0170 - SFA Actuarial Services

The U.S. Department of Labor, Employee Benefit Security Administration (EBSA) is conducting a Request for Information (RFI) to solicit market research regarding Special Financial Assistance (SFA) Program Casework Actuarial Services, classified under NAICS Code 541611 (Administrative Management and General Management Consulting Services). The primary objective is to identify qualified pension actuaries capable of verifying monthly benefit calculations for participants and beneficiaries in multiemployer defined benefit pension plans receiving SFA funds under the American Rescue Plan Act of 2021. Key requirements include independent benefit calculation reviews using plan documents and census data, identification of discrepancies between calculated and actual payments, and production of summary findings documents, all led by credentialed actuaries holding MAAA and ASA/FSA or EA credentials in compliance with Actuarial Standards of Practice. This RFI is market research only and does not constitute a formal Request for Proposals; evaluation will focus on contractor capacity, experience, technical approach, past performance, and capabilities relative to the stated scope. Critical deadlines include March 24, 2026 for submission of vendor questions using the provided QA Log and April 7, 2026 at 2:00 PM EST for RFI responses (extended via Amendment 001), with responses limited to ten pages per Performance Work Statement, excluding cover letters and questionnaires.

The procurement involves no set-aside designation and currently has Strategic Technology Institute 4.0 as the incumbent contractor performing Tasks 1-4 of the existing work. The government anticipates awarding all work to a single contractor at contract start, covering approximately 106 pension plans with roughly 6,890 sample participants and beneficiaries over a 12-month base period with two optional 12-month renewal periods. Respondents must submit pricing structured by five hourly labor categories: Project Manager, Enrolled Actuary, Associate Actuary, Actuarial Assistance/Assistant Actuary, and Data Processor, provided as rough order of magnitude estimates only and not binding quotes. While specific budget ranges have not been disclosed, the RFI notes that rough order of magnitude guidance cannot be provided due to case-by-case variation in effort requirements. All qualified small businesses, including 8(a) firms, are encouraged to respond, and prospective contractors must be registered in the System for Award Management (SAM) database; small and minority business enterprise subcontracting requirements will be determined during the subsequent formal solicitation phase.