Solicitation 1605C3-24-R-00006.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

CAS

S-4307 200 Constitution Ave, NW Customer Acquisition Services US Department of Labor

OWCP DC NAT SHIP CODE 16. ADMINISTERED BYCODE

X

X

X

524298

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORCAS

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

03/07/2024 03:00 P.M. ET

01/25/2024

202-693-7163Nevaor Mitchner (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

1605C3-24-R-00006

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 88 1638-DAO-24-NAT-0006OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Washington DC 20210

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20210

ROOM S3524

200 CONSTITUTION AVE, NW

US DEPARTMENT OF LABOR

15. DELIVER TO

Washington DC 20210 S-4307 200 Constitution Ave, NW Customer Acquisition Services

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$30.5

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US Department of Labor

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The U.S. Department of Labor (DOL) has a requirement for Actuarial Liability Services on behalf of Office of Workers' Compensation Programs (OWCP) in accordance with the tasks outlined in the Performance Work Statement (PWS).

The Government anticipates awarding a single award hybrid firm-fixed price and labor hour contract from this solicitation.

The period of performance will be one 12-month (Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Elvis R. Colbert

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Base Period and four 12-month Option Periods as shown below:

Base Period: March 29, 2024 – March 28, 2025

Option Period 1: March 29, 2025 – March 28, 2026

Option Period 2: March 29, 2026 – March 28, 2027

Option Period 3: March 29, 2027 – March 28, 2028

Option Period 4: March 29, 2028 – March 28, 2029

Please provide your price proposal in accordance with Block 8 of this form to Nevaor E. Mitchner, mitchner.nevaor.e@dol.gov and Elvis R. Colbert, Colbert.elvis.r@dol.gov. If you have any questions, please submit them on (Attachment A

-Question and Answer Spreadsheet) via email to

Nevaor Mitchner, Mitchner.Nevaor.E@dol.gov and

Elvis R. Colbert, Colbert.Elvis.R@dol.gov.by

Thursday, February 8, 2024, at 3:00pm ET.

Period of Performance: 03/29/2024 to 03/28/2029

0001 Base Year Actuarial Services

Task 1: EEOICPA Actuarial Liability Model

Task 2: FECA Actuarial Liability Model

Task 3: BLBA Actuarial Liability Model

Task 4: Actuarial Liability, Actuarial Analysis

Base POP 3/29/24 - 3/28/25

Product/Service Code: R499

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

88 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 88

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C3-24-R-00006

Period of Performance: 03/29/2024 to 03/28/2025

1001 Option Year 1 Actuarial Services

Task 1: EEOICPA Actuarial Liability Model

Task 2: FECA Actuarial Liability Model

Task 3: BLBA Actuarial Liability Model

Task 4: Actuarial Liability, Actuarial Analysis

POP 3/29/25 - 3/28/26

(Option Line Item)

(Anticipated Option Exercise Date) 02/28/2025

Product/Service Code: R499

2001 Option Year 2 Actuarial Services

Task 1: EEOICPA Actuarial Liability Model

Task 2: FECA Actuarial Liability Model

Task 3: BLBA Actuarial Liability Model

Task 4: Actuarial Liability, Actuarial Analysis

POP 3/29/26 - 3/28/27

(Option Line Item)

(Anticipated Option Exercise Date) 02/28/2026

Product/Service Code: R499

3001 Option Year 3 Actuarial Services

Task 1: EEOICPA Actuarial Liability Model

Task 2: FECA Actuarial Liability Model

Task 3: BLBA Actuarial Liability Model

Task 4: Actuarial Liability, Actuarial Analysis

POP 3/29/27 - 3/28/28

(Option Line Item)

(Anticipated Option Exercise Date) 02/28/2027

Product/Service Code: R499

4001 Option Year 4 Actuarial Services

Task 1: EEOICPA Actuarial Liability Model

Task 2: FECA Actuarial Liability Model

Task 3: BLBA Actuarial Liability Model

Task 4: Actuarial Liability, Actuarial Analysis

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

4 88

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C3-24-R-00006

POP 3/29/28 - 3/28/29

(Option Line Item)

(Anticipated Option Exercise Date) 02/28/2028

Product/Service Code: R499

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

B - Supplies or Services/Prices

Please provide the most favorable discounted rate available and provide pricing in the below format, adding details as necessary.

