Smaller Asset Managers Pilot Program - US Core Fixed Income

Added: Jun 15, 2015 3:13 pm Solicitation Number PBGC01-RP-15-0025 has been attached to this synopsis as of June 15, 2015. Please refer to the solicitation for all information regarding the requirement and proposal submission instructions.

Added: May 05, 2015 10:47 pm Modified: Jun 12, 2015 2:22 pmTrack Changes

The Pension Benefit Guaranty Corporation (PBGC) is a Government owned corporation, established under Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. Background and mission information are available at http://www.pbgc.gov/about/who-we-are.html. The PBGC has a requirement for active investment management services from a firm with at least $250,000,000.00 or more in Assets Under Management (AUM). The investment management services are for a US core fixed income portfolio with allocations ranging from $50,000,000.00 to $250,000,000.00. The portfolio objective will be to provide a total rate of return over a full market cycle that exceeds the portfolio benchmark (Barclays Capital US Aggregate Bond Index) at appropriate levels of risk.

This requirement will be available for Full and Open Competition and there is no AUM or revenue maximum. The North American Industry Classification System Code (NAICS) for this requirement is "Portfolio Management" - NAICS 523920. The anticipated period-of-performance is 12-months with four (4) 12-month options.

In order to be eligible for award, all responsible sources must be registered with the System for Award Management (SAM) and may register online at the website, www.sam.gov.

PBGC will be holding a pre-bidder's conference on June 8, 2015 to provide information to interested parties in regards to conducting business with the Federal Government. This conference will be held at 1200 K Street NW, Washington, D.C. 20005 at 9:00 AM EST. Attendance may be in person or via teleconference. RSVPs are required and should be submitted along with any questions regarding this event to smallmgrpilotprogram@pbgc.gov not later than June 1, 2015. Please include the names of the attendees, the firm that they are representing, and whether they will be attending in person or via teleconference. In order to gain access to the facility all attendees shall provide one form of Government issued identification and arrive no later than 8:30 AM EST in order to process through security. A call-in number will be provided via email for those planning to attend via teleconference.

A video of the pre-bidder's conference held on June 8, 2015 can be viewed at the link below:

https://www.youtube.com/watch?v=sX4VAjAVKyY

Please refer to the pre-bidder's conference video to view the question and answer period that took place at the conclusion of the presentation. The answers to the questions submitted after the pre-bidder's conference are attached.

It is anticipated that the Request for Proposal (RFP) will be issued on FedBizOpps (FBO) at www.fbo.gov on or around June 15, 2015. This date is approximate. Interested parties are responsible for monitoring the FBO website for the most up-to-date information. Therefore, PBGC highly encourages interested parties to frequently monitor this posting for both the RFP and other additional information that may become available.

Added: May 05, 2015 10:47 pm Modified: May 28, 2015 4:30 pmTrack Changes

The Pension Benefit Guaranty Corporation (PBGC) is a Government owned corporation, established under Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. Background and mission information are available at http://www.pbgc.gov/about/who-we-are.html. The PBGC has a requirement for active investment management services from a firm with at least $250,000,000.00 or more in Assets Under Management (AUM). The investment management services are for a US core fixed income portfolio with allocations ranging from $50,000,000.00 to $250,000,000.00. The portfolio objective will be to provide a total rate of return over a full market cycle that exceeds the portfolio benchmark (Barclays Capital US Aggregate Bond Index) at appropriate levels of risk.

This requirement will be available for Full and Open Competition and there is no AUM or revenue maximum. The North American Industry Classification System Code (NAICS) for this requirement is "Portfolio Management" - NAICS 523920. The anticipated period-of-performance is 12-months with four (4) 12-month options.

In order to be eligible for award, all responsible sources must be registered with the System for Award Management (SAM) and may register online at the website, www.sam.gov.

PBGC will be holding a pre-bidder's conference on June 8, 2015 to provide information to interested parties in regards to conducting business with the Federal Government. This conference will be held at 1200 K Street NW, Washington, D.C. 20005 at 9:00 AM EST. Attendance may be in person or via teleconference. RSVPs are required and should be submitted along with any questions regarding this event to smallmgrpilotprogram@pbgc.gov not later than June 1, 2015. Please include the names of the attendees, the firm that they are representing, and whether they will be attending in person or via teleconference. In order to gain access to the facility all attendees shall provide one form of Government issued identification and arrive no later than 8:30 AM EST in order to process through security. A call-in number will be provided via email for those planning to attend via teleconference.

It is anticipated that the Request for Proposal (RFP) will be issued on FedBizOpps (FBO) at www.fbo.gov on or around June 15, 2015. This date is approximate. Interested parties are responsible for monitoring the FBO website for the most up-to-date information. Therefore, PBGC highly encourages interested parties to frequently monitor this posting for both the RFP and other additional information that may become available.

Added: May 05, 2015 10:47 pm Modified: May 20, 2015 4:50 pmTrack Changes

The Pension Benefit Guaranty Corporation (PBGC) is a Government owned corporation, established under Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. Background and mission information are available at http://www.pbgc.gov/about/who-we-are.html. The PBGC has a requirement for active investment management services from a firm with at least $250,000,000.00 or more in Assets Under Management. The investment management services are for a US core fixed income portfolio with allocations ranging from $50,000,000.00 to $250,000,000.00. The portfolio objective will be to provide a total rate of return over a full market cycle that exceeds the portfolio benchmark (Barclays Capital US Aggregate Bond Index) at appropriate levels of risk.

