposal 16PBGC24R0010 Amendment 00001 Custodian Banking Services Solicitation Cover Letter_Signed.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 6 - Phase II Securities and Lending Questionnaire.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 2 - Pricing Schedule.xlsx XLSX spreadsheet
PBGC Request for Proposal 16PBGC24R0010 - Custodian Banking Services.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 9 - QandA Template.xlsx XLSX spreadsheet
PBGC RFP 16PBGC24R0010 Attachment 3 - Phase I Mandatory Requirements Questionnaire.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 1 - Statement of Work.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 4 - Phase II Procedures Processess and Policies Verification.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 5 - Phase II Performance Measurements and Analytics Questionnaire.pdf PDF
PBGC RFP 16PBGC24R0010 Attachment 7 - List of Exhibits.xlsx XLSX spreadsheet
PBGC RFP 16PBGC24R0010 Attachment 7 - Exhibits.zip ZIP file
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Pension Benefit Guaranty Corporation 445 12th Street, SW Washington, D.C, 20024-2101

Date: October 21, 2024

Subject: PBGC Solicitation 16PBGC24R0010 for Custodian Banking Services

NOTICE TO OFFERORS

This letter transmits Request for Proposal (RFP) 16PBGC24R0010. This RFP seeks custodian bank services. This RFP is issued by the Pension Benefit Guaranty Corporation (PBGC) Procurement Department (PD). Offerors must submit the following, in accordance with instructions specified in Section L of the RFP:

PHASE 1

a. Volume 1 – Preliminary Technical Proposal (Section L.1.1)

PHASE 2

a. Volume 2 – Technical Proposal (Section L.1.3)

b. Volume 3 – Business/Price Proposal (Section L.1.3)

In accordance with RFP Section L instructions, offerors shall submit proposals in two phases to the PBGC Contract Specialist, Au Nguyen and PBGC Contracting Officer, Diahanna Bradley.

Phase I, Volume 1 Preliminary Technical Proposal is due no later than November 1, 2024, at 11:00 AM Eastern Time (ET). All proposal volumes shall be delivered via at the email addresses below.

Please ensure that the email is titled “16PBGC24R0010 Custodian Banking Services Phase I Proposal.” The remaining Proposal volumes will be due on a date to be provided once an Offeror has been notified that they have passed Phase I.

In accordance with RFP Section L.3, Submission of Questions, prospective offerors shall submit any questions via email to the following individuals No Later Than 11:00 AM ET on October 28, 2024.

Au Nguyen, PBGC Contract Specialist: nguyen.au@pbgc.gov Diahanna Bradley, PBGC Contracting Officer: bradley.diahanna@pbgc.gov

Prospective offerors are requested to submit questions in accordance with Section L.3 instructions.

Questions or requests for extension submitted after the cut-off date will not be considered. Any information given to a prospective offeror concerning this solicitation will be furnished promptly to other prospective offerors as an amendment to the solicitation. When submitting questions, please reference “RFP 16PBGC24R0010 Questions” in the subject line.

Sincerely, Diahanna A Bradley Contracting Officer

2024-10-21T08:50:37-0400
DIAHANNA BRADLEY

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