Special Situation Investment Management Services
Closed Solicitation Posted
This opportunity was awarded. See the award notice from .
- Solicitation number
- 16PBGC25R0061
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 523940 Portfolio Management and Investment Advice
- PSC
- R710 Support- Management: Financial
- Place of performance
- Washington, District of Columbia, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Pension Benefit Guaranty Corporation (PBGC) is seeking contractor services for Special Situation Investment Management (SSIM) to manage and liquidate special situation assets (SSAs), including unusual, illiquid, or difficult-to-market assets such as private company stocks, real estate limited partnerships, and bankruptcy claims. Contractors must be registered with the Securities and Exchange Commission (SEC) as an investment advisor, act as an ERISA fiduciary, maintain positive net worth, and demonstrate at least one year of SSIM services experience. The evaluation will occur in two phases: Phase 1 will assess mandatory qualifications while Phase 2 will evaluate technical approach, firm resources, and corporate experience. The proposal due date is December 5, 2025, with an amendment issued on November 26, 2025, providing government responses to industry questions regarding submission documentation requirements, including SEC exemption proofs, financial statements, and key personnel experience descriptions.
This solicitation is not designated as a small business set-aside and utilizes NAICS code 523940 (Portfolio Management and Investment Advice) with a $47 million size standard. The contract structure represents a hybrid labor-hour and fixed-rate variable-quantity effort spanning ten years from March 1, 2026, through February 29, 2036, consisting of one 12-month base period and nine 12-month option periods, with the government reserving the right to award a potential six-month extension. The pricing structure includes labor categories, disposition fees for both marketable and non-marketable securities, and other direct costs, with total evaluated price encompassing the base period, all option periods, and the potential extension. Performance will take place in Washington, DC. The government will make award decisions based on best value considerations across all submitted proposals.
Notice text
2 versions
Update #2 · Latest ·
11/26/2025: Updated to provide Amendment No. 0001.
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in Federal Acquisition Regulation (FAR) subpart 12.6, as supplemented with additional information in the attached Request for Proposal (RFP). This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.
Update #1 ·
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in Federal Acquisition Regulation (FAR) subpart 12.6, as supplemented with additional information in the attached Request for Proposal (RFP). This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.
Files
| File | Type | Posted |
|---|---|---|
| 16PBGC25R0061 (A0001).pdf | ||
| 16PBGC25R0061_SSIMS RFP_20251118_Final.pdf |
Notice history
| Notice | Type | Posted |
|---|---|---|
| Special Situation Investment Management Services | Award Notice | |
| This notice | Solicitation | |
| Special Situation Investment Management Services - Draft RFP | Special Notice |
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