Attachment 01 - QA Log - SFA Casework - Responses to Vendor Questions.xlsx
XLSX spreadsheet 20 KB Posted
- Attached to
- 0170 - SFA Actuarial Services
- Solicitation number
- OAA-26-00170
About this file
This is a Question and Answer Log documenting vendor inquiries and government responses for a Request for Information (RFI) related to Special Financial Assistance (SFA) Program Casework Actuarial Services issued by the Department of Labor, Employee Benefit Security Administration (EBSA).
The scope encompasses actuarial services for approximately 106 pension plans, with Tasks 1-4 currently performed by incumbent contractor Strategic Technology Institute 4.0, and Tasks 5-6 representing new optional requirements. The government anticipates awarding all work to a single contractor at contract start. Respondents must submit responses using a completed Market Research Questionnaire (excluded from page limits) plus an optional separate narrative response of up to 10 pages, with marketing materials permitted in appendices. Pricing should be structured by hourly labor categories: Project Manager, Enrolled Actuary, Associate Actuary, Actuarial Assistance/Assistant Actuary, and Data Processor. The government cannot provide detailed ROM guidance due to case-by-case variation in effort requirements. The RFI submission deadline was extended to April 7, 2026 at 2:00 PM EST. Contract performance begins at award date, with small and minority business enterprise subcontracting requirements to be determined during the subsequent solicitation phase. Tasks 5-6 relate to non-SFA pension and health casework performed on an as-needed basis separate from primary SFA benefit restoration work.
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Other files
| File | Type | Posted |
|---|---|---|
| SFA and Casework Actuarial PWS (1).docx | DOCX document | |
| RFI - SFA Actuarial Services.doc | DOC document | |
| Attachment 01 - QA Log - SFA Casework.xlsx | XLSX spreadsheet |
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Text version
Sheet1
| Section | Question | Response |
| General | Is there an incumbent contractor currently performing these services? If so, could I please find out the contractor's name and contract number? | Strategic Technology Institute |
| 4.0 Instructions | Given that pricing information is requested but not explicitly addressed within the market research questionnaire, please clarify whether respondents should include pricing as a separate section within the written response. | Pricing can be included in a separate section within the response. |
| 4.0 Instructions | Is the Government able to provide any additional information to support the development of Rough Order of Magnitude (ROM) pricing (e.g., anticipated level of effort, estimated hours by labor category or deliverable, historical benchmarks, or similar guidance)? | The facts and circumstances of each case vary, and therefore so do the level of effort, hours, etc. |
| 4.0 Instructions | Please confirm if the 10-page limitation excludes marketing/capability materials in the appendix. | Yes |
| 4.0 Instructions | The instructions indicate that the Market Research Questionnaire is excluded from the 10-page limit; however, the questionnaire requests information on capabilities, approach, and past performance that would typically be included in a narrative response. Can the Government confirm whether a separate narrative response (up to 10 pages) is expected in addition to the completed questionnaire, or if respondents should rely on the questionnaire responses to address these areas? | Can be a separate narrative response in addition to the completed questionnaire. |
| Overall | Are the services described in the Performance Work Statement (PWS) currently performed by contractor(s), or does this effort represent new scope being introduced to the market? | Tasks 1-4 are currently being performed by a contractor, Tasks 5 and 6 are new requirements. |
| PWS - 5.1 Services, p.4 | The RFI indicates that there are 106 plans that are being reviewed as part of this project. However, according to the PBGC website, it appears that there are less than 106 plans that have received SFA that were insolvent or had a MPRA suspension and therefore subject to benefit restoration. Can you please confirm if there are additional plans included in the scope of this project besides those that received SFA and are subject to benefit restoration? | Yes, there are additional plans. However, the startegy is to make those plans optional. |
| PWS - 5.1 Services, p.4 | Do you anticipate the 106 plans being assigned to one contractor or will there be multiple awards to split up the work? | We anticipate all plans being assigned to one contractor. |
| RFI - 4.0 Instructions, Sec 3, p.5 | Based on the scope of services, and potential variation in labor hours required for each plan, we believe that a pricing structure based on hourly rates by labor category would be most appropriate. Please confirm and provide labor categories that you would like to see included in the pricing summary. | Project Manager, Enrolled Actuary, Associate Actuary, Actuarial Assistance/Assistant Actuary, and Data Processor |
| PWS - 5.1 Services, Tasks 5-6 p.6-8 | Based on the description of the project, it is our understanding that the purpose is to ensure that plans that received SFA have properly restored participant benefits. Can you provide additional clarity on the work being requested in Tasks 5 and 6 and how they relate to the overall purpose of this project? | Tasks 5 and 6 relate to other actuarial work that may be necessary related to non-SFA pension and health casework that is separate and apart from the SFA related Tasks. This will be an optional on a as needed basis. |
| RFI - 5.0 Schedule, p.5 | Based on the short timeframe between the Q&A response and the RFI due date, would it be possible to extend the RFI due date? | The RFI is extended until 2:00PM EST on April 07, 2026. |
| PWS - Period of Performance | Is there an anticipated start date for this project? | At the contract award date. |
| RFI - Attachment 1, Question "i", p.6 | Is it required or preferred that we utilize a small or minority business enterprise as a sub-contractor in completing a portion of this project? | This will be determined in the Solicitation phase. |
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