5-Bid NO 26-004 Addendum 1.pdf
PDF 49 KB Posted
- Attached to
- OPEB Actuarial Services
- Solicitation number
- 26-004
- Issued by
- Jackson County, Missouri
About this file
This is an Addendum to an Invitation to Bid (ITB 26-004) issued by the Kansas City, Missouri Purchasing Department for Other Post-Employment Benefits (OPEB) actuarial valuation services. The County seeks an actuarial firm to provide annual full GASB 75 compliant actuarial valuations and reports for its single-employer, pay-as-you-go OPEB plan. The scope requires delivery of the final actuarial report by April 24, 2026, with future annual reports due by April 15. No onsite consulting, meetings, or presentations are required, though meetings can be conducted via Microsoft TEAMS if necessary. The intent to bid deadline is March 3, 2026, with the final proposal submission deadline of 2:00 p.m. CDT on March 16, 2026. Respondents must provide completed forms including an Affidavit, Certificate of Compliance, Exhibit F Bidders Exceptions, Statement of Qualifications, two dedicated email addresses, and Greater Kansas City Metro Area information.
The anticipated contract budget is $8,000 annually, an increase from the current fee of $7,000 per year. The incumbent provider, Lewis & Ellis, Inc., has provided these services since the inception of GASB 75 and is expected to submit a new proposal. The County operates a pay-as-you-go OPEB plan with no trust established and does not obtain interim valuation reports; annual full valuations are completed instead. All work must be performed within the eight-county Greater Kansas City Metropolitan Area (Cass, Clay, Jackson, Lafayette, Platte, and Ray counties in Missouri; Johnson and Wyandotte counties in Kansas). If the respondent is not located within this defined area, documentation detailing the company's capability to perform the work must be submitted. Award will be based on weighted evaluation criteria, consistent with the methodology used for the previous contract award.
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Other files
| File | Type | Posted |
|---|---|---|
| 1-Attachment A GASB 75 Report - FY 2024 Valuation.pdf | ||
| 4-26-004 OPEB Actuarial Services.pdf | ||
| 3-Attachment - B.pdf | ||
| 2-Attachment - C.pdf |
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Text version
PURCHASING DEPARTMENT
415 East 12th Street 816-881-3253 Kansas City, Missouri 64106 Fax 816-881-3268
INVITATION TO BID NO. 26-004
ADDENDUM NO. 1
ISSUED: February 26, 2026
PAGE 1 OF
This Addendum hereby changes, modifies, and amends the previously issued Invitation to Bid as follows:
Questions received as of:
1. Will the County change the actuarial report due date from April 24 to by “No later than 10 weeks after providing the Actuary all the information needed to complete the OPEB valuation”?
No. We need the report by April 24 to keep our audit on track. We expect to have the contract sooner than initially expected, because it does not have to go through the legislative process. We apologize for the short turn around time. In future years, we expect to start providing information in February with a report due date of April 15.
2. Why is the County going out to bid at this time? The contract has expired, so we need to bid it again.
3. How long has the incumbent provided these services? Since the inception of GASB 75.
4. Please provide the current fees with the incumbent provider, if available. $7,000/year.
5. Any concerns with the current provider, or service areas that you would like the prospective new provider to focus and improve upon? No.
6. Is the County requesting BIENNIAL Full GASB 75 compliant actuarial valuations and reports with Updated (Roll-Forward) valuation reports for the Interim years or ANNUAL Full GASB 75 compliant actuarial valuations and reports? We are requesting ANNUAL Full GASB 75 compliant actuarial valuations and reports.
7. Is the County’s OPEB plan a single employer plan. Yes.
8. Does the County fund its OPEB plan on a ‘pay-as-you-go’ basis or has a trust been established? There is no trust.
It is pay-as-you-go.
9. When was the most recent Full GASB 75 compliant actuarial valuation and report completed for the County? It was completed for the year ended 12/31/2024.
10. Can we receive a copy of the most recent Full GASB 75 compliant actuarial valuation report completed for the County? See Attachment A.
11. What is the name of the firm that provided the most recent Full OPEB actuarial valuation and report? Lewis & Ellis, Inc.