This requirement will be available for Full and Open Competition. The anticipated period-of-performance for this requirement is a one (1) 12-month base period and four (4) 12-month option periods.

In order to be eligible for award, all responsible sources must be registered with the System for Award Management (SAM) and may register online at the website, www.sam.gov.

PBGC will be holding a pre-bidder's conference on June 8, 2015 to provide information to interested parties in regards to conducting business with the Federal Government. This conference will be held at 1200 K Street NW, Washington, D.C. 20005 at 9:00 AM EST. RSVPs and any questions in regards to this event shall be submitted no later than June 01, 2015 to smallmgrpilotprogram@pbgc.gov and shall include the names of the attendees and the firm that they are representing. In order to gain access to the facility all attendees shall provide one form of Government issued identification and arrive no later than 8:30 AM EST in order to process through security.

It is anticipated that the Request for Proposal (RFP) will be issued on FedBizOpps (FBO) at www.fbo.gov on or around June 15, 2015. This date is approximate. Interested parties are responsible for monitoring the FBO website for the most up-to-date information. Therefore, PBGC highly encourages interested parties to frequently monitor this posting for both the RFP and other additional information that may become available.

Although no preference will be provided, businesses that meet the Small Business Standard of $38,500,000.00 (annual revenue) under the North American Industry Classification System Code of 523920 “Portfolio Management” will be considered a Small Business Entity.

Added: May 05, 2015 10:47 pm Modified: May 08, 2015 11:31 amTrack Changes

The Pension Benefit Guaranty Corporation (PBGC) is a Government owned corporation, established under Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. Background and mission information are available at http://www.pbgc.gov/about/who-we-are.html. The PBGC has a requirement for active investment management services for a US core fixed income portfolio with allocations ranging from $50,000,000.00 to $250,000,000.00. The portfolio objective will be to provide a total rate of return over a full market cycle that exceeds the portfolio benchmark (Barclays Capital US Aggregate Bond Index) at appropriate levels of risk.

This requirement will be available for Full and Open Competition. The appropriate NAICS code for these services is 523920 Portfolio Management with a small business size standard of $38,500,000.00. The anticipated period-of-performance for this requirement is a one (1) 12-month base period and four (4) 12-month option periods.

In order to be eligible for award, all responsible sources must be registered with the System for Award Management (SAM) and may register online at the website, www.sam.gov.

PBGC will be holding an industry outreach program on June 8, 2015 to provide information to interested parties in regards to conducting business with the Federal Government. This outreach program will be held at 1200 K Street NW, Washington, D.C. 20005 at 9:00 AM EST. RSVPs and any questions in regards to this event shall be submitted no later than June 01, 2015 to smallmgrpilotprogram@pbgc.gov and shall include the names of the attendees and the firm that they are representing. In order to gain access to the facility all attendees shall provide one form of Government issued identification and arrive no later than 8:30 AM EST in order to process through security.

It is anticipated that the Request for Proposal (RFP) will be issued on FedBizOpps (FBO) at www.fbo.gov on or around June 15, 2015. This date is approximate. Interested parties are responsible for monitoring the FBO website for the most up-to-date information. Therefore, PBGC highly encourages interested parties to frequently monitor this posting for both the RFP and other additional information that may become available.

Added: May 05, 2015 10:47 pm

The Pension Benefit Guaranty Corporation (PBGC) is a Government owned corporation, established under Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. Background and mission information are available at http://www.pbgc.gov/about/who-we-are.html. The PBGC has a requirement for active investment management services for a US core fixed income portfolio with allocations ranging from $50,000,000.00 to $150,000,000.00. The portfolio objective will be to provide a total rate of return over a full market cycle that exceeds the portfolio benchmark (Barclays Capital US Aggregate Bond Index) at appropriate levels of risk.

This requirement will be available for Full and Open Competition. The appropriate NAICS code for these services is 523920 Portfolio Management with a small business size standard of $38,500,000.00. The anticipated period-of-performance for this requirement is a one (1) 12-month base period and four (4) 12-month option periods.

In order to be eligible for award, all responsible sources must be registered with the System for Award Management (SAM) and may register online at the website, www.sam.gov.

PBGC will be holding an industry outreach program on June 8, 2015 to provide information to interested parties in regards to conducting business with the Federal Government. This outreach program will be held at 1200 K Street NW, Washington, D.C. 20005 at 9:00 AM EST. RSVPs and any questions in regards to this event shall be submitted no later than May 11, 2015 to smallmgrpilotprogram@pbgc.gov and shall include the names of the attendees and the firm that they are representing. In order to gain access to the facility all attendees shall provide one form of Government issued identification and arrive no later than 8:30 AM EST in order to process through security.

It is anticipated that the Request for Proposal (RFP) will be issued on FedBizOpps (FBO) at www.fbo.gov on or around June 15, 2015. This date is approximate. Interested parties are responsible for monitoring the FBO website for the most up-to-date information. Therefore, PBGC highly encourages interested parties to frequently monitor this posting for both the RFP and other additional information that may become available.