05 JA TAS JOFOC 2023 02 17 Redacted.pdf

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Investment Portfolio Accounting Managed Service for Trust Accounting System
Solicitation number
16PBGC23Q0030
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This document provides details on a sole source federal contract opportunity with the Pension Benefit Guaranty Corporation. The PBGC intends to award a firm-fixed price sole source contract to Eagle Investment Systems, LLC for an investment portfolio accounting managed service. Eagle Investment Systems is considered the only responsible source that can provide the required capabilities to manage pension plan liabilities, which include establishing and maintaining portfolio accounting transactions by case number, creating customized reports, interfacing with PBGC systems, performing specialized accounting for mass changes, and investment accounting and reporting in compliance with federal requirements. Interested and capable sources may submit capability statements by February 28, 2023 to two named PBGC contacts. The NAICS code for this acquisition is 513210 for Software Publishers with a $41.5 million size standard.

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