DOL-OPS-16-R-00007.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

OPS

S4307 200 Constitution Ave, NW Office of Procurment Services US Department of Labor

OWCP DC NAT SHIP CODE 16. ADMINISTERED BYCODE

X

X

524298

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED OROPS

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

12/15/2015 1700 ES

12/01/2015

Jubner Severe (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

DOL-OPS-16-R-00007

5. SOLICITATION NUMBER

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

1 55 16-OWCP-DAO-NAT-0009OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Washington DC 20210-0001

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20210

ROOM S3524

200 CONSTITUTION AVE, NW

US DEPARTMENT OF LABOR

15. DELIVER TO

Washington DC 20210-0001 S-4307 200 Constitution Ave, NW Office of Procurement Services

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$15.0

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 SCHEDULE

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) located in Washington D.C. has a requirement for a contractor to provide Actuarial Services for the Office of Workers' Compensation (OWCP) accordance with the attached Statement of Work (SOW).

This requirement will result in the award of a Fixed Price/Labor Hour contract.

The period of performance will be one (1) year (Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

DATED

Myla Gale

. 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 with four one (1) year option periods.

Clarifying questions are due via email only by

12/7/15 at 10am EST.

Proposals are due per block 8 above.

Delivery: 365 Days After Award

0001 Competitively award a new contract for OWCP

Actuarial Services. A 5-Year contract to include

1-Base and 4-Option Periods.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

55 2 of

BASE YEAR & All OPTIONS

TEMPLATE

DFEC

Unit Estimated Total Units Per Year Total

CLIN 0001- Task 1: EEOICPA Actuarial Liability (FP) JA 1 CLIN 0002- Task 2: FECA Actuarial Liability (FP) JA 1 CLIN 0003- Task 3: BLBA Actuarial Liability (FP) JA 1 CLIN 0004- Task 4: Actuarial Liability -Senior consultant HR 300 CLIN 0005- Task 4: Actuarial Liability- Actuarial Analyst HR 600 Total Per Year:

STATEMENT OF WORK

PART 1

GENERAL INFORMATION

1.0 BACKGROUND INFORMATION

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 as a result 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 longshoremen to provide compensation and medical benefits to employees for employment-related injuries.

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

compute, evaluate, and explain the Actuarial Liability for the Energy Employees Occupational Illness Compensation Program Act (EEOICPA);

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

review, evaluate, and explain the Black Lung Trust Fund (BLTF) future liability estimate; and, Respond to 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 Overseas Contractor Compensation Act (OCCA), FECA Reform, other proposed legislative and regulatory changes, as well as impacts stemming from changing economic or market conditions; and, o Adjustments to current models, or design of new models to project actuarial liability.

OWCP is required to produce these liability estimates annually for Federal financial statements within the brief timeframes between the end of the fiscal year (for EEOICPA and BLBA)/end of the chargeback year (for FECA), and the date required by the Federal financial statement process. 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 annual actuarial liability estimates, and related audit support, for the Energy Employees Occupational Illness Compensation Program Act (EEOICPA),Black Lung Benefits Act (BLBA), and the Federal Employees’ Compensation Act (FECA) Future Workers’ Compensation Liability estimate.

1.2 PERIOD OF PERFORMANCE: The period of performance is 1 base year and 4 option years.

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

1.3.2 QUALITY ASSURANCE: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. 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).

1.3.3 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

Independence Day Christmas Day

1.3.4 HOURS OF OPERATION: The contractor is responsible for conducting business, between the hours of 8:00 am to 5:00 pm, Monday thru 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 at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this SOW 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

1.3.5 PLACE OF PERFORMANCE: Work will be performed at contractor site.

1.3.6 TYPE OF CONTRACT: This is a Hybrid Type with Firm Fixed Price and Labor Hour CLINS. Fixed price shall be determined by the negotiated sum of all services and travel costs. Labor Hours shall be invoiced monthly based on usage. Annual services shall be billed on a milestone basis as follows:

Task 1 (EEOICPA Actuarial Liability Estimate):

60% payment upon timely delivery of actuarial liability report due September 7, 2016.

