Employee Benefits Security Administration (EBSA) Employee Retirement Income Security Act of 1974 (ERISA) Filing Acceptance System II (EFAST2) - Justification
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
AI Contract Overview
The contract involves the continuation and modernization of the Employee Benefits Security Administration's EFAST2 system, which handles the receipt, validation, storage, and distribution of Form 5500 and Form 5558 filings critical to the regulatory responsibilities of EBSA, IRS, and PBGC under ERISA and the Internal Revenue Code. The incumbent contractor has operated the current system since 2009, with the existing contract expiring on March 31, 2026. The system supports electronic submission and processing of these filings but currently struggles with outdated technology, escalating maintenance costs, and limited scalability and functionality, necessitating comprehensive modernization efforts. The Government’s immediate focus is to ensure continuity of operations for filing years 2026 through 2028 while preparing for a structured modernization acquisition. The contractor is required to maintain production services, perform annual rollover updates, provide daily data distributions to relevant agencies per established requirements, and execute a thorough transition and knowledge transfer plan to support future modernization efforts. Deliverables encompass operational services, system administration, help-desk support, annual implementation and testing, certification and test support for third-party filers, and full compliance with security requirements including FedRAMP Moderate authorization and handling of Controlled Unclassified Information and Federal Tax Information. The contract is under the Department of Labor's IT procurement division, with performance located in Washington, D.C.
General Info
Agency
NAICS
Place of Performance
Washington, DC, 20210, USASet-Aside
Timeline
Organization & Contact Information
Full Description
EFAST2 provides the core capability for receipt, validation, storage, and distribution of the Form 5500 series and Form 5558 filings in support of Employee Benefits Security Administration (EBSA), Internal Revenue Service (IRS), and Pension Benefit Guaranty Corporation (PBGC) statutory responsibilities under ERISA and the Internal Revenue Code. The incumbent began operating the current system in 2009. The current contract expires March 31, 2026. The contractor’s responsibilities include data collection, processing, dissemination, stakeholder support, and system management for electronic submission and processing of Form 5500 filings. The current system faces challenges: outdated technology, rising maintenance costs, and limitations in scalability and functionality, making modernization imperative.
The Government requires continuity of operations for filing years 2026–2028 while conducting a structured modernization acquisition. The procurement will:
- Sustain production operations.
- Deliver annual rollover updates for filing years 2026–2028.
- Provide daily data distributions to IRS, PBGC, and EBSA as defined in the Interface Requirements Document (IRD).
- Execute a documented Transition/Knowledge Transfer Plan to enable a future competitive modernization award.
Deliverables and required capabilities include:
- Operational services and system administration.
- Contact center/help‑desk support.
- Annual rollover implementation and testing.
- Certification/test support for third‑party filers.
- All security and compliance documentation required to operate at FedRAMP Moderate and to process CUI/FTI (ATO, privacy, records, Section 508 compliance where applicable).
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