Special Situation Investment Management Services - Draft RFP
Closed Special Notice Posted
This opportunity was awarded. See the award notice from , or the latest solicitation from .
- 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
- Points of contact
-
- Sierra Villanueva villanueva.sierra@pbgc.gov
- Shelly Thieme thieme.shelly@pbgc.gov (202) 615-0378
Notice details come from SAM.gov. Updated .
About this opportunity
The Pension Benefit Guaranty Corporation (PBGC) has issued a draft Request for Proposal (RFP) for Special Situation Investment Management Services (SSIMS) to solicit industry feedback before releasing the final solicitation. This special notice is specifically for obtaining industry questions and comments on the draft requirements and is not accepting proposals at this time. The PBGC is seeking a qualified firm to manage and liquidate a portfolio of special situation assets, which include unusual, illiquid, or difficult-to-market investments such as private company stock, real estate limited partnerships, promissory notes, and bankruptcy claims. The contemplated contract would run for 10 years from March 1, 2026 through February 29, 2036, with a total value not exceeding $7.5 million. The agency is considering two hybrid contract types: either Labor Hour and Fixed-Rate Variable-Quantity or Firm-Fixed Price and Fixed-Rate Variable-Quantity arrangements.
The primary purpose of this special notice is to gather industry input and feedback on the draft RFP requirements before finalizing the solicitation, with all comments due by 5:00 PM ET on October 3, 2025. Interested contractors must submit their feedback via email to specified PBGC contacts using the provided industry feedback form. To be eligible for the eventual solicitation, contractors must be registered in the System for Award Management (SAM), maintain SEC registration or exemption, act as an ERISA fiduciary, and maintain positive net worth. The small business size standard for NAICS code 523940 (Portfolio Management and Investment Advice) is $47 million. The selected contractor will be responsible for developing liquidation strategies, executing asset sales, providing comprehensive reporting, maintaining proxy voting capabilities, and ensuring compliance with federal data protection and records management requirements.
Notice text
The Pension Benefit Guaranty Corporation (PBGC) is issuing this draft Request for Proposal (RFP) for the agency’s Special Situation Investment Management Services (SSIMS) requirement to allow an opportunity for industry to submit questions and feedback for Government consideration prior to release of the final contemplated solicitation.
This is a DRAFT solicitation and request for industry feedback only. PBGC is not seeking proposals at this time and will not accept unsolicited offers.
Please see the attached Special Notice for additional information.
Attachments
| File | Type | Posted |
|---|---|---|
| SSIM_Draft RFP_SAM Special Notice.pdf | ||
| SSIM_Draft RFP_Industry Feedback Form.xlsx | XLSX spreadsheet | |
| SSIM_Draft RFP.pdf |
Notice history
| Notice | Type | Posted |
|---|---|---|
| Special Situation Investment Management Services | Award Notice | |
| Special Situation Investment Management Services | Solicitation | |
| Special Situation Investment Management Services - Draft RFP | Special Notice |
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