Request for Information, Insurance Rate Survey Information Subscription
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Pension Benefit Guaranty Corporation (PBGC), under the Department of Labor, has issued a Request for Information (RFI) for an Insurance Rate Survey Information Subscription. This RFI seeks to identify sources capable of providing monthly survey data on group annuity interest rates to help PBGC refine its methodology for calculating pension benefit liabilities. Responses are due by June 25, 2026, at 4:00 PM EST.
Purpose
PBGC's Policy Research and Analysis Department (PRAD) currently surveys group annuity insurers to determine interest rates for pension benefit liabilities. This RFI aims to gather information from industry experts to refine this survey methodology and obtain a subscription to monthly group annuity insurer survey data, which will assist PBGC in refining its methodology for determining interest rates used for discounting liabilities.
Scope of Work (Anticipated)
The anticipated contract will require the contractor to:
- Survey at least half of the group annuity insurers operating in the market monthly.
- Provide an online Pension Risk Transfer (PRT) Index containing interest rate information to PBGC.
- Offer technical assistance (up to 15 hours per year) related to the survey data and the group annuity market.
Anticipated Contract Details
- Type: Firm Fixed-Price contract is anticipated.
- Duration: A 12-month Base Period (January 1, 2027 - December 31, 2027) with four 12-month option periods and one optional six-month extension, potentially extending to July 1, 2032.
- Set-Aside: None specified.
- Place of Performance: Off-site at the contractor's offices; no travel is required.
- Product Service Code: B599 (Other Special Studies And Analysis).
- NAICS Code: 541990 (All Other Professional, Scientific, and Technical Services) is proposed, with feedback requested on its suitability.
Response Requirements
Interested parties should provide:
- Company name, Unique Entity Identifier (UEI), Point of Contact, and socio-economic status under NAICS Code 541990.
- Demonstration of capability to perform services outlined in the Draft Statement of Work.
- Details of similar or previous experience.
- Feedback on the sufficiency of the Draft SOW for a solicitation, competitive pricing for 10-20 subscriptions, and a cost estimate.
- Suggestions for alternative NAICS codes if 541990 is deemed unsuitable.
- General feedback on the Draft SOW, including any vague statements, cost-prohibitive demands, or reasons for not participating.
Response Format & Deadline
- Responses must be submitted via email in Microsoft Word or Adobe PDF format.
- Deadline: June 25, 2026, by 4:00 PM Eastern Standard Time.
- Email to: nguyen.au@pbgc.gov and brummell.joseph@pbgc.gov.
Important Notes
This RFI is for informational and planning purposes only and does not constitute a solicitation or a promise to issue one. The U.S. Government will not pay for any information or administrative costs incurred. Not responding does not preclude participation in any future solicitation.