RFI Questions - CID REIT.docx
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- Solicitation number
- 16PBGC25RXXXX
- Issued by
-
Pension Benefit Guaranty Corporation
About this file
This document is a Request for Information (RFI) from the Pension Benefit Guaranty Corporation (PBGC) seeking industry input on Active U.S. Real Estate Investment Trust (REIT) Equity Investment Management services. The RFI solicits detailed feedback from potential vendors on contract structure, including contract type, length, and proposed payment mechanisms such as a "fixed rate variable quantity" approach where earnings are calculated based on a percentage of managed asset value.
Key details include a response deadline of 3:00 PM on September 4, 2025, with responses to be emailed to specific PBGC contacts. The RFI asks vendors to confirm their interest, business size, potential contract participation, typical industry contract practices, and information security standards. Respondents are advised that this is an information-gathering exercise only, does not constitute a solicitation, and will not result in direct compensation for response preparation. The agency is specifically interested in understanding customary contract types, potential contract lengths (5-10 years), and vendor perspectives on implementing investment strategies.
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| File | Type | Posted |
|---|---|---|
| DRAFT SOW - CID REIT.pdf |
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REQUEST FOR INFORMATION (RFI)
Active U.S. Real Estate Investment Trust (REIT) Equity Investment Management Services
1. Please confirm your interest in submitting a proposal in response to this investment management requirement should PBGC issue a request for proposal (RFP). In your response, please provide your business size (small or other than small) based on NAICS 523940. If your firm is classified as a small business, please provide your socio-economic category (e.g., women-owned small business (SAM)), if any, as listed on SAM.gov or the Small Business Administration (SBA)’s small business dynamic search.
2. PBGC is considering a “fixed rate variable quantity” contract type for this investment management contract. In this contract type, the investment manager’s earnings are calculated based on the contracted “fixed-rate” percentage multiplied by the dollar value of the assets they manage, rather than being paid a flat fee regardless of the value of the assets they manage. Please confirm that a “fixed rate variable quantity” contract type is customary for investment management services in this industry. If this contract type is used, do you anticipate submitting a proposal for these investment management services?
3. Are there any other contract types customary for investment management services? If so, please describe additional contract types.
4. Additionally, please confirm that a firm fixed price (FFP) contract type, where a flat fee is paid regardless of the value of the assets managed, is not customary for these investment management services. If a firm fixed price (flat fee) contract type were used, do you anticipate submitting a proposal for these investment management services?
5. Do you have any recommendations for the agency to consider regarding contract type for these services?
6. What is the typical length for investment management contracts? Do you have any suggestions for the agency to consider, regarding contract length, for these services?
7. Does a contract length of five (5) years or fewer provide too little time to implement investment strategies?
8. Does a contract length of ten (10) years provide too little time to implement investment strategies?
9. If the contract were five (5) years or fewer, do you anticipate submitting a proposal for these investment management services?
10. If a contract length were ten (10) years or fewer, do you anticipate submitting a proposal for these investment management services?
11. Would the contract length influence your decision to submit a proposal for these investment management services?
12. Which information security standards does your firm utilize? i.e. NIST, ISO.
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