Schedule (working weeks after award)
Phases 3, 4, and 5 run in parallel on the same data intake, which is what makes 60 working days comfortable rather than tight. If the assumption-approval gate extends beyond one week, the schedule flexes without touching analysis time (and our pre-award question asks the Embassy to confirm how that interval is treated).
Day-one data request
Issued at kickoff; the full list travels with our quotation as an exhibit. Six families, thirty-one items, anonymized IDs throughout, no national numbers requested.
1 · Plan governance
Plan rules and amendments, insurer group contract, funding policy, LCP retirement provisions, amendment history since the last review.
2 · Participant census
Actives, deferred (with death-cover elections), retirees and survivors, plus movement data since the prior valuation. Row-level, anonymized.
3 · Financial data
Insurer reserve statements by year, contribution invoices vs plan-rule amounts, tariff basis by generation, profit-sharing history, fee schedule.
4 · Prior actuarial work
Most recent actuarial review report and its approved assumption set; any interim IAS 19 packages prepared for CGFS.
5 · Regulatory items
Sigedis DB2P filings, Art. 24 generation tracking evidence, FSMA correspondence, retirement-age and sleeper-cover implementation records.
6 · Administrative
Contact roster (CORs, Management Counselor, HR, insurer, CGFS), approval-calendar constraints, member benefit statements.
Quality and reporting
Certification & review
The Survey Report identifies the certifying actuary's professional qualifications and carries the Actuarial Certification, per the report guidelines. Every analytical product passes independent review before it reaches the Embassy; the certifying actuary signs only work performed under the locked, CGFS-approved basis.
Traceability
One locked assumption basis, one hash-stamped valuation run log, and a findings register that ties every report statement to a data item or a computation. COR oversight under the contract's QASP maps to the same register.
Format
Draft and final Survey Reports in English, two copies to the COR, structured exactly on the RFQ's twelve-item report outline (a through l), so acceptance review is a checklist rather than a hunt.