Employee Benefits Security Administration (EBSA) Employee Retirement Income Security Act of 1974 (ERISA) Filing Acceptance System II (EFAST2) - Justification
Key Dates
Due Date
-
Posted Date
-
Agency & Value
Agency
DOL - ITAS DIVISION A PROCUREMENT
Contract Value
Not provided
Codes & Classification
Solicitation Number
1605TA-26-F-00006
NAICS
541512 - Computer Systems Design Services
Classification Code
DA01
Additional Details
Documents1
The Employee Benefits Security Administration (EBSA), under the Department of Labor, has issued a justification notice regarding the continued operation and support of the Employee Retirement Income Security Act of 1974 (ERISA) Filing Acceptance System II (EFAST2). This system is integral to the receipt, validation, storage, and distribution of Form 5500 series and Form 5558 filings, which are essential for fulfilling statutory responsibilities of EBSA, the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) under ERISA and the Internal Revenue Code.
The incumbent contractor has managed EFAST2 since 2009, with the current contract set to expire on March 31, 2026. The system is currently facing challenges related to outdated technology, escalating maintenance costs, and limitations in scalability and functionality, underscoring the need for modernization. To ensure uninterrupted operations during the transition to a modernized solution, the government requires sustained support for filing years 2026 through 2028.
The scope of this procurement encompasses the following key objectives:
- Maintaining production operations to ensure continuity of service.
- Implementing annual rollover updates for each filing year within the specified period.
- Providing daily data distributions to IRS, PBGC, and EBSA, as detailed in the Interface Requirements Document (IRD).
- Executing a comprehensive Transition/Knowledge Transfer Plan to facilitate a future competitive modernization award.
Expected deliverables and required capabilities include:
- Operational services and system administration to support electronic submission and processing of Form 5500 filings.
- Contact center and help-desk support for stakeholders and filers.
- Annual rollover implementation and rigorous testing to ensure system readiness.
- Certification and test support for third-party filers.
- Completion and maintenance of all security and compliance documentation necessary to operate at FedRAMP Moderate and to process Controlled Unclassified Information (CUI) and Federal Tax Information (FTI), including Authority to Operate (ATO), privacy, records management, and Section 508 compliance where applicable.
The procurement is classified under NAICS Code 541512 (Computer Systems Design Services), with the place of performance located in Washington, District of Columbia. The contracting entity is the DOL - ITAS Division A Procurement, operating under the Office of the Assistant Secretary for Administration and Management within the Department of Labor.
Contractors interested in this opportunity should note the requirement for robust operational continuity, technical expertise in system administration, compliance with federal security standards, and experience in supporting large-scale electronic filing systems. The procurement is active and further details, including attachments, can be accessed via the SAM.gov opportunity ID 9e36f76147184f6b996d711c7812fcf7.
For additional information or inquiries, the primary contact is Jackia Barnes ([email protected]), and the secondary contact is Nicole D. Jacobs ([email protected]).
This notice represents a critical bridge to modernization, ensuring that statutory filing and data distribution requirements are met while preparing for a future competitive award to update and enhance the EFAST2 system.