Base Period:

March 29, 2024

- March 28, 2025 MATERIAL/SUPPLIES LABOR

DESCRIPTION

OF WORK QUANITY

UNIT

MEASURE SUBTOTALS

LABOR

CATEGORY QUANTITY

UNIT

MEASURE

PER

HOUR SUBTOTALS

Task 1:

EEOICPA

Actuarial Liability Model 1 EA Task 2: FECA Actuarial Liability Model 1 EA Task 3: BLBA Actuarial Liability Model 1 EA Task 4:

Actuarial Liability:

Actuary Actuary 300.0 HR Task 4:

Actuarial Liability:

Actuarial Analyst

Actuarial Analyst 50.0 HR

Sub-Total Base Period $ Sub-Total Base Period $

Base Period Total Amount $

Option Period One: March 29, 2025 - March

28, 2026 MATERIAL/SUPPLIES LABOR

DESCRIPTION

OF WORK QUANITY

UNIT

MEASURE SUBTOTALS

LABOR

CATEGORY QUANTITY

UNIT

MEASURE

PER

HOUR SUBTOTALS

Task 1:

EEOICPA

Actuarial Liability Model 1 EA Task 2: FECA Actuarial Liability Model 1 EA Task 3: BLBA Actuarial Liability Model 1 EA Task 4:

Actuarial Liability:

Actuary Actuary 300 HR Task 4:

Actuarial Liability:

Actuarial Analyst

Analyst 50 HR

Sub-Total Option Period One $

Sub-Total Option Period One $

Option Period One Total Amount $

Two: March 29, 2026 - March 28, 2027 MATERIAL/SUPPLIES LABOR

DESCRIPTION

OF WORK QUANITY

UNIT

MEASURE SUBTOTALS

LABOR

CATEGORY QUANTITY

UNIT

MEASURE

PER

HOUR SUBTOTALS

Task 1:

EEOICPA

Actuarial Liability Model 1 EA Task 2: FECA Actuarial Liability Model 1 EA Task 3: BLBA Actuarial Liability Model 1 EA Task 4:

Actuarial Liability:

Actuary Actuary 300 HR Task 4:

Actuarial Liability:

Actuarial Analyst

Two $

Sub-Total

Period Two $

Option Period Two Total Amount $

Three: March 29, 2027 - March 28, 2028 MATERIAL/SUPPLIES LABOR

DESCRIPTION

OF WORK QUANITY

UNIT

MEASURE SUBTOTALS

LABOR

CATEGORY QUANTITY

UNIT

MEASURE

PER

HOUR SUBTOTALS

Task 1:

EEOICPA

Actuarial Liability Model 1 EA Task 2: FECA Actuarial Liability Model 1 EA Task 3: BLBA Actuarial Liability Model 1 EA Task 4:

Actuarial Liability:

Actuary Actuary 300 HR Task 4:

Actuarial Liability:

Actuarial Analyst

Three $

Sub-Total

Period Three $

Option Period Three

Four: March 2 9, 2028 - March

28, 2029 MATERIAL/SUPPLIES LABOR

DESCRIPTION

OF WORK QUANITY

UNIT

MEASURE SUBTOTALS

LABOR

CATEGORY QUANTITY

UNIT

MEASURE

PER

HOUR SUBTOTALS

Task 1:

EEOICPA

Actuarial Liability Model 1 EA Task 2: FECA Actuarial Liability Model 1 EA Task 3: BLBA Actuarial Liability Model 1 EA Task 4:

Actuarial Liability:

Actuary Actuary 300 HR Task 4:

Actuarial Liability:

Actuarial Analyst

Four $

Sub-Total

Period Four $

Option Period Four

TOTAL

CONTRACT

VALUE WITH

OPTIONS $

C - Description/Specifications

Performance of Work Actuarial Services Office of Workers’ Compensation Programs (OWCP)

PART 1 GENERAL INFORMATION

1.0 BACKGROUND INFORMATION:

The Office of Workers Compensation (OWCP) administers four major disability compensation programs that provide wage replacement benefits, medical treatment, vocational rehabilitation and other benefits to certain workers or their dependents who experience work-related injury or occupational disease.

The Federal Employees’ Compensation Act (FECA) program provides wage replacement and medical benefits to civilian employees of the Federal Government injured at work, and to certain other designated groups.

The Black Lung Benefits Act (BLBA) program provides compensation benefits to eligible coal miners and their families and medical benefits to eligible coal miners in the event of total disability or death due to pneumoconiosis. These benefits are financed through direct Federal appropriations, earmarked tax revenues, and legislatively- mandated private sector liability insurance arrangements.

