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FBO DAILY ISSUE OF JULY 12, 2008 FBO #2420
SOLICITATION NOTICE

R -- Financial Consultant

Notice Date
7/10/2008
 
Notice Type
Presolicitation
 
NAICS
523930 — Investment Advice
 
Contracting Office
Pension Benefit Guaranty Corporation, Chief Management Officer, Procurement Department, Suite 1090, 1200 K Street, N.W., Washington, District of Columbia, 20005-4026
 
ZIP Code
20005-4026
 
Solicitation Number
PBGC01-RQ-08-SP01
 
Response Due
7/16/2008
 
Point of Contact
Mary P Trimbell,, Phone: 202-326-4160 x3334, Gregory N. Smith,, Phone: (202) 326-4160 xt 3268
 
E-Mail Address
Trimbell.Mary@pbgc.gov, smith.gregory@pbgc.gov
 
Small Business Set-Aside
N/A
 
Description
The PBGC recently adopted a new investment policy that will allow for the transition of the Corporation’s trust funds from a relatively undiversified portfolio to one that is more diversified. As PBGC moves along this path of greater diversification it would like to take advantage of strategic partners in some of its allocation to private equity and real estate. By utilizing strategic partners it will enable PBGC to gain excellent investment partners and access to the resources of those firms including, but not limited to, comprehensive risk management measurement and mitigation, consolidated reporting, data sources and analysis, staff augmentation, and staff development and training. To support this effort, PBGC is seeking the services of a consultant to assist a Technical Evaluation Panel in the selection of strategic partners during the technical review process. Any Contractor selected for this effort will be required to: • attend oral proposals conducted at PBGC’s facilities at 1200 K St. NW, Washington, DC from Sep 29-Oct. 3 (dates approximate) • attend site visits for potential firms from Oct. 14-17 (dates approximate) • attend TEP meetings held Sep 8, Oct. 6, and Oct. 20 at PBGC’s facilities (dates approximate) • work at the offeror’s site for research, evaluation, writing and other work to support this contract. See the attached Request for Quotation for additional details.
 
Web Link
FedBizOpps Complete View
(https://www.fbo.gov/?s=opportunity&mode=form&id=e9ae9920cfce2cc356fb981f1723b997&tab=core&_cview=1)
 
Record
SN01611652-W 20080712/080710222851-9e2370fdfc2024fdeafa1cf63b0c2375 (fbodaily.com)
 
Source
FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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