10% payment upon timely delivery of all related documentation due September 21, 2016

10% payment upon delivery of documentation of experience and professional credentials, statement of confidence, and flowcharts and other supporting materials

20% payment upon final delivery of all deliverables and completion of clarification activities

Task 2 (FECA Actuarial Liability Estimate):

10% payment upon timely delivery of feedback on expansion of liability estimation model (due date to be agreed upon by Government and contractor in accordance with schedule for July 18, 2016 model output)

10% payment upon timely delivery of adjustment recommendations and approval of model for peer review, due August 10, 2016.

50% payment upon timely delivery of actuarial liability estimate report due September 14, 2016.

10% payment upon delivery of documentation due September 21, 2016.

20% payment upon final delivery of all deliverables and completion of audit clarifications

Task 3 (BLBA Liability Estimate):

20% payment upon timely delivery of preliminary version of a PC-based BLBA Liability Model for OWCP review

20% payment upon timely delivery of the BLBA Liability Model results for the budget formulation process

30% payment for timely delivery of a completed version of the BLBA Liability Model and external documentation of the model

10% payment for timely delivery of the 2016 BLBA future liability report

20% payment for final delivery of all deliverables and completion of audit clarifications

Task 4 (Actuarial Modeling and Analysis – including 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

1.3.7 SECURITY REQUIREMENTS: Contractor staffs are required to conform to DOL's security and privacy requirements as described below.

1.3.7.3 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.

1.3.7.4 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

1.3.7.5 Ownership

All products and deliverables developed under this SOW 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 COTR.

1.3.7.6 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)

1.3.7.7 Required Security Training

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

1.3.9 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 with regard to 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.

1.3.10 STAFFING: The Casualty Actuary professionals utilized on this contract must possess credentials from the Casualty Actuarial Society (CAS).

1.3.11.1.4 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.

1.3.11.1.5 Contractor employees shall present a professional appearance at all times and their conduct shall not reflect discredit upon the United States and or the Department of Labor.

1.3.11.1.6 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.

1.3.12 CONTRACTOR TRAVEL: The contractor will travel as required to meet with the DOL staff, auditors, and the auditor’s peer review actuary.

PART 2

DEFINITIONS & ACRONYMS

BLBA- Black Lung Benefits Act

CAS-Casualty Actuarial Society

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 Statement of Work.

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

OCCA- Overseas Contractor Compensation Act

OASAM – Office of the Assistant Secretary for Administration and Management

OMB - Office of Management and Budget

PIV - Personal Identity Verification

POP – Period of Performance

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

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

SF – Standard Form

SOW – Statement of Work

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3.0 GOVERNMENT FURNISHED ITEMS 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, and information on program and data changes. The Government will provide for shipping costs related to the task. 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, and model input in addition to information on program and data changes. The Government will provide for shipping costs related to the task. The contractor will provide the work site and all related office requirements.

Task 3 (BLBA Liability Estimate):

The Government will provide a hard copy of the inputs, and outputs of the annual midsession run including economic assumptions and information on program and data changes. The Government will provide for shipping costs related to the task. 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. Scope of Work 1

Task 1 (EEOICPA Actuarial Liability Estimate):

1. Contractor shall prepare the annual actuarial liability estimates of the Energy Employees Occupational Illness Compensation Program Act (EEOICPA), to include Part B, Part E, and Department of Justice RECA Section 5, in conformance with prior year formats provided by OWCP.

2. Contractor shall ensure reasonable estimations of data, obtain internal approval for peer review by financial auditors’ actuaries, make appropriate adjustments from the peer review process, and provide the final report in conformance with required formats.

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

4. Contractor shall 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).

Task 2 (FECA Actuarial Liability Estimate):

1. Contractor shall review the Office of Workers’ Compensation Programs (OWCP) expansion of the Federal Employees’ Compensation Act (FECA) liability estimation model provided by OWCP at the end of the fiscal year and provide feedback.

2. Contractor shall review the model output provided by OWCP following input of chargeback data updates for the Chargeback Year (CBY) and provide feedback.

3. Contractor shall review the actuarial liability estimate for the fiscal year, recommend appropriate adjustments, approve the model for peer review by financial auditors’ actuaries, make appropriate adjustments from the peer review process, and provide the final report, in aggregate and by agency, in conformance with prior year formats provided by OWCP.

