Signed Solicitation Cover Letter_16PBG24R0008.pdf

Date: May 21, 2024

Subject: Index Portfolio Management & Transition Management Services

NOTICE TO OFFERORS

This letter transmits Request for Proposal (RFP) 16PBGC24R0008. This RFP seeks contractor support for the Pension Benefit Guaranty Corporation’s (PBGC) Corporate Investment Department (CID). This

RFP is issued by the PBGC’s Procurement Department (PD).

Offerors shall submit the following, in accordance with instructions specified in Section 11 of the RFP:

PHASE 1

• Volume 1 – Mandatory Requirements Questionnaire (Section 11.6.1)

PHASE 2

• Volume 2 – Technical Proposal: Supporting Documentation (Section 11.6.3)

• Volume 3 – Business/Price Proposal (Section 11.8)

In accordance with RFP Section 11.4 instructions, offerors shall submit proposals in two phases to the

PBGC Contracting Officer, Dennis Johnson and PBGC Contracting Officer, Marius Morgan.

Volume 1 Mandatory Requirements Questionnaire, are due no later than June, 10, 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 “16PBGC24R0008 & Index Portfolio Management &

Transition Management Services.” The remaining Proposal volumes will be due on a date to be provided once an Offeror has been notified that they have passed Phase 1.

In accordance with RFP Section 11.9, Submission of Questions, prospective offerors shall submit any questions on the RFP package via email to the following individuals NLT 11:00 AM ET on May 30, 2024:

Dennis Johnson, PBGC Contract Officer: johnson.dennis@pbgc.gov

Marius Morgan, PBGC Contracting Officer: morgan.marius@pbgc.gov

Prospective offerors are requested to submit questions grouped by RFP Section and make reference to the particular Section/Subsection number. Questions shall be received before the date specified for receipt of questions using the format provided in RFP Section 11.9, Attachment I. 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

16PBGC24R0008 Questions” in the subject line.

Sincerely, Marius L. Morgan, PBGC Contracting Officer

Pension Benefit Guaranty Corporation

445 12th Street, SW

Washington, D.C, 20024-2101