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ACTIVE EMERGING MARKET EQUITY INVESTMENT MANAGEMENT SERVICES

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General Information

  • Contract Opportunity Type: Sources Sought (Updated)
  • Updated Published Date: Dec 10, 2024 11:45 am EST
  • Original Published Date: Dec 10, 2024 08:38 am EST
  • Updated Response Date: Dec 20, 2024 05:00 pm EST
  • Original Response Date: Dec 20, 2024 05:00 pm EST
  • Inactive Policy: 15 days after response date
  • Updated Inactive Date: Jan 04, 2025
  • Original Inactive Date: Jan 04, 2025
  • Initiative:
    • None

Classification

  • Original Set Aside:
  • Product Service Code: R710 - SUPPORT- MANAGEMENT: FINANCIAL
  • NAICS Code:
    • 523940 - Portfolio Management and Investment Advice
  • Place of Performance:
    Washington , DC
    USA

Description

The PBGC is seeking industry's response in the following 12 questions:

  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.

I also included the draft Statement of Work, draft solicitation Section H - Special Contract Requirements and Section I - Contract Clauses for industry's feedback.

In your response, please ensure that you fully identify your firm and POC.

We look forward to your responses and thank you in advance for assisting in refining the PBGC's requirements. 

Contact Information

Contracting Office Address

  • 1200 K STREET NW
  • WASHINGTON , DC 20005
  • USA

Primary Point of Contact

Secondary Point of Contact





History