Fixed Income Investment Services (Amendment 1)

This solicitation seeks proposals from investment management contractors for Core, Credit, Global, and/or Emerging Markets Debt fixed income products. Offerors must demonstrate the ability to manage a minimum of $500 billion in AUM and have at least one tax-exempt account with $100 million USD invested in a qualifying product as of June 30, 2025; a tax-exempt carve-out of a broader strategy may fulfill this requirement. Phase 1 requires completion of forms in Attachment 6 and submission of only two qualifying products, though up to four may be submitted. Offerors should submit one cover letter per volume, acknowledging solicitation amendments and identifying proposed financial products, and should state their agreement with the solicitation’s terms and conditions (Attachment 1). While there are no strict page limits for proposal sections, PBGC estimates 8,000 words for Section A of Attachment 7 in Phase 2, and will consider proposals exceeding this limit if the additional information is necessary and appropriate. Applicable federal contracting requirements, including employment practices and compensation standards, are outlined in the solicitation and clauses beginning with 52.222.

Notice ID

9d1f55a3a381419995964e1793fac3e5

Solicitation Number

16PBGC25R0062

NAICS Code

523940

Classification Code

R710