4-Mandatory Requirements_Attachment 4_19Mar14.docx
DOCX document 21 KB Posted
- Attached to
- Custodian Banking Services Federal contract opportunity
- Solicitation number
- PBGC01-RP-14-0007
- Issued by
- Pension Benefit Guaranty Corporation
About this file
RFP Attachment 4
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| Custodian_Banking_Services___Response_to_Questions_Part_2.docx | DOCX document | |
| B-Pricing_Schedule_9Apr14_Final.docx | DOCX document | |
| PBGC01-RP-14-0007_Amendment_02_Conformed.pdf | ||
| List_of_Amendment_02_Changes.docx | DOCX document | |
| CID_Exhibits_List_Attachment_3.docx | DOCX document | |
| CID_Exhibit_N.pdf | ||
| B-Pricing_Schedule_7Apr14_Final.docx | DOCX document | |
| List_of_Amendment_01_Changes.docx | DOCX document | |
| RP-14-0007_Amendment_1_Conformed.pdf | ||
| CID_Exhibit_M.pdf | ||
| Final_Responses_to_Custodian_Banking_Services.docx | DOCX document | |
| 6-Past_Performance_Questionnaire_Attachment 6.doc | DOC document | |
| Binder1_all CID Exhibits.pdf | ||
| 1-Definitions_Attachment 1.docx | DOCX document | |
| 5-Written Procedures Verification_Attachment 5.docx | DOCX document | |
| FOD Exhibits List_Attachment 2.docx | DOCX document | |
| CID Exhibits List_Attachment 3.docx | DOCX document | |
| PBGC01-RP-14-0007_Cutodian_Banking_RFP_FINAL.pdf | ||
| Binder1_all FOD docs.pdf |
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Text version
SOW Attachment 4 Mandatory Requirements
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/Custodial 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.
Y/N
C. The Custodian Bank has provided Master Trust/Custodial services for at least the last ten (10) years.
Y/N
D. The Custodian Bank is able to 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.
Y/N
| E. The Custodian Bank has worked on at least one (1) multi-asset class conversion totaling over $5 billion within the past five yea | Q | rs. |
| Y/N |
F. The Custodian Bank offers performance measurement services and can calculate monthly account/composite returns both gross and net of investment management fees.
Y/N
The Custodian Bank hereby certifies that it meets all of the mandatory requirements.
| ____________________________________ | _______________ | |
| Authorized Signature | Date |
| ____________________________________ | ______________________________ | |
| Name/Title | Name of Custodian Bank/Contractor |
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