Request for Proposal

Actuarial Services for GASB 43/45 Compliance, RFP# FIN-201505-ML

  • Status
    Archived
  • Archived
    2015

Description

Update: August 20, 2015

Intent to Award

Update: June 10, 2015

RFP Revision 1 (Updated June 10, 2015)

Addendum 1

Questions and Answers

July 1, 2013 Actuarial Valuation

June 30, 2014 Reconciliation of Net OPEB

June 30, 2014 OPEB Actuarial Valuation Report Summary

The Judicial Council of California (“Judicial Council”) seeks proposals from qualified actuarial firms to review, compile data, valuate documentation, and prepare reports related to Other Post Employment Benefits (OPEB) reporting requirements. The purpose of this project is to comply with Governmental Accounting Standards Board (GASB) Statements 43 and 45, as applicable to the fifty-eight (58) superior courts. The documentation produced from this Request for Proposal (RFP) will be incorporated into the State of California’s Comprehensive Annual Financial Report (CAFR) which includes General Purpose Financial Statements, Note Disclosures, and Required Supplementary Information. The estimated total cost associated with this RFP for the Initial Term only is between $555,000.00 and $640,000.00.

Questions regarding this RFP should be directed to the solicitations@jud.ca.gov no later than May 22, 2015, at 2:00 p.m. Pacific Time.

Hard copy proposals must be received no later than July 1, 2015, at 2:00 p.m. Pacific Time.

Proposals must be sent to:
Judicial Council of California
Attn: Nadine McFadden, RFP No. FIN-201505-ML
455 Golden Gate Avenue, 6th Floor
San Francisco, CA 94102-3688

Further details regarding the solicitation are set forth in the RFP and related documents provided, below:

RFP (Updated June 10, 2015)

Attachment 1 - Administrative Rules Governing RFPs (Non-IT Services)

Attachment 2 – Judicial Council ’s Standard Terms and Conditions

Attachment 3 - Proposer ’s Acceptance of Terms and Conditions

Attachment 4 - General Certifications Form

Attachment 5 - Darfur Contracting Act Certification

Attachment 6 - Payee Data Record Form

Attachment 7 - Iran Contracting Act Certification

Attachments

Disclaimer

The Judicial Council, as a public entity, prohibits direct contact with any Council personnel during the solicitation process in order to maintain fairness and equality to all proposers. Proposers are specifically directed NOT to contact any judicial branch entity personnel or consultants for meetings, conferences, or discussions that are related to the solicitation at any time between release of the solicitation and any award and execution of a contract. Unauthorized contact with any judicial branch entity personnel or consultants may be cause for rejection of the Proposer’s proposal.