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Orange County
· County
· California
Actuarial Consulting Services
PROPOSALS DUE
October 23, 2026, 11:55 pm PDT
7 days left
Deadline moved · was Oct 23 → now Oct 23 · +1 day
WHAT THEY WANT
(Summarized from the RFP)
The County of Orange is seeking a qualified actuarial firm to value its Retiree Medical Plan, prepare the related note and schedules for its Annual Comprehensive Financial Report (ACFR), and provide pension and retiree medical actuarial support on an hourly, as-needed basis. The County has 22 departments and more than 18,000 employees, and it needs these valuations to meet Governmental Accounting Standards Board (GASB) requirements for other post-employment benefits (OPEB) and to manage the long-term cost of retiree health benefits.
DOCUMENT SET
7 documents
· 6.5MB
Request for Proposals — full solicitation.pdf · 1.2MB
Addendum 1 — questions and answers.pdf · 210KB
Attachment A — scope of work and deliverables.pdf · 480KB
Attachment B — cost proposal form.xlsx · 64KB
Sample agreement and insurance requirements.pdf · 560KB
Pre-proposal meeting — sign-in sheet and slides.pdf · 1.8MB
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CHANGES SINCE PUBLISHED
1 change
WHAT OTHERS ASKED
20 questions answered
▶
Please provide a copy of the funding policy for the Plan.
Administrative
▶
It's uncommon for actuarial firms to prepare the ACFR Note and supporting schedules. Would the County consider waiving item 3.2.B. from the Scope of Work if the actuarial report contains all the information required for the County to complete the ACFR Notes and schedules?
Scope/requirements · Preference
▶
Please clarify if the RFP submittal closing time of October 23, 2026, 12:00am is the beginning of the day on October 23 (end of day October 22) or the end of the day on October 23.
Deadline
▶
Please provide a copy of the most recent full Retire Medical actuarial valuation report.
Administrative
▶
Please provide a copy of the most recent roll forward report for financial reporting under GASB 74 and 75.
Administrative
▶
Please provide the most recent copy of the separate report which documents the historic and projected retiree medical plan costs, UAAL, and funded ratio.
Administrative
All 20 answers open with a free account.
ABOUT THIS RFP
RFP number
017-3142902-CA
Budget
$175,000 per year not-to-exceed
Published
Entity type
County
State
California
Summarized from the Orange County portal.
HOW TO SUBMIT
Upload the response through the County's OpenGov eProcurement Portal (procurement.opengov.com/portal/ocgov); allow time for all files, since uploads stop at the deadline. Use 8.5 x 11 pages numbered by section, organized per the Response Requirements, and answer all required Supplier Response questions. Do not mark responses confidential. Include the Campaign Contribution Disclosure form (required) and, if claiming the preference, the OCLSB/DVBE certification. Acknowledge addenda in the portal. Submit questions only through the portal's Q&A; the Deputy Procurement Agent is Carlos Alvarez (carlos.alvarez@ceo.oc.gov). Joint ventures are not accepted; use prime/subcontractor teams.
NAICS CODES & TAGS
541990
541219
Financial and Tax Advisory Services
Financial Audit and Accounting Services
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Changes since published
1 change filed since it went out, summarized, so a date or a requirement never shifts without you knowing.
What others asked
20 questions the government entity answered in writing — the answers bind.
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