Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, September 16 at 2:00 PM EDT

Register Free →

Expert Financial Advisory Services

Active
16PBGC25Q0054-PRESOLFederal

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

The Pension Benefit Guaranty Corporation (PBGC) plans to release a solicitation in late January 2025 for expert financial advisory services, with an anticipated contract award in early March 2025. This presolicitation notice serves to inform industry about the upcoming opportunity and complies with Federal Acquisition Regulation requirements, though it does not represent a request for proposals or an obligation to contract. PBGC, a U.S. government corporation overseeing pension plan termination insurance under ERISA, protects the retirement assets of millions of workers and requires advisory support specifically in the U.S. healthcare sector. The advisory services sought focus on managing complex distress valuation, turnaround engagements, and restructuring or bankruptcy processes where enterprises have funded debt exceeding $1 billion, with experience in PBGC’s termination procedures preferred. The contract will be competed under NAICS code 541611 and PSC code R710 with a small business size standard of $24.5 million. It is expected to be awarded as a firm-fixed-price contract using simplified acquisition procedures, including one base year of 12 months, an optional additional year, and a potential six-month extension. The total contract value, including options, will not exceed $7.5 million. The work will be performed primarily in Washington, DC, and is managed by PBGC’s Corporate Finance and Restructuring Department. Interested parties can contact designated PBGC representatives for more information and monitor the official governmentwide point of entry website for updates.

General Info

PBGC seeks financial advisory services for healthcare sector distress valuations, fixed-price contract up to $7.5M.

Agency

Department Of Labor → Pension Benefit Guaranty CorporationView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

Washington, DC, USA

Set-Aside

NONE

Documents

(0)

No documents available

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PhasePresolicitation
Posted

Presolicitation

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyDepartment Of Labor → Pension Benefit Guaranty Corporation
Contacts2 people available
OfficeWASHINGTON, DC, 20005, USA
Organization / Agency
Department Of Labor → Pension Benefit Guaranty Corporation
View Agency Profile
Office AddressWASHINGTON, DC, 20005, USA
Contacts
Shelly Thieme
Christine Retarides

Full Description

Show more
This is a synopsis/presolicitation notice to notify industry of the Pension Benefit Guaranty Corporation (PBGC)s intent to release a solicitation for commercial expert financial advisory services at the Governmentwide Point of Entry (https://www.sam.gov/) in late January 2025 for anticipated award in early March 2025. This notice satisfies the synopsis requirement in Federal Acquisition Regulation (FAR) subpart 5.2. This is NOT a request for proposals, proposal abstracts, or quotations and in no way obligates the Government to issue a solicitation or award a contract. Description: PBGC, a wholly owned U.S Government corporation, administers the pension plan termination insurance program established by Title IV of the Employee Retirement Income Security Act of 1974, as amended. PBGC protects the retirement income of approximately 44 million workers in more than 27,000 private defined benefit pension plans and monitors the corporate events and transactions of defined benefit pension plan sponsors to mitigate risks to the insurance program and increase overall plan funding levels. PBGC's Corporate Finance and Restructuring Department requires the assistance of an experienced financial advisory services firm with proven experience in the U.S. healthcare sector leading large distress valuation and turnaround engagements and/or representing clients in a lead capacity on large and complex restructuring and/or bankruptcy transactions involving enterprises with funded debt exceeding $1 billion. Potential firms must have experience with PBGC's terminations process. The Government intends to compete this requirement under North American Industry Classification System code 541611 (Administrative Management and General Management Consulting Services) and Product and Service Code R710 (Support - Management: Financial). The small business size standard is $24.5 million. This competition is expected to result in award of a firm-fixed-price contract established using simplified acquisition procedures under FAR subpart 13.5 in conjunction with FAR part 12. The anticipated period of performance includes one 12-month base period, one 12-month option period, and a potential six-month extension in accordance with FAR 52.217-8, Option to Extend Services. The total contract value, inclusive of options, will not exceed $7.5 million in accordance with the thresholds established under FAR subpart 13.5.

Similar Contracts

Same NAICS industry code

NAICS: 541611
New
SLED
OPERATIONAL EFFICIENCY ASSESSMENT
Solicitation # 26-908
The City of Augusta, Georgia, is seeking proposals under RFP 26-908 for a qualified firm to conduct a comprehensive Operational Efficiency Assessment. The primary objective of this study is to identify opportunities to improve service delivery, reduce or avoid costs, strengthen internal controls, and align staffing and technology with industry best practices. The selected consultant will perform data analysis, structural reviews of organizational spans of control, and business practice assessments across citywide functions and specific departments. Deliverables include a Project Management Plan within 45 to 90 days of the Notice to Proceed, interim updates every 30 days, written summaries of findings per phase, and a final comprehensive report featuring an implementation plan. Proposals must be submitted by October 19, 2026, in two separately sealed envelopes containing technical qualifications and a cost proposal, along with a digital copy on a USB drive. Evaluation is based on a 120-point scale covering firm experience, qualifications, project understanding, management, references, and cost, with an optional interview for short-listed firms. The contract requires the consultant to be legally registered in Georgia and maintain specific insurance coverages, including commercial general, automobile, and umbrella liability. Compliance with E-Verify and the SAVE program is mandatory, and the city emphasizes the participation of local small businesses. Payment is structured as monthly in arrears with net 30-day terms following the city's acceptance of delivered services.
City of Augusta

POSTED

about 23 hours ago

DEADLINE

in about 1 month
View Details

More opportunities from Department Of Labor → Pension Benefit Guaranty Corporation

Same awarding agency

NAICS: 523940
Federal
PBGC - Pre-Solicitation Notice - Real Estate Investment Trust (REIT) Management Services
Solicitation # DRAFT26R0001
The Pension Benefit Guaranty Corporation (PBGC) intends to issue a Request for Proposal in January 2026 for active investment management services for its Real Estate Investment Trust (REIT) equity portfolio. The scope involves managing a 100 percent long-only REIT equity portfolio with allocations between 250 and 500 million dollars. The selected contractor will be responsible for implementing a repeatable investment process, monitoring portfolio risk, ensuring best execution through robust trading systems, and adhering to ERISA and Treasury Office of Foreign Asset Control regulations. Key deliverables include proxy voting and stewardship, client service support, and semi-annual meetings with PBGC staff, at least one of which must be conducted in person at the manager's offices. The contract will have a total duration not exceeding 10 years and will be awarded without discussions, requiring offerors to submit their best technical and price terms initially. Contractors must maintain an active registration in the System for Award Management and meet stringent requirements, including a 5 million dollar cyber liability insurance policy and a tested annual disaster recovery plan. Rigorous personnel vetting is required, including seven-year criminal and employment background checks. The agreement also mandates strict adherence to organizational conflict of interest disclosures and Section 508 accessibility standards for all information technology. Invoicing must be processed through the Government's Invoice Processing Platform.
Portfolio Management and Investment Advice

POSTED

9 months ago

DEADLINE

N/A
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 650+ contractors already using CLEATUS