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

5. Contractor shall 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).

Task 3 (BLBA Liability Estimate):

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

2. Contractor shall review the model output provided by OWCP following input of data and provide feedback.

3. Contractor shall review the liability estimate for the fiscal year based on mid-session estimates, recommend appropriate adjustments, approve the model for review by financial auditors, make appropriate adjustments from the audit review process, and provide a final report, in conformance with agreed upon formats approved by OWCP.

1 Fiscal years and deliverable due dates specified in this document refer to the base contract period. These dates will be adjusted comparably in each option year.

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

5. Contractor shall 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).

Task 4 (Actuarial Modeling and Analysis):

1. Contractor shall perform, upon Government request, actuarial analysis of impacts to OWCP programs of proposals such as the Overseas Contractor Compensation Act (OCCA), FECA Reform, and other proposed legislative and regulatory changes, as well as impacts stemming from changing economic or market conditions.

2. Contractor shall develop improved or enhanced models for estimating actuarial liability for the FECA, BLBA, & EEOICPA programs.

3. Contractor shall perform, upon Government request, actuarial analysis of the Black Lung claim liability of Coal Mine Companies and their subsidiaries or parent organization. In situations where an actuarial analysis of this liability has been performed by an outside organization, contractor shall review that analysis, and perform determine whether it is reasonable, and perform an independent analysis of liability.

B. Performance Requirements and Deliverables Task 1 (EEOICPA Actuarial Liability Estimate):

Services include and are closely related to the following:

1. Contractor shall prepare the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) actuarial liability for the fiscal year, to include Part B, Part E, and Department of Justice RECA Section 5, in conformance with prior year formats provided by OWCP.

2. Contractor shall work with OWCP program staff to ensure receipt of required input data and program information, including any anticipated changes.

3. Contractor shall work with OWCP program staff to ensure reasonable estimations of data; make appropriate adjustments; and obtain internal approval of the model and estimates for peer review by the financial auditors’ actuaries.

4. Contractor shall make appropriate adjustments from the audit peer review process and provide the final actuarial liability report in conformance with required formats to OWCP staff no later than September 7, each year.

5. Contractor shall provide all related documentation to OWCP no later than September 21, each year.

6. Contractor shall 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). All procedures shall be documented.

7. Contractor shall provide documentation of experience and professional credentials demonstrating workers’ compensation actuarial expertise.

8. Contractor shall provide a statement of confidence about the liability estimate.

9. Contractor shall prepare and present all illustrations and other supporting materials needed to explain the liabilities and the procedures used to compute the liability estimate to OWCP management, staff and others designated by OWCP management.

10.Contractor shall be available for contact to clarify the final actuarial liability report and related documentation through December 31, each year.

Task 2 (FECA Actuarial Liability Estimate):

Services include and are closely related to the following:

1. Contractor shall review annually the expansion for a fiscal year of the Federal Employees’ Compensation Act (FECA) liability estimation model prepared by the Office of Workers’ Compensation Programs;

2. Contractor shall review the implementation and effectiveness of the revision to the model to accurately calculate, display, and provide 10 years of projected annual costs for benefits – to include medical payments, wage compensation on the daily and periodic rolls, and fatal compensation, by agency for billable and non-billable accounts;

3. Contractor shall review all separate estimates created for sub-agencies;

4. Contractor shall review the model output--the annual liability estimate in aggregate and for individual agencies in the formats consistent with prior years – to include medical payments, wage compensation on the daily and periodic rolls, and fatal compensation, by agency for billable and non-billable accounts;

5. Contractor shall propose revisions as needed, and work with OWCP staff to implement authorized changes;

6. Contractor shall provide documentation of actuarial observations, adjustments to the model outputs, and revisions to the model - sufficient to reasonably assure the viability of the changes to the model.