The Energy Employees Occupational Illness Compensation Program Act (EEOICPA) provides benefits to employees or survivors of employees of the Department of Energy (DOE), its contractors and subcontractors, companies that provided beryllium to DOE and atomic weapons employers who suffer from a radiation-related cancer, beryllium- related disease, chronic silicosis, or exposures to other toxic substances resulting in occupational illnesses. The program also covers certain uranium workers who suffer from radiation-related illnesses because of their work in producing or testing nuclear weapons.

The Longshore and Harbor Workers’ Compensation Act (LHWCA) program works with self- and commercially insured employers of longshore workers, as well as certain other types of employment through Act extensions, to provide compensation and medical benefits to employees for employment-related injuries.

OWCP staff (comprised of actuaries, statisticians, and economists) produces these liability estimates throughout the year for Federal financial statements within the brief timeframes between June 30th and the date required by the Federal financial statement process, generally late September through early October. The estimates are reported in and audited as part of Federal financial statements each year.

1.1 OBJECTIVES:

The objective of this effort is to provide OWCP with a review of the annual actuarial liability estimates, and related audit and analytical support, for the Energy Employees Occupational Illness Compensation Program Act (EEOICPA), Black Lung Benefits Act (BLBA), and the Federal Employees’ Compensation Act (FECA).

1.2 SCOPE:

The Department of Labor Office of Workers’ Compensation Programs (OWCP) requires casualty actuarial services to:

· Review, evaluate, and explain the actuarial liability estimate for the Energy Employees Occupational Illness Compensation Program Act (EEOICPA);

· Review, evaluate, and explain the Federal Employees’ Compensation Act (FECA) Workers’ Compensation Liability estimate;

· Review, evaluate, and explain the Black Lung Disability Trust Fund (BLDTF) future liability estimate, including estimated future Coal Excise Tax Revenue; and,

· Assist with questions about OWCP liability estimates from the Office of the Chief Financial Officer, Office of the Inspector General (OIG) and its auditors.

· The Contractor shall perform, as needed:

o Actuarial analysis of impacts to OWCP programs from the Black Lung Self Insurance Program, FECA Reform, other proposed legislative and regulatory changes, as well as impacts stemming from changing economic or market conditions; and, o Recommendations of adjustments to current models, or design of new models to project actuarial liability.

PERIOD OF PERFORMANCE:

The anticipated period of performance is for 1 -12-month base period with 4–12-month option periods.

Base Period: March 29, 2024 – March 28, 2025 Option Period 1: March 29, 2025 – March 28, 2026 Option Period 2: March 29, 2026 – March 28, 2027 Option Period 3: March 29, 2027 – March 28, 2028 Option Period 4: March 29, 2028 – March 28, 2029

1.3 QUALITY CONTROL: The Contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is how the work is assured to comply with the requirement of the contract. The Quality Control Plan is to be delivered with the Contractor’s proposal. After acceptance of the quality control plan the Contractor shall receive the contracting officer’s acceptance in writing of any proposed change to their QC system.

1.4 QUALITY ASSURANCE: The Government shall evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.5 RECOGNIZED HOLIDAYS: The Contractor is not required to perform services on the following holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Juneteenth Christmas Day Independence Day

1.7 HOURS OF OPERATION: The Contractor is responsible for conducting business, between the hours of 8:00 am to 5:00 pm, Monday through Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings. For other than firm fixed price contracts, the Contractor will not be reimbursed when the Government facility is closed for the above reasons. The Contractor must always maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.8 PLACE OF PERFORMANCE: Work will be performed at the Contractor site. No travel is anticipated for this requirement.

1.9 TYPE OF CONTRACT: The Government anticipates awarding a hybrid firm-fixed price and labor hour contract from this solicitation.

1.10 SECURITY REQUIREMENTS: Contractor staff are required to conform to DOL’s security and privacy requirements as described below.

1.10.1 Background Investigations

The Contractor shall comply with applicable agency personal identity verification procedures identified in the contract that implement Homeland Security Presidential Directive-12 (HSPD-12), Office of Management and Budget (OMB) guidance M-05-24, and Federal Information Processing Standards Publication (FIPS PUB) Number 201. Contract employees must be able to pass a NACI-level Government background check.

1.10.2 Privacy

Portions of information disclosed during the performance of this task are protected by the provisions of the Privacy Act of 1974;

therefore, all personnel assigned to this Contract are required to take proper precautions to protect the information from disclosure.

1.10.3 Ownership

All products and deliverables developed under this PWS are the property of the U.S. Government and DOL. The liability model and data are the sole property of the US Department of Labor and will not be used for purposes other than those provided for in this task or authorized by the COR.

