Employee Benefits Security Administration (EBSA) Employee Retirement Income Security Act of 1974 (ERISA) Filing Acceptance System II (EFAST2) - Justification

Background
The Employee Benefits Security Administration (EBSA) is part of the U.S. Department of Labor (DOL) and is responsible for ensuring compliance with the Employee Retirement Income Security Act of 1974 (ERISA).

The EFAST2 system provides essential capabilities for the receipt, validation, storage, and distribution of Form 5500 series and Form 5558 filings. The current contract for EFAST2 operations began in 2009 and is set to expire on March 31, 2026. The incumbent contractor has faced challenges with outdated technology and rising maintenance costs, necessitating a modernization effort while ensuring continuity of operations for filing years 2026–2028.

Work Details
The contractor will be responsible for:
- Sustaining production operations;
- Delivering annual rollover updates for filing years 2026–2028;
- Providing daily data distributions to IRS, PBGC, and EBSA as per the Interface Requirements Document;
- Executing a documented Transition/Knowledge Transfer Plan;
- Operational services and system administration;
- Contact center/help-desk support;
- Annual rollover implementation and testing;
- Certification/test support for third-party filers;
- Maintaining all security and compliance documentation necessary to operate at FedRAMP Moderate and process Controlled Unclassified Information (CUI) and Federal Tax Information (FTI). Additionally, the contractor will manage a time-bounded, risk-managed approach to capture institutional knowledge, stabilize production operations, and prepare for a competitive modernization acquisition. This includes transitioning service account credentials into secure escrow, validating integration feeds to IRS, PBGC, and EBSA, and ensuring contractual exit gates are in place.

Period of Performance
The contract will have a base period of twelve (12) months with two (2) six-month option periods.

Place of Performance
The work will be performed at the U.S. Department of Labor's Office of the Chief Information Officer located at 200 Constitution Avenue NW, Washington, DC.