# Expert Financial Advisory Services

Canonical: https://abierto.us/opportunities/16pbgc25q0054presol

- Solicitation number: 16PBGC25Q0054-PRESOL
- Notice type: Presolicitation
- Status: No response deadline
- Department: Pension Benefit Guaranty Corporation
- Contracting office: Pension Benefit Guaranty Corp (16PBGC)
- NAICS: 541611 Administrative Management and General Management Consulting Services
- Product or service code: R710 Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
- Place of performance: Washington, District of Columbia
- County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001
- City: Washington. https://abierto.us/cities/washington-dc-1150000
- First posted: January 21, 2025
- Last posted: January 21, 2025
- SAM.gov: https://sam.gov/workspace/contract/opp/5efe5dcb08514a3ab7ddd806af651ff7/view

## Description

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.

## Publications

- January 21, 2025: Presolicitation. Notice 5efe5dcb08514a3ab7ddd806af651ff7. https://sam.gov/workspace/contract/opp/5efe5dcb08514a3ab7ddd806af651ff7/view

## Points of contact

- Shelly Thieme, thieme.shelly@pbgc.gov
- Christine Retarides, retarides.christine@pbgc.gov

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Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/16pbgc25q0054presol.