1.10.4 Commitment to Protect Sensitive Information

The Contractor shall not release, publish, or disclose sensitive information to unauthorized personnel, and shall protect such information in accordance with provisions of the following laws and any other pertinent laws and regulations governing the confidentiality of sensitive information: 18 U.S.C. 641 (Criminal Code: Public Money, Property or Records)

1.10.5 Required Security Training

Not applicable – the Contractor will not have access to DOL systems.

1.11 CONTRACTING OFFICER REPRESENTATIVE:

The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including Government drawings, designs, specifications; monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially about changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting contract.

1.12 STAFFING: The Casualty Actuary professionals signing actuarial reports must possess credentials from, and be in good standing with, the Casualty Actuarial Society (CAS) or the General Insurance track from the Society of Actuaries (SOA).

1.12.1 All Contractor staff assigned to perform in accordance with this contract are subject to Government review and approval. The Contractor is required to remove any employee whose conduct or performance is such that retention would not be in the best interests of the Government.

1.12.2 Contractor employees shall always present a professional appearance and their conduct shall not reflect discredit upon the United States and or the Department of Labor.

1.12.3 Conflict of Interest. The Contractor shall not employ any person who is an employee of the United States Government if that employment would appear to cause a conflict of interest.

1.13 CONTRACTOR TRAVEL: Work will be performed at the Contractor site. No travel is anticipated for this requirement.

PART 2 DEFINITIONS & ACRONYMS

BLBA - Black Lung Benefits Act

CAS - Casualty Actuarial Society

CLIN – Contract Line Item Number

CO – Contracting Officer

COR - Contracting Officer’s Representative: A representative from the requiring activity assigned by the Contracting Officer to perform surveillance and to act as liaison to the Contractor

Defective Service - A service output that does not meet the standard of performance associated with it in the Performance Work Statement.

DOL - Department of Labor

EEOICPA - Energy Employees’ Occupational Illness Compensation Act

FAR – Federal Acquisition Regulation

FECA - Federal Employees’ Compensation Act

LHWCA - Longshore and Harbor Workers’ Compensation Act

OASAM – Office of the Assistant Secretary for Administration and Management

OMB - Office of Management and Budget

OWCP - Office of Workers’ Compensation Programs

PWS – Performance Work Statement

Quality Control - Those actions taken by a Contractor to control the performance of services so that they meet the requirements of the

PWS.

Quality Assurance - Those actions taken by the Government to assure services meet the requirements of the Performance Work Statement.

QASP – Quality Assurance Surveillance Plan

SF – Standard Form

PART 3 GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3.0 GOVERNMENT FURNISHED PROPERTY, EQUIPMENT AND SERVICES:

3.1 The Government shall provide the following resources

Task 1 (EEOICPA Actuarial Liability Estimate):

The Government will provide soft copy of the program data, OMB economic assumptions, actuarial model, and information on program and data changes. The Contractor will provide the work site and all related office requirements.

Task 2 (FECA Actuarial Liability Estimate):

The Government will provide soft copy of the annual actuarial model run, OMB economic assumptions, case data, and model input in addition to information on program and data changes. The Contractor will provide the work site and all related office requirements.

Task 3 (BLBA Liability Estimate):

The Government will provide a soft copy of the inputs, assumptions, and actuarial model including economic assumptions and information on program and data changes. The Contractor will provide the work site and all related office requirements.

Task 4 (Actuarial Modeling and Analysis):

The Government will provide any data, documentation, and background necessary for analysis and model development. The Contractor shall provide the work site and all related office requirements.

PART 4 CONTRACTOR FURNISHED ITEMS AND SERVICES

NOT APPLICABLE

PART 5 SPECIFIC TASKS

A. Project Tasks

Task 1 (EEOICPA Actuarial Liability Estimate):

1. Review the annual actuarial liability model of the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) and provide feedback.

2. Review the actuarial liability estimate for the fiscal year, recommend appropriate adjustments, determine a range of reasonable estimates, and provide a final External Actuarial Review report in conformance with agreed upon formats approved by OWCP.

3. Work with OWCP staff to address questions that arise from the annual audit of the EEOICPA liability estimates in a timely manner.

Task 2 (FECA Actuarial Liability Estimate):

1. Review the model output provided by OWCP following input of chargeback data updates for the Chargeback Year (CBY) and provide feedback.

2. Create and maintain a separate process for calculating the FECA liability estimate, to serve as independent verification of the OWCP algorithms.

