4 0-DRAFT Task Order Exhibit B 05-21-07.doc
DOC document 864 KB Posted
- Attached to
- RETIREMENT BENEFIT PROGRAM
- Solicitation number
- 001PP-JM-08
- Issued by
-
Department of Energy
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| File | Type | Posted |
|---|---|---|
| 3- DRAFT Task Order Exhibit A 05-21-07.doc | DOC document | |
| 4- Task Order Welfare Exhibit B 05-21-07.doc | DOC document | |
| 3- Task Order Exhibit A 05-21-07.doc | DOC document |
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EXHIBIT B
NATIONAL SECURITY TECHNOLOGIES, LLC
TASK ORDER SUBCONTRACT
STATEMENT OF WORK
B-1 Objectives
To ensure that NSTec administers its defined benefit and defined contribution plans in accordance with its contract with DOE and all other applicable laws and regulations, utilizes best practices, and meets its fiduciary obligations, NSTec requires expert Subcontractor assistance. Subcontractor shall provide professional, knowledgeable and skilled subject matter experts who have worked on plans of similar complexity and size that can provide reliable and experienced pension plan administrative, research and analysis, legislative compliance, actuarial and investment consulting services to National Security Technologies LLC (NSTec) for the NSTec Employee Retirement Plan, NSTec Employee Thrift Plan and the NSTec Represented Employee Thrift Plan.
B-2 Background
Effective July 1, 2006, NSTec was awarded the Department of Energy (DOE) National Nuclear Security Administration (NNSA) prime contract to manage the Nevada Test Site contract. NSTec assumed sponsorship of the Bechtel Nevada (prior contractor) defined benefit and defined contribution plans. The attached Summary Plan Descriptions for the NSTec Employee Retirement Plan, NSTec Employee Thrift Plan and NSTec Represented Employee Thrift Plan provide detailed information on these plans. The most recent Actuarial Valuation Report for the NSTec Employee Retirement Plan shows there are 1,996 active plan participants, 25 disabled participants, 38 frozen active participants, 2,291 term vested participants, and 2,947 participants currently receiving a benefit. There are currently seven active equity managers and one fixed income manager managing assets in the NSTec Employee Retirement Plan and assets in this plan exceed $313M. The Plan is currently being restated and will be submitted to the IRS for a plan determination later this year. Effective January 1, 2008, NSTec implemented a Roth 401(k) in both Thrift plans and an automatic enrollment feature in the NSTec Employee Thrift Plan. The participation level in the NSTec Employee Thrift Plan is currently 93%; participation in the NSTec Represented Employee Thrift Plan is 39%. Assets in the two defined contribution plans exceed $240M.
B-3 Statement of Work
Subcontractor shall perform services on a task order basis related to defined benefit and defined contribution plan administration, research and analysis, actuarial support, and investment consulting in compliance with NSTec’s contract with DOE and all other applicable laws and regulations governing retirement plans. Subcontractor shall have appropriate systems, processes and procedures in place to ensure best-in-class deliverables. Subcontractor shall also assign Key Personnel to this subcontract that have the appropriate credentials, knowledge, skills, and experience to ensure that all work is of the highest quality and that all tasks are completed within established deadlines.
B-4 Subcontractor Experience Subcontractor must have a minimum of 10 years experience and must demonstrate minimum ten (10) years experience in defined benefit and defined contribution plan administration, research and analysis, actuarial support, investment consulting in compliance, and applicable laws and regulations governing retirement plans.
B-5 Task Item Listing
The Task listed in Exhibit A, Consideration Schedule identifies those tasks which may be required on a recurring basis. Some tasks are annual while others are on an as needed basis.
B-6 Deliverables
Deliverables shall be identified in each task order issued against the subcontract.
B-7 Period of Performance
The period of performance will be from July 1, 2008 through June 30, 2013.
B-8 Documents for Reference The following documents are provided as references:
| Title |
| Rev. |
| Date |
| 1. NSTec Employee Retirement Plan Summary Plan Description |
| 1 |
| August 2007 |
| 2. NSTec Employee Thrift Plan Summary Plan Description |
| 1 |
| August 2007 |
| 3. NSTec Represented Employee Thrift Plan Summary Plan Description |
| 1 |
| August 2007 |
| 4. NSTec Contract DE-AC52-06NA25946, Section J, Appendix A |
| None |
| None |
| 5. RFP No. DE-RP52-05NA25946, Section H |
| None |
| None |
| 6. DOE FAS 106 INFORMATION REQUEST Spreadsheet (Pages 16 – 35) |
| None |
| None |
| 7. FAS 106 INFORMATION REQUEST |
| None |
| None |
| 8. FAS 106 INFORMATION REQUEST |
| None |
| None |
| 9. DOE FAS 87 INFORMATION REQUEST |
| None |
| None |
| 10. FAS 87 INFORMATION REQUEST |
| None |
| None |
| 11. FAS 87 INFORMATION REQUEST Spreadsheet (Pages 12 – 28) |
| None |
| None |
| 12. FAS 106 INFORMATION REQUEST Data Call |
| None |
| None |
| 13. FAS 106 INFORMATION REQUEST Spreadsheet (Pages 5 – 10) |
| None |
| None |
B-9 Submittals
ADM
Subcontract Administrator
STR
Subcontract Technical Representative
NLT
No Later Than
TLO
Transmittal Letter Only
NTP
Notice to Proceed
| Description |
| Ref. |
| Copies |
| Rec. By |
| Due Date |
| Comments |
| Organizational Conflict of Interest (OCI) Certification |
| Exh D |
| 1 |
| ADM |
| As applicable |
| Prior to addition of any Lower-tier Subcontractors for work similar to that to be performed by the offeror valued over $100K |
Individual
Subcontract Report
| Exhibit D |
| 1 |
| www.esrs.gov |
| Semi-annually, as specified in special condition titled, “SUBCONTRACTING PLAN” |
Summary
Subcontract Report Exhibit D
| 1 |
| www.esrs.gov |
| Annually, as specified in special condition titled, “SUBCONTRACTING PLAN” |
| Request to provide sensitive information to Non-US Citizen |
| Exhibit |
D
| 1 |
| STR |
| 45 days in advance |
As applicable Approval must be provided prior to any information to be given to non-US citizens.
Task Order Exhibit B Solicitation No. 001PP-JM-08
Retirement Benefit Program Subcontract No.
10/30/07
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