Project Information

Bid Title

Complexity Level IV Plan Services

Issuing Agency

PENSION BENEFIT GUARANTY CORPORATION

Location

District of Columbia

Published Date

Sep 30, 2026

Closing Date

Oct 2, 2026

Government Level

Federal

Status

Closed

Original Source

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Bid Documents

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Set Aside

No Set aside used

Project Description

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Complexity Level IV Plan Services

Active

Contract Opportunity

Notice ID

Related Notice

Department/Ind. Agency

PENSION BENEFIT GUARANTY CORPORATION

General Information

• Contract Opportunity Type: Special Notice (Original)
• Original Published Date: Sep 30, 2026 09:04 am EDT
• Original Response Date: Oct 02, 2026 05:00 pm EDT
• Inactive Policy: Manual
• Original Inactive Date: Oct 05, 2026
• Initiative:
  • None

Classification

• Original Set Aside: No Set aside used
• Product Service Code: R408 - SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPPORT
• NAICS Code:
  • 541611 - Administrative Management and General Management Consulting Services
• Place of Performance:
  Washington , DC
  USA

Description

NOTICE OF INTENT TO SOLE SOURCE

Agency: Pension Benefit Guaranty Corporation (PBGC)

NAICS Code: 541611

Proposed Vendor: Bolton Partners DC, Inc.

Statutory Authority: 41 U.S.C. 3304(a)(1), also found in FAR 6.103-1(b)

1. Description of Requirement

The purpose of this requirement is to procure highly specialized actuarial support services for three (3), active Complexity Level IV Pension Plans. Complexity Level IV plans are defined as any plan larger than 4,500 participants. In performance of this contract, the contractor shall provide actuarial expertise to ensure timely and accurate completion of tasks associated with the valuation of termination benefits for three (3) Complexity Level IV plans under Title IV of ERISA of 1974. Tasks include support with: Benefit Statements and Retirement Statements (BSRS), Actuarial Case Reports (ACR), Post-Valuation Support, Information Technology Program Compliance, and Contractor Program Management for three (3) Complexity level IV plans.

2. Background

Bolton Partners DC, Inc. has developed highly specialized, extensive, detailed institutional knowledge of plan‑specific assumptions, prior benefit calculation methodologies, specific coding logic used in benefit and retirement statement programming, historical participant‑level data validation, case processing documentation, and resolution of legacy data anomalies under prior task orders specific to the three (3) Complexity Level IV plans.

The remaining plan work, to be completed under this contract is inherently dependent on methodologies, software logic, data structures, and actuarial baselines established by Bolton. Because these technical foundations cannot be replicated without significant re-engineering effort, only Bolton can meet PBGC’s minimum requirements for continuity, accuracy, and timely completion of benefit calculations.

Attempting to reassign the work under these three plans would introduce severe operational vulnerabilities and risk catastrophic data gaps during peak processing cycles. This would disrupt the planned sequence of valuations, delay the issuance of accurate benefit statements, and impede transition of these plans to ongoing administration. The delay would also increase overall project cost to the Government due to the necessity of re‑creating complex actuarial baselines, software logic, and case files.

If the work was reassigned, the incoming contractor would require months to reconstruct prior work before beginning any of the remaining tasks. Delays in completing benefit calculations and ACRs for all three plans would directly impact PBGC’s ability to deliver accurate and timely participant benefits, which is a core mission requirement.

3. Response Instructions & Guidelines

This publication constitutes a public notice of intent to sole source and is not a formal request for competitive proposals or quotes. However, interested parties who believe they can fully satisfy the government's technical requirements may submit a comprehensive capability statement.

4. Submission Details

Response Deadline: October 2, 2026, at 5:00 PM EST.

Submission Medium: Written capability statements must be delivered via email to the point(s) of contact listed in the Special Notice.

Attachments/Links

Contact Information

Contracting Office Address

• US

Primary Point of Contact

• Monique Anthony
• anthony.monique@pbgc.gov

Secondary Point of Contact

• Felicia Hurst
• hurst.felicia@pbgc.gov

History

• Sep 30, 2026 09:04 am EDTSpecial Notice (Original)

Commodity Codes

• FSC RProfessional, Administrative and Management Support Services

• NAICS 541611Administrative Management and General Management Consulting Services

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