Documentation shall include but not necessarily be limited to:

A. External documentation consisting of flow-charts, input and output specifications, data tables, specification of formulas and narrative sufficient to document the methodology and assumptions used to modify the model. Data sources external to OWCP must be identified (e.g. mortality tables);

references must be provided to any technical bulletins or publications (such as SAS bulletins) that may be necessary to understanding non-standard software applications that may be used within the model;

B. Internal documentation such that each processing section bears an explanation of what that section should do and how it is accomplished. Each variable name and user-defined function should have internal documentation. Each processing section should have a label and a description of the purpose of that section. Inputs and outputs for each processing section should be described;

7. Contractor shall provide a statement of confidence about the liability estimate;

8. Contractor shall assist with development of adequate documentation of the model updates and liability estimates; and

9. Contractor shall serve as subject matter expert in discussions during the audit of the liability estimate.

Task 3 (BLDTF Liability Estimate):

Services include and are closely related to the following:

1. Contractor shall review the Black Lung Disability Trust Fund (BLDTF) liability annually for the fiscal year, in conformance with agreed upon format approved by OWCP.

2. Contractor shall work with OWCP program staff to ensure receipt of required input data and program information, including any anticipated changes.

3. Contractor shall work with OWCP program staff to ensure reasonable estimations of data; make appropriate adjustments; and obtain internal approval of the model and estimates for review by the financial auditors.

4. Contractor shall recommend or make appropriate adjustments from the audit process and provide the final actuarial liability report in conformance with required formats to OWCP staff no later than July 31, each year.

5. Contractor shall provide all related documentation to OWCP no later than August 21, each year.

6. Contractor shall 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). All procedures shall be documented.

7. Contractor shall provide documentation of experience and professional credentials demonstrating workers’ compensation actuarial expertise.

8. Contractor shall provide a statement of confidence about the liability estimate.

9. Contractor shall prepare and present all flowcharts and other supporting materials needed to explain the liabilities and the procedures used to compute the liability estimate to OWCP management, staff and others designated by OWCP management.

10. Contractor shall be available for contact to clarify the final actuarial liability report and related documentation through December 31, each year.

Task 4 (Actuarial Modeling and Analysis)

Services include and area closely related to the following:

1. Contractor shall provide results of actuarial analysis upon Government request.

2. Contractor shall work with OWCP program staff to ensure receipt of required input data and program information.

3. Contractor shall be available to work with OWCP program staff to resolve questions and clarify results of analysis.

The models must be in a format supported by software currently available to OWCP (MS Excel 2010, MS Access 2010, and SAS 9.2 ®) and be operable in the Windows® 7 environment. The final product, including all source code and documentation, is and will be the property of the Department of Labor, Office of Workers’ Compensation Program

C. Schedule of Deliverables:

Task 1 (EEOICPA Actuarial Liability Estimate):

1. Contractor shall provide the actuarial liability report to OWCP no later than September 7 each year.

2. Contractor shall provide all related documentation to OWCP no later than September 21 each year.

3. Contractor shall provide documentation of experience and professional credentials, statement of confidence, and flowcharts and other supporting materials to OWCP on a schedule determined by OWCP and agreed to by the contractor.

4. Contractor shall assist OWCP staff to address all audit questions, in order to provide final FY EEOICPA liability estimates in a timely manner.

Task 2 (FECA Actuarial Liability Estimate):

1. Contractor’s feedback on the annual expansion of the liability estimation model to shall be provided to OWCP on a schedule determined by OWCP and agreed to by the contractor. This schedule shall allow for OWCP staff to input the chargeback data and update the assumptions for the current CBY, then provide the model output to the contractor for review on or about July 18, each year.

2. Contractor shall review the actuarial liability estimate for the previous evaluation year and recommend appropriate adjustments, approve the model for peer review by the auditors’ actuaries no later than August 10, each year.

3. Contractor shall make appropriate adjustments from the peer review process and provide the actuarial liability estimate report in aggregate and by agency, in conformance with prior year formats provided, to OWCP staff no later than September 14, each year.

4. Contractor shall provide all related documentation to OWCP no later than September 21, each year.

5. Contractor shall assist OWCP staff to address all audit questions, in order to provide final FY FECA liability estimates in the October 1 financial statements.

Task 3 (BLBA Liability Estimate)

1. Contractor shall deliver a PC-based Black Lung Benefit Act (BLBA) Liability Model for OWCP review by November 1. The model shall be designed and constructed in accordance with guidelines for software model development from OWCP.

2. Contractor shall deliver a version of the BLBA Liability Model useable for the budget formulation process by December 1, 2016.

