Schedule (working days after award, on the 60-day track the RFQ allows)
Phases 2, 3 and 4 run in parallel on one data intake, and the production tooling for each already exists: the assumption library, the projected unit credit engine, the conformity checker and the intake pipeline are the pages to the left of this one. We commit to the assumption memo within 5 working days of award and the draft Survey Report within 30 working days of award. Two dependencies, stated plainly: the Exhibit A data within 10 working days of award, and assumption-basis approval within 10 working days of our memo. Each day of dependency delay extends delivery day for day, and the RFQ's 60-working-day requirement remains the outer bound in every case. That is the whole risk story: our production is committed, the Government's gates are named, and the float between day 30 and day 60 belongs to them, not to us.
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.