3. Review the actuarial liability estimate for the fiscal year, recommend appropriate adjustments, determine a range of reasonable estimates, make appropriate adjustments from the peer review process, and provide a final External Actuarial Review report in conformance with agreed upon formats approved by OWCP.

4. Work with OWCP staff to address questions that arise from the annual audit of the FECA liability estimates in a timely manner.

Task 3 (BLBA Liability Estimate):

1. Review the Office of Workers’ Compensation Programs (OWCP) Black Lung Disability Trust Fund (BLDTF) liability estimation model provided by OWCP and provide feedback.

2. Review the Black Lung Coal Excise Tax model provided by OWCP and provide feedback.

3. Review the liability estimate for the fiscal year, recommend appropriate adjustments, determine a range of reasonable estimates, and provide a final External Actuarial Review report, in conformance with agreed upon formats approved by OWCP.

4. Work with OWCP staff to address questions that arise from the audit of the annual review of liability estimates in a timely manner.

Task 4 (Actuarial Modeling and Analysis):

1. Perform, upon Government request, actuarial analysis of impacts to OWCP programs of proposals such as the Black Lung Self Insurance Program, FECA Reform, and other proposed legislative and regulatory changes, as well as impacts stemming from changing economic or market conditions. The Contractor may also advise, review, or prepare enhancements and improvements to the liability models.

B. Payment Schedule Task 1 (EEOICPA Actuarial Liability Estimate):

· 20% payment upon timely delivery of the model review and feedback, due on or about August 23rd.

· 50% payment upon timely delivery of the draft external actuarial review report due on or about September 14th.

· 10% payment upon timely delivery of the final draft of the external actuarial review report and all related documentation such as supporting analysis due on or about September 26th.

· 20% payment upon final delivery of all deliverables and completion of clarification activities Task 2 (FECA Actuarial Liability Estimate):

· 20% payment upon timely delivery of the model review, independent recalculation, and feedback, due on or about August 10th.

· 50% payment upon timely delivery of the draft external actuarial review report due on or about September 7th.

· 10% payment upon delivery of the final draft of the external actuarial review report and all related documentation such as supporting analysis due on or about September 21st.

· 20% payment upon final delivery of all deliverables and completion of audit clarifications Task 3 (BLBA Liability Estimate):

· 20% payment upon timely delivery of the model review and feedback, due on or about August 20th.

· 50% payment upon timely delivery of the draft external actuarial review report due on or about September 14th.

· 20% payment for timely delivery of the final external actuarial review report due on or about October 1st.

· 20% payment for final delivery of all deliverables and completion of audit clarifications Task 4 (Actuarial Modeling and Analysis – including, but not limited to, adjusting, or creating actuarial models and analyzing actuarial data in response to legislative, regulatory, economic, or program and policy changes)

· Payment upon monthly invoicing for hours worked

PART 6 APPLICABLE PUBLICATIONS

Not Applicable

TECHNICAL EXHIBIT 1

Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective Standard Performance Threshold

Method of Surveillance

PRS #1.1

Review the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) actuarial liability estimate for the fiscal year, prepared by the OWCP program.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #1.2

Work with OWCP program staff to ensure receipt of required input data and program information, including any anticipated changes.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #1.3

Provide recommendations on improvements to the current EEOICPA Actuarial Liability model.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #1.4

Provide a final actuarial review report to OWCP, in conformance with required formats.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

Performance Objective Standard Performance Threshold

Method of Surveillance

PRS #1.5

Provide all related documentation to

OWCP.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #1.6

Use procedures that are fully compliant with applicable accounting standards including but not limited to the Statement of Federal Financial Accounting Standards Number 5 (SFFAS 5) and all applicable Actuarial Standards of Practice. All procedures shall be documented.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #1.7

Clarify the final EEOICPA External Actuarial Review report and related documentation through December 31st each year.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #2.1

Review the implementation and effectiveness of the model to accurately calculate, display, and estimate projected annual costs for benefits.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #2.2

Maintain an internal process to re-create the OWCP case reserve and IBNR calculations, applying multiplicative relativity factors for characteristics of each open claim

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #2.3

Review the model output--the annual liability estimate in aggregate and for individual agencies in the formats consistent with prior years

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

Method of Surveillance

PRS #2.4

Propose revisions as needed, and work with OWCP staff to implement authorized changes.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

PRS #2.5

Provide documentation of actuarial observations, adjustments to the model outputs, and revisions to the model

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #2.6

Provide a final actuarial review report to OWCP, in conformance with required formats.

