06_RFI PRAD Insurance Rate Survey Information Subscription.pdf

Request for Information

PRAD Insurance Rate Survey Information Subscription

1. Disclaimer

1.1. This is a Request for Information (RFI) only to identify sources that can provide the requested services to PBGC. This RFI is issued solely for information and planning purposes, it does not constitute a solicitation or a promise to issue a solicitation in the future. This RFI does not commit the Government to contract for any supplies or services. Further, PBGC is not at this time seeking quotations or proposals and will not accept unsolicited quotations or proposals.

Respondents are advised that the U.S. Government will not pay for any information or administrative costs incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the interested party’s expense. Not responding to this RFI does not preclude participation in any future solicitation, if any is used. The information provided in this RFI is subject to change and is not binding on the Government.

2. Requirement Description

2.1. PBGC uses interest rates developed by the Policy Research and Analysis Department (PRAD) to perform the calculation of pension benefit liabilities for distress plan terminations and PBGC's financial statements. PRAD uses a survey of group annuity insurers to determine these interest rates. PBGC is seeking expertise and experience in the group annuity market to clarify issues that may not be addressed appropriately in PBGC's survey methodology. The contractor will provide information from a survey of group annuity insurers which is published online monthly so that it is accessible to PBGC. Experts at the provider will be available to answer questions about the group annuity industry and the current state of the market. Using this information, PRAD will be able to refine its own methodology for determining interest rates that are used for discounting PBGC's financial statement liabilities and distress termination liabilities.

2.2. A firm-fixed-price contract with a base and four one-year option periods is anticipated.

Performance is anticipated to begin Jan. 2027.

3. Response

3.1. Your company’s response should include:

3.1.1. Company name and Unique Entity Identifier (UEI)

3.1.2. Company point of contact, phone number, and email address

3.1.3. Company’s socio-economic status under NAICS Code 541990: All Other Professional, Scientific, and Technical Services

3.2. Your company’s response should include an answer to the following questions:

3.2.1. Based on the information provided and in the Draft Statement of Work attached, would your company submit a quote for this requirement if it were to be solicited on SAM.gov?

3.2.2. Does your company have the capability to perform all required services in the Draft Statement of Work?

3.2.3. Does your company have similar or previous experience with the type of work outlined in the Draft Statement of Work?

3.2.4. Does the Draft Statement of Work contain sufficient information that would enable you to adequately respond to a solicitation?

3.2.5. Currently there is not a cap on the number of subscriptions PBGC employees are provided, do you offer competitive pricing for a limited number of subscriptions i.e 10 – 20 subscriptions per performance year?

3.2.6. If competitive pricing for a limited number of subscriptions is available, provide a cost estimate per batch, and individually.

3.2.7. Is the proposed NAICS suitable for the requirement? If not, please suggest a more suitable

NAICS and the rationale why.

3.2.8. Misc. feedback such as identifying vague or confusing statements made in the Draft

Statement of Work, cost prohibitive demands, why your company is not interested in participating, etc.

4. Response Format

4.1. The respondent shall submit its response via email in either a Microsoft Word document or

Adobe PDF document.

5. Requested Response Deadline

5.1. Responses to this RFI are requested by 4:00 PM Eastern Standard Time on 06/25/2026 to nguyen.au@pbgc.gov & brummell.joseph@pbgc.gov.

6. Attachment(s)

6.1. Draft Statement of Work