3. Using the BLBA Liability Model, the contractor shall assist in the BLBA budget formulation process commencing in December 2016.

4. Contractor shall deliver a completed version of the BLBA Liability Model by February 1, 2016.

5. Contractor shall deliver external documentation describing the design, construction and use of the BLBA Liability Model by February 1, 2016.

6. Contractor shall provide timely delivery of the 2016 BLBA future liability report in accordance with a schedule to be agreed upon by Government and contractor.

7. Contractor shall assist OWCP staff in addressing all audit questions in order to provide final FY BLBA liability estimates in the October 1, 2016 financial statements.

Task 4 (Actuarial Modeling and Analysis):

1. Contractor shall perform actuarial analyses and develop actuarial models in response to legislative, regulatory, or program policy change and investigations.

PART 6

APPLICABLE PUBLICATIONS

Not Applicable

Clauses

52.212-1 Instructions to Offerors - Commercial Items. (OCT 2015)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code and small business size standard for this acquisition appear in Block 10 of the solicitation cover sheet (SF 1449). However, the small business size standard for a concern which submits an offer in its own name, but which proposes to furnish an item which it did not itself manufacture, is 500 employees.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show-

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (FEB 2012) (Pub. L. 109-282) (31 U.S.C. 6101 note).

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) "Remit to" address, if different than mailing address;

(8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender's request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions or commercial items for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately.

(f) Late submissions, modifications, revisions, and withdrawals of offers. (1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is "late" and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and-

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government's control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror's initial offer should contain the offeror's best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary.

The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation. (1)(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to- GSA Federal Supply Service Specifications Section, Suite 8100, 470 East L'Enfant Plaza, SW, Washington, DC 20407, Telephone (202) 619-8925, Facsimile (202) 619- 8978.

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites:

(i) ASSIST (https://assist.dla.mil/online/start/).

(ii) Quick Search (http://quicksearch.dla.mil/).

(iii) ASSISTdocs.com (http://assistdocs.com).

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by-

(i) Using the ASSIST Shopping Wizard (https://assist.dla.mil/wizard/index.cfm);

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697-2667/2179, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Data Universal Numbering System (DUNS) Number. (Applies to all offers exceeding $3,500, and offers of $3,500 or less if the solicitation requires the Contractor to be registered in the System for Award Management (SAM) database. The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation "DUNS" or "DUNS +4" followed by the DUNS or DUNS +4 number that identifies the offeror's name and address. The DUNS +4 is the DUNS number plus a 4-character suffix that may be assigned at the discretion of the offeror to establish additional SAM records for identifying alternative Electronic Funds Transfer (EFT) accounts (see FAR Subpart 32.11) for the same concern. If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to obtain one. An offeror within the United States may contact Dun and Bradstreet by calling 1- 866-705-5711 or via the internet at http://fedgov.dnb.com/webform. An offeror located outside the United States must contact the local Dun and Bradstreet office for a DUNS number. The offeror should indicate that it is an offeror for a Government contract when contacting the local Dun and Bradstreet office.

(k) System for Award Management. Unless exempted by an addendum to this solicitation, by submission of an offer, the offeror acknowledges the requirement that a prospective awardee shall be registered in the SAM database prior to award, during performance and through final payment of any contract resulting from this solicitation. If the Offeror does not become registered in the SAM database in the time prescribed by the Contracting Officer, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror. Offerors may obtain information on registration and annual confirmation requirements via the SAM database accessed through https://www.acquisition.gov.

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency's evaluation of the significant weak or deficient factors in the debriefed offeror's offer.

(2) The overall evaluated cost or price and technical rating of the successful and the debriefed offeror and past performance information on the debriefed offeror.

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4) A summary of the rationale for award;

(5) For acquisitions of commercial items, the make and model of the item to be delivered by the successful offeror.

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

(End of provision)

52.212-3 Offeror Representations and Certifications-Commercial Items. (NOV 2015)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site accessed through http://www.acquisition.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (p) of this provision.

(a) Definitions. As used in this provision-

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service-

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Manufactured end product means any end product in product and service codes (PSCs) 1000-9999, except-

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

Place of manufacture means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174).

Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate-

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology-

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically-

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business concern-

(1) Means a small business concern-

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The…