Compliance with all PWS Tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #2.7

Use procedures that are fully compliant with applicable accounting standards including but not limited to the Statement of Federal Financial Accounting Standards Number 5 (SFFAS 5) and all applicable Actuarial Standards of Practice. All procedures shall be documented.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #2.8

Clarify the final External Actuarial Review report and related documentation through December 31st each year.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles

Method of Surveillance

PRS #3.1

Review the Black Lung Disability Trust Fund (BLDTF) liability estimate for the fiscal year.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within one revision cycle.

100% Inspection

PRS #3.2

Review the Black Lung Coal Excise Tax model provided by OWCP.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

PRS #3.3

Work with OWCP program staff to ensure receipt of required input data and program information, including any anticipated changes.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #3.4

Work with OWCP program staff to ensure reasonable estimations of data.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #3.5

Provide a final actuarial review report to OWCP, in conformance with required formats.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

Performance Objective Standard Performance Threshold

Method of Surveillance

PRS #3.6

Use procedures that are fully compliant with applicable accounting standards including but not limited to the Statement of Federal Financial Accounting Standards Number 5 (SFFAS 5) and all applicable Actuarial Standards of Practice. All procedures shall be documented.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #3.7

Clarify the final External Actuarial Review report and related documentation through December 31st each year.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

PRS #4.1

Work with OWCP staff to ensure receipt of required input data and program information.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #4.2

Provide results of the actuarial analysis upon Government request.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

100% Inspection

PRS #4.3

Work with OWCP program staff to resolve questions and clarify results of analysis.

Compliance with all PWS tasks and deliverables.

90% Error free draft reports / documents corrected to 100% error free within two revision cycles.

TECHNICAL EXHIBIT 2

Contractor Deliverable Schedule

Deliverable Frequency/ Approximate Dates[1]1

# of Copies Medium/Format Submit To

EEOICPA

Actuarial Liability Estimate: Review model (Part 5/A/Task 1/#1)

August 23 (Contractor feedback and recommendations)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendations

OWCP/DFA –

Actuary

OWCP/DFA –

Branch Chief

EEOICPA

Actuarial Liability Estimate: Actuarial Report (Part 5/A/Task 1/#2)

September 14th Draft Report

September 26th Final Report

1 PDF with supporting files in MS Word and Excel format

OWCP/DFA –

Actuary

OWCP/DFA –

Branch Chief

EEOICPA

Actuarial Liability Estimate: Audit Support (Part 5/A/Task 1/#3)

As requested by auditors and OWCP (generally Sept 15th – Nov 15th but not daily)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendation s

OWCP/DFA –

Actuary

OWCP/DFA –

Branch Chief

Deliverable Frequency/ Approximate Dates

# of Copies Medium/Format Submit To

FECA Actuarial Liability Estimate:

Review model (Part 5/A/Task 2/#1)

August 10th (Contractor feedback and recommendations)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendations

OWCP/DFA –

Actuary and Statistician

OWCP/DFA –

Branch Chief

FECA Actuarial Liability: Independent Calculation (Part 5/a/Task2/#2)

August 10th 1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendations

OWCP/DFA –

Actuary and Statistician

OWCP/DFA –

Branch Chief

FECA Actuarial Liability Estimate:

Actuarial Report (Part 5/A/Task 2/#3)

September 7th Draft Report September 21st Final Report

1 PDF with supporting files in MS Word and Excel format

OWCP/DFA –

Actuary and Statistician

OWCP/DFA –

Branch Chief

FECA Actuarial Liability Estimate:

Audit Support (Part 5/A/Task 1/#4)

As requested by auditors and OWCP (generally Sept 15th – Nov 15th but not daily)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendations

OWCP/DFA –

Actuary

OWCP/DFA –

Branch Chief

BLBA Liability Estimate: Review Model (Part 5/A/Task 3/#1)

August 20th (recommendations on improvements to support implementation of BLBA Liability Model)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendation s.

OWCP/DFA –

Actuary

OWCP/DFA –

Branch Chief

BLBA Liability Estimate: Review Tax Model (Part 5/A/Task 3/#2)

August 27th (recommendations on improvements to support implementation of Black Lung Coal Excise Tax Model)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendations.

