# Fixed Income Investment Services (Draft Solicitation) Canonical: https://abierto.us/opportunities/draft25r0062 - Solicitation number: DRAFT25R0062 - Notice type: Presolicitation - Status: Closed. Deadline was September 25, 2025 at 9:00 AM EDT - Department: Pension Benefit Guaranty Corporation - Contracting office: Pension Benefit Guaranty Corp (16PBGC) - NAICS: 523940 Portfolio Management and Investment Advice - Product or service code: R710 Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above) - Place of performance: Washington, District of Columbia - County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001 - City: Washington. https://abierto.us/cities/washington-dc-1150000 - First posted: September 4, 2025 - Last posted: October 10, 2025 - SAM.gov: https://sam.gov/workspace/contract/opp/4e3984f869a2480b9fc3faae931e1b6d/view ## Description **AMENDMENT 3 DESCRIPTION:** PBGC has populated the Industry Feedback Form with all industry questions and comments, as well as PBGC responses, and posted it here for industry review. The estimated release date for the final solicitation is now October or November 2025. AMENDMENT 2 DESCRIPTION: Updated Industry Feedback Form to remove errant tabs from previous acquisition. **AMENDMENT 1 DESCRIPTION:** Attachment 6 has been amended based on initial contractor feedback. Please see new version with track changes. Additionally, as a reminder, please use the Industry Feedback Form – Draft Solicitation to provide PBGC with questions and recommendations. **ORIGINAL POSTING:** This is a draft solicitation for fixed income investment services. This is not a request for proposals or quotes. **Purpose:** The purpose of this draft solicitation is to give prospective offerors an advanced opportunity to determine their competitive viability, begin preparing proposal materials as appropriate, and provide PBGC with questions and recommendations. SAM Registration (**IMPORTANT**): For PBGC to consider your proposal submitted in response to the formal solicitation, your firm will need to be registered and active on www.sam.gov. Please be advised that you must first obtain a Unique Entity ID before you are able to register. Your firm must also be fully registered for All Awards. Please note that the SAM registration process is managed by GSA. PBGC cannot control or influence the process on your firm's behalf (e.g., by contacting GSA Help Desk). Several resources are available regarding the registration process, including the following: Check entity status – You can check your current registration status here: https://sam.gov/content/status-tracker. Main registration page – Includes a pre-registration process flowchart, an entity registration checklist, and customer service contact information. Located here: https://sam.gov/entity-registration. Additional verifications – Once your entity registration status is initiated in SAM, the IRS will validate your TIN and DLA will validate your CAGE code. These steps are required for the SAM process to be completed. Please be on the lookout for emails from either team, as failure to respond in a timely manner may cancel the registration process. If your entity fails either the TIN or CAGE registrations, please reference the “More About the Entity Status Tracker” dropdowns on the righthand side of the page located here: https://sam.gov/content/status-tracker. At the time of SAM registration, you may be asked for an NAICS code and PSC code. The NAICS code for these services is 523940 – Portfolio Management and Investment Advice; the PSC code is R710 – Support-Management: Financial. **Final Solicitation:** PBGC anticipates releasing the formal solicitation in September or October 2025. It is highly likely that there will be differences between this draft solicitation and the formal solicitation. Examples of potential changes include, but are not limited to, new or omitted terms and conditions, revisions to the attachments, and revisions to the instructions and evaluation procedures. Despite this, PBGC expects the draft documents to be substantially similar in both form and substance to the final documents. Industry Questions and/or Recommendations: PBGC encourages interested parties to submit questions and recommendations concerning this draft solicitation to the points of contact identified below using the Industry Feedback Form – Draft Solicitation template. The agency will consider all feedback received in the prescribed template although it may not necessarily respond to or act on all feedback. It will also publicly post any responses it provides. **Deadline:** The current closing date for this draft solicitation is an estimate, which PBGC may shorten or extend as circumstances permit. **Again, please do not submit quotes or proposals in response to this notice, as PBGC will not consider them.** ## Publications - September 4, 2025: Presolicitation, due September 25, 2025 at 9:00 AM EDT. Notice ea09a946fd2f4e56abac5ec2d6a01ae8. https://sam.gov/workspace/contract/opp/ea09a946fd2f4e56abac5ec2d6a01ae8/view - September 15, 2025: Presolicitation, due September 25, 2025 at 9:00 AM EDT. Notice c9c39a4a45ed4c1eb900c9613823f043. https://sam.gov/workspace/contract/opp/c9c39a4a45ed4c1eb900c9613823f043/view - September 17, 2025: Presolicitation, due September 25, 2025 at 9:00 AM EDT. Notice c37bc4ee5d46401381841a58b5dd05b9. https://sam.gov/workspace/contract/opp/c37bc4ee5d46401381841a58b5dd05b9/view - October 10, 2025: Presolicitation, due September 25, 2025 at 9:00 AM EDT. Notice 4e3984f869a2480b9fc3faae931e1b6d. https://sam.gov/workspace/contract/opp/4e3984f869a2480b9fc3faae931e1b6d/view ## Points of contact - Tre Brummell, brummell.joseph@pbgc.gov - Frank Argenziano, Argenziano.frank@pbgc.gov --- Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/draft25r0062.