0170 - SFA Actuarial Services

Questions & Answers / Clarifications

This document provides responses to vendor questions regarding a solicitation, clarifying various aspects of the Performance Work Statement (PWS), instructions, and schedule.

• Incumbent Contractor: Strategic Technology Institute is the incumbent.
• Pricing: Pricing can be included in a separate section within the response. The government cannot provide specific ROM pricing guidance due to case variability.
• Page Limitations: The 10-page limit excludes marketing/capability materials in the appendix. A separate narrative response (up to 10 pages) is permitted in addition to the completed questionnaire.
• Scope of Work: Tasks 1-4 of the PWS are currently performed by a contractor; Tasks 5 and 6 are new requirements, related to optional, as-needed actuarial work for non-SFA pension and health casework.
• Number of Plans: There are additional plans beyond the initial 106 mentioned, but these will be made optional.
• Award Structure: All plans are anticipated to be assigned to one contractor.
• Labor Categories: Requested labor categories for pricing include Project Manager, Enrolled Actuary, Associate Actuary, Actuarial Assistance/Assistant Actuary, and Data Processor.
• Subcontracting: The requirement for using small or minority business enterprises as subcontractors will be determined during the Solicitation phase.

The RFI due date has been extended to 2:00 PM EST on April 07, 2026.

Statement of Work (SOW) / Performance Work Statement (PWS)

To provide consultant actuarial services to support the Department of Labor's (DOL) Employee Benefits Security Administration (EBSA) in administering the Special Financial Assistance (SFA) program established by the American Rescue Plan Act of 2021 (ARP). This program aims to ensure that certain multiemployer pension plans reinstate suspended benefits and provide payments equal to previously suspended amounts.

• SFA Support: Review plan documents and participant census data to calculate monthly benefits for a sample of individuals. Compare calculated benefits to amounts paid by the plan, identify discrepancies, and request additional data as needed. Produce a summary document of methodology and findings.

• Casework Support: Provide case-specific actuarial support for pension and group health matters. This includes case intake, data acquisition and validation, actuarial analysis (funding, liabilities, assumptions, compliance), and preparation of confidential reports and briefings. Support may extend to litigation and enforcement.

• Work products are government-confidential.

• Public-facing materials must be Section 508 compliant.

• All work must be led and signed by a credentialed actuary and comply with applicable Actuarial Standards of Practice (ASOPs).

• Timelines will be specified by the Contracting Officer's Representative (COR).

• One 12-month base period and two 12-month option periods.

• Place of performance is not specified, but work will be coordinated with DOL/EBSA staff.

• Contractor must have demonstrated experience in calculating pension benefits for private pension plans.

• Requires expertise in actuarial analyses for both pension and group health plans, including funding, liabilities, assumptions, and compliance (ERISA, MHPAEA, ACA).

• Secure handling of government-confidential case materials is required.

Form / Attachment / Pricing Sheet

This document is a Quality Assurance (QA) Log, likely intended to track questions and responses related to the SFA Casework opportunity. It serves as a record of inquiries and clarifications provided by the government.

The log appears to be structured with columns for 'Section', 'Question', and 'Response'. However, the provided content for these columns is empty.

While this document is a QA Log, the absence of any specific questions or responses means it currently provides no actionable information for bidders. Bidders should refer to other official communication channels for any clarifications or updates related to this opportunity. If this log were populated, it would be crucial for understanding potential ambiguities in the solicitation and the government's official stance on various aspects of the requirement.