OWCP/DFA -

Actuary and Economist

OWCP/DFA -

Branch Chief

BLBA Liability Estimate: Actuarial Report (Part 5/A/Task 3/#3)

September 14th Draft Report October 1st Final Report[2]

1 Draft and final PDF with supporting files in MS Word and Excel format

OWCP/DFA -

Actuary

OWCP/DFA -

Branch Chief

BLBA Actuarial Liability Estimate:

Audit Support (Part 5/A/Task 3/#4)

As requested by auditors and OWCP (generally Sept 15th – Nov 15th but not daily)

1 Electronic files in MS Word. Electronic file in Excel is also acceptable for formulas and other technical recommendations

OWCP/DFA -

Actuary

OWCP/DFA -

Branch Chief

[1] For due dates that fall on a non-workday, the delivery date shall be the next business day, with one exception as noted.

[2] If October 1 falls on a non-workday, the final report shall be due on the last workday prior to October 1.

TECHNICAL EXHIBIT 3

Estimated Workload Data

Task Contract Line Item Number

(CLIN)

Labor Category Cost Basis Units Estimated Total Units Per Year

Cost Per Unit Total Cost

Task1:EEOICPA Actuarial Liability Review

0001 Fixed Price EA 1

Task2:FECA Actuarial Liability Review

0002 Fixed Price EA 1

Task3:BLBA Actuarial Liability Review

0003 Fixed Price EA 1

Task 4: Actuarial Analysis 0004 Actuary Labor Hours HR 300

Task 4: Actuarial Analysis 0005 Actuarial Analyst Labor Hours HR 50

Annual Tot al

D - Contract Clauses

52.202-1 Definitions. (JUN 2020)

52.203-5 Covenant Against Contingent Fees. (MAY 2014)

52.203-7 Anti-Kickback Procedures. (JUN 2020)

52.203-17 Contractor Employee Whistleblower Rights. (NOV 2023)

52.204-7 System for Award Management. (OCT 2018)

52.204-13 System for Award Management Maintenance. (OCT 2018)

52.204-14 Service Contract Reporting Requirements. (OCT 2016)

52.204-15 Service Contract Reporting Requirements for Indefinite-Delivery Contracts. (OCT 2016)

52.204-16 Commercial and Government Entity Code Reporting. (AUG 2020)

52.204-18 Commercial and Government Entity Code Maintenance. (AUG 2020)

52.204-19 Incorporation by Reference of Representations and Certifications. (DEC 2014)

52.204-22 Alternative Line Item Proposal. (JAN 2017)

52.204-23 Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities. (DEC 2023)

52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021)

52.204-26 Covered Telecommunications Equipment or Services-Representation. (OCT 2020)

(a) Definitions. As used in this provision, "covered telecommunications equipment or services" and "reasonable inquiry" have the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(b) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services".

(c) Representations. (1) The Offeror represents that it [ ] does, [ ] does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument.

(2) After conducting a reasonable inquiry for purposes of this representation, the offeror represents that it [ ] does, [ ] does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services.

(End of provision)

52.209-2 Prohibition on Contracting With Inverted Domestic Corporations-Representation. (NOV 2015)

52.209-10 Prohibition on Contracting With Inverted Domestic Corporations. (NOV 2015)

52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law. (FEB 2016)

52.212-1 Instructions to Offerors - Commercial Products and Commercial Services. (SEP 2023)

52.212-4 Contract Terms and Conditions - Commercial Products and Commercial Services. (NOV 2023)

52.212-4 Contract Terms and Conditions - Commercial Products and Commercial Services. (NOV 2023) - Alternate I (NOV 2021)

(a) Inspection/Acceptance. (1) The Government has the right to inspect and test all materials furnished and services performed under this contract, to the extent practicable at all places and times, including the period of performance, and in any event before acceptance. The Government may also inspect the plant or plants of the Contractor or any subcontractor engaged in contract performance. The Government will perform inspections and tests in a manner that will not unduly delay the work.

(2) If the Government performs inspection or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish and shall require subcontractors to furnish all reasonable facilities and assistance for the safe and convenient performance of these duties.

(3) Unless otherwise specified in the contract, the Government will accept or reject services and materials at the place of delivery as promptly as practicable after delivery, and they will be presumed accepted 60 days after the date of delivery, unless accepted earlier.

(4) At any time during contract performance, but not later than 6 months (or such other time as may be specified in the contract) after acceptance of the services or materials last delivered under this contract, the Government may require the Contractor to replace or correct services or materials that at time of delivery failed to meet contract requirements. Except as otherwise specified in paragraph (a)(6) of this clause, the cost of replacement or correction shall be determined under paragraph (i) of this clause, but the "hourly rate" for labor hours incurred in the replacement or correction shall be reduced to exclude that portion of the rate attributable to profit. Unless otherwise specified below, the portion of the "hourly rate" attributable to profit shall be 10 percent. The Contractor shall not tender for acceptance materials and services required to be replaced or corrected without disclosing the former requirement for replacement or correction, and, when required, shall disclose the corrective action taken. [Insert portion of labor rate attributable to profit.]

