Investment Consulting Services

The Department of Energy's Office of the General Counsel, Office of Standard Contract Management is seeking investment consulting services to support strategy and investments in the Nuclear Waste Fund. Vendors must be capable of maintaining databases tracking securities and liabilities held in the fund, providing monthly recommendations for securities purchases and market reports, and presenting semi-annual strategy assessments. The performance period is five years beginning January 2023. Proposals are due by December 5, 2022. Evaluation will consider the offeror's ability to provide analysts, maintain information systems, and meet in Washington D.C. twice per year.

There is no set-aside designated for this requirement. The NAICS code is 524210 and PSC code R425. The incumbent contractor's performance period expires in 2023. The value is not specified but is for investment consulting services over a five-year period to support a government fund. Deliverables include ongoing securities recommendations, reports, and biannual strategy presentations.