FDIC's Portfolio Investment Management System Requirement

The FDIC requires a comprehensive cloud-based investment management system to replace the current system which is called Portfolio Reporting, Trading, and Investment Analysis sytem (PORTIA). The new requirement, referred to as the "Portfolio Investment Management System" (PIMS) will provide the FDIC with capabilities to effectiviely manage cash, investments, and related business processes. See attachments for more information.

Update 2/14/2025: Amendment 4 has been issued and attached to this solicitation. The purpose of the amendment is to update the solicitation, provide questions and answers and extend the RFP due date to March 6, 2025. The previous solicitation and price schedule has .... Read More

The FDIC requires a comprehensive cloud-based investment management system to replace the current system which is called Portfolio Reporting, Trading, and Investment Analysis sytem (PORTIA). The new requirement, referred to as the "Portfolio Investment Management System" (PIMS) will provide the FDIC with capabilities to effectiviely manage cash, investments, and related business processes. See attachments for more information.

Update 1/31/2025: Amendment 3 has been issued and attached to this solicitation. The purpose of the amendment is to extend the RFP due date to February 28, 2025. The solicitation is being updated and will be sent out in another amendment by the end of next week, February 7, 2025.

The FDIC requires a comprehensive cloud-based investment management system to replace the current system which is called Portfolio Reporting, Trading, and Investment Analysis sytem (PORTIA). The new requirement, referred to as the "Portfolio Investment Management System" (PIMS) will provide the FDIC with capabilities to effectiviely manage cash, investments, and related business processes. See attachments for more information.

NOTE: Amendment 2 was issued on December 23, 2024 to extend the RFP due date for the solicitation to 1 p.m. January 31, 2025 to allow additional time to address questions that were received from the solicitation and to provide vendors additional time to respond to the solicitation. Amendment 2 and an updated solicitation reflecting the new due date is attached is attached to this announement. 

To reiterate, proposals are now due NO LATER THAN 1 PM EST, Friday, January 31, 2025

The FDIC requires a comprehensive cloud-based investment management system to replace the current system which is called Portfolio Reporting, Trading, and Investment Analysis sytem (PORTIA). The new requirement, referred to as the "Portfolio Investment Management System" (PIMS) will provide the FDIC with capabilities to effectiviely manage cash, investments, and related business processes. See attachments for more information.

NOTE: An Amendment (Amendment 1) was issued on December 6, 2024 to extend the due date for submission of questions regarding the solicitation to 12 PM EST Friday, December 13, 2024. The Amendment and the updated solicitation reflecting the change has been included in this announcement.

Questions are due by 12 PM EST Friday, December 13, 2024 and proposals are due NO LATER THAN 2 PM, Friday, January 3, 2025.

The FDIC requires a comprehensive cloud-based investment management system to replace the current system which is called Portfolio Reporting, Trading, and Investment Analysis sytem (PORTIA). The new requirement, referred to as the "Portfolio Investment Management System" (PIMS) will provide the FDIC with capabilities to effectiviely manage cash, investments, and related business processes. See attachments for more information.

Questions are due by 1 PM EST Monday, December 9, 2024 and proposals are due NO LATER THAN 2 PM, Friday, January 3, 2025.