12. What were the fees charged to the County by that firm for the most recent Full GASB 75 compliant OPEB valuation report? $7,000
13. If applicable, when was the most recent Interim (Updated/Roll-Forward) GASB 75 compliant actuarial valuation and report completed for the County? We do not obtain interim reports. We have reports done each year.
14. If applicable, what is the name of the firm that provided the most recent Interim (Updated/Roll-Forward) GASB 75 compliant OPEB actuarial valuation report? We do not obtain interim reports. We have reports done each year.
15. If applicable, what were the fees charged by that firm for the most recent Interim (Updated/Roll-Forward) GASB 75 compliant OPEB actuarial valuation report provided to the County? We do not obtain interim reports. We have reports done each year.
16. When are the final reports due to the County each year? April 24, 2026 and April 15 for future years.
17. What are the requirements for onsite consulting, meetings, and/or presentations? No onsite consulting, meetings or presentations.
18. Can all required meetings be performed using voice conference and/or web meeting services? We do not anticipate needing any meetings, but can do them via TEAMS if needed.
19. How long has the current actuarial firm been performing GASB compliant OPEB valuations and reporting services for the County? Since the inception of GASB 75.
20. Regarding RFP Section 9.0 REQUESTED INFORMATION, Item 9.3 Certificate of Compliance: Is this a form that needs to be completed or a statement of confirmation that our firm complies with all requirements stated in the RFP? It is a form that needs to be completed online.
21. Regarding RFP Section 9.0 REQUESTED INFORMATION, Item 9.5 Two Dedicated: What does this refer to and what information is being requested? Two email addresses for the respondent for the respondent.
22. Regarding RFP Section 9.0 REQUESTED INFORMATION, Item 9. Greater KC Metro Area Information: What does this refer to and what information is being requested?
This information is outlined in the scope of services information. Please refer to the scope of services to respond appropriately.
23. Is the previously contracted firm expected to submit a new proposal? Yes.
24. Was a weighted evaluation criteria used as the basis of award for the previously awarded contract? Yes.
25. If a weighted evaluation criteria was used as the basis of award for the previously awarded contract, can we receive a copy of the bid tabulations/scoring for the previously short-listed proposing vendors?
See Addendum Attachment
26. What is the anticipated budget for this contract? $8,000/year.
27. Regarding RFP Section 9.0 REQUESTED INFORMATION, Item 9.4 Exhibit – F Bidders Exceptions: Is this a form that needs to be completed or just a statement of any exceptions or deviations that our firm regarding the RFP specifications?
This form only needs to be completed if the respondent has exception to add to his proposal.
28. The Acknowledgment of Receipt of Addenda form indicates responses will be posted by March 10th with a bid deadline of March 3rd. Please clarify both the proposal deadline and the date by which answers/addenda will be posted.
The bid will close on March 10, 2026. However, the Intent to bid on this proposal will end on March 3, 2026.
29. Please provide the following forms required for upload with our proposal:
Affidavit Addenda Certificate of Compliance Exhibit - F Bidders Exceptions Statement of Qualifications Two Dedicated email addresses Greater KC Metro Area Information Memo
These forms are included in the bid attachments B and C in the public files of the bid. Please follow the links attached to the forms to complete the task being requested.
However, there are no forms for the two dedicated email addresses or the Greater KC Metro Area Memo. This information is to be provided by the respondent.
30. All work performed under the Contract shall be performed in the Greater Kansas City Metropolitan Area which is defined by the eight (8) county area of:
Cass County, MO Clay County, MO
Jackson County, MO Lafayette County, MO
Platte County, MO Ray County, MO
Johnson County, KS Wyandotte County, KS
The Greater Kansas City Metropolitan area is defined by the eight (8) County area. If the Respondent is not located in the Greater Kansas City Metropolitan Area, documentation on company letterhead MUST BE submitted with your bid response detailing how your company would perform the work detailed herein.
The Response Deadline for this Invitation to Bid remains at 2:00 pm, CDT on 16, 2026. The deadline for questions on this Invitation to Bid remains has closed.
If you have any questions concerning this Addendum, please use the Q&A within the Bonfire Portal.
There are no further changes, modifications, or amendments.
PURCHASING DEPARTMENT
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