(5)(i) If the Contractor fails to proceed with reasonable promptness to perform required replacement or correction, and if the replacement or correction can be performed within the ceiling price (or the ceiling price as increased by the Government), the Government may-

(A) By contract or otherwise, perform the replacement or correction, charge to the Contractor any increased cost, or deduct such increased cost from any amounts paid or due under this contract; or

(B) Terminate this contract for cause.

(ii) Failure to agree to the amount of increased cost to be charged to the Contractor shall be a dispute under the Disputes clause of the contract.

(6) Notwithstanding paragraphs (a)(4) and (5) above, the Government may at any time require the Contractor to remedy by correction or replacement, without cost to the Government, any failure by the Contractor to comply with the requirements of this contract, if the failure is due to-

(i) Fraud, lack of good faith, or willful misconduct on the part of the Contractor's managerial personnel; or

(ii) The conduct of one or more of the Contractor's employees selected or retained by the Contractor after any of the Contractor's managerial personnel has reasonable grounds to believe that the employee is habitually careless or unqualified.

(7) This clause applies in the same manner and to the same extent to corrected or replacement materials or services as to materials and services originally delivered under this contract.

(8) The Contractor has no obligation or liability under this contract to correct or replace materials and services that at time of delivery do not meet contract requirements, except as provided in this clause or as may be otherwise specified in the contract.

(9) Unless otherwise specified in the contract, the Contractor's obligation to correct or replace Government-furnished property shall be governed by the clause pertaining to Government property.

(b) Assignment. The Contractor or its assignee may assign its rights to receive payment due as a result of performance of this contract to a bank, trust company, or other financing institution, including any Federal lending agency in accordance with the Assignment of Claims Act (31 U.S.C. 3727). However, when a third party makes payment (e.g., use of the Governmentwide commercial purchase card), the Contractor may not assign its rights to receive payment under this contract.

(c) Changes. Changes in the terms and conditions of this contract may be made only by written agreement of the parties.

(d) Disputes. This contract is subject to 41 U.S.C. chapter 71, Contract Disputes. Failure of the parties to this contract to reach agreement on any request for equitable adjustment, claim, appeal or action arising under or relating to this contract shall be a dispute to be resolved in accordance with the clause at Federal Acquisition Regulation (FAR) 52.233-1, Disputes, which is incorporated herein by reference. The Contractor shall proceed diligently with performance of this contract, pending final resolution of any dispute arising under the contract.

(e) Definitions. (1) The clause at FAR 52.202-1, Definitions, is incorporated herein by reference. As used in this clause-

(i) Direct materials means those materials that enter directly into the end product, or that are used or consumed directly in connection with the furnishing of the end product or service.

(ii) Hourly rate means the rate(s) prescribed in the contract for payment for labor that meets the labor category qualifications of a labor category specified in the contract that are-

(A) Performed by the contractor;

(B) Performed by the subcontractors; or

(C) Transferred between divisions, subsidiaries, or affiliates of the contractor under a common control.

(iii) Materials means-

(A) Direct materials, including supplies transferred between divisions, subsidiaries, or affiliates of the contractor under a common control;

(B) Subcontracts for supplies and incidental services for which there is not a labor category specified in the contract;

(C) Other direct costs (e.g., incidental services for which there is not a labor category specified in the contract, travel, computer usage charges, etc.);

(D) The following subcontracts for services which are specifically excluded from the hourly rate:

[Insert any subcontracts for services to be excluded from the hourly rates prescribed in the schedule.]; and

(E) Indirect costs specifically provided for in this clause.

(iv) Subcontract means any contract, as defined in FAR Subpart 2.1, entered into with a subcontractor to furnish supplies or services for performance of the prime contract or a subcontract including transfers between divisions, subsidiaries, or affiliates of a contractor or subcontractor. It includes, but is not limited to, purchase orders, and changes and modifications to purchase orders.

(f) Excusable delays. The Contractor shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of the Contractor and without its fault or negligence such as, acts of God or the public enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. The Contractor shall notify the Contracting Officer in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to the Contracting Officer of the cessation of such occurrence.

(g) Invoice. (1) The Contractor shall submit an original invoice and three copies (or electronic invoice, if authorized) to the address designated in the contract to receive invoices. An invoice must include-

(i) Name and address of the Contractor;

(ii) Invoice date and number;

(iii) Contract number, line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii) Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere…