0170 - SFA Actuarial Services
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The U.S. Department of Labor (DOL), Employee Benefit Security Administration (EBSA), is conducting a Request for Information (RFI) to gather information and solutions for Special Financial Assistance (SFA) Program – Casework Actuarial Services. This is a Sources Sought notice, seeking industry capabilities to support the SFA program established by the American Rescue Plan Act of 2021. Responses are due April 03, 2026, at 2:00 PM EST.
Scope of Work
The requirement is for consultant actuarial services to assist DOL/EBSA in administering the SFA program, which aims to ensure multiemployer pension plans reinstate suspended benefits. The scope includes:
- SFA Support: Reviewing plan documents and participant census data to calculate monthly benefits, identify discrepancies, and produce summary documents of methodologies and findings.
- Casework Support: Providing case-specific actuarial analysis for pension and group health matters. This involves case intake, data acquisition and validation, actuarial analysis (funding, liabilities, assumptions, compliance), and preparation of confidential reports and briefings. Support may also extend to litigation and enforcement activities.
Key Requirements & Performance Standards
- Work products must be government-confidential.
- Public-facing materials require Section 508 compliance.
- All work must be led and signed by a credentialed actuary and adhere to applicable Actuarial Standards of Practice (ASOPs).
- Contractor must demonstrate experience in calculating private pension benefits.
- Expertise in actuarial analyses for both pension and group health plans, including compliance with ERISA, MHPAEA, and ACA, is essential.
- Secure handling of government-confidential case materials is mandatory.
Contract & Timeline
- Opportunity Type: Request for Information (RFI) / Sources Sought
- Anticipated Duration: One 12-month base period and two 12-month option periods.
- Set-Aside: None specified.
- Place of Performance: Not specified, but work will be coordinated with DOL/EBSA staff.
- Questions Due: March 24, 2026
- Responses Due: April 03, 2026, at 2:00 PM EST
- Published: March 18, 2026
Additional Notes
This RFI is for planning purposes only and does not constitute a solicitation or commitment to award a contract. Responses will inform the government's acquisition strategy. The provided QA Log attachment is currently empty.