908030-event.pdf
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- Attached to
- 20-03296BM Pension Actuarial Services
- Solicitation number
- 20-03296BM
- Issued by
- Carbon County, Utah
About this file
This is a Request for Proposal (RFP) issued by the Utah Transit Authority (UTA) for Pension Actuarial Services, solicitation number 20-03296BM. The RFP seeks a contract for consulting services for the UTA Employee Retirement Plan and Trust Agreement, with desired services including Actuarial Consulting, Valuation Services, Plan Design and Compliance Consulting, and Additional Services. The solicitation was opened on 9/16/2020 at 1:30 PM MDT and closed on 10/7/2020 at 2:00 PM MDT. The defined benefit pension plan being managed is valued at $194 million and currently has 2,536 active participants, 428 terminated vested participants, and 724 retired participants and beneficiaries.
The RFP requires vendors to submit a current W-9 form and UTA Tax Exempt Form, with all questions to be submitted through SciQuest during the designated Q&A period. The commodity codes associated with this procurement include accounting and bookkeeping services (84110) and insurance and retirement services (84130). The procurement is conducted through the Utah Public Procurement Place platform, with the primary contact being Brian Motes, who can be reached at BMOTES@RIDEUTA.COM or +801 (287) 3059. The RFP includes two attachments: an Actuarial Services RFP document and an Actuarial Services RFP Cost File.
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Text version
07 March 2022
20-03296BM Pension Actuarial Services 20-03296BM Pension Actuarial Services
07 March 2022
Open 9/16/2020 1:30 PM MDT Type Request for Proposal Close 10/7/2020 2:00 PM MDT Number 20-03296BM Currency US Dollar
Sealed Until 10/7/2020 2:00 PM MDT
Contacts
BRIAN MOTES
BMOTES@RIDEUTA.COM
Phone +801 (287) 3059
Commodity Codes Commodity Code Description
84110 Accounting and bookkeeping services including audit services and corporate finance and taxation issues and preparation
84130 Insurance and retirement services including life and health and accident insurance and insurance services for structures and properties and possessions and pension funds and retirement funds and bonds
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The Utah Transit Authority Selection Committee, Trustees of the Utah Transit Authority Employee Retirement Plan and Trust Agreement, intends to obtain a contract for consulting services for its retirement plans. The areas of desired services are as follows:
Actuarial Consulting Valuation Services Plan Design and Compliance Consulting Additional Services
The Utah Transit Authority Selection Committee (Pens ion Committee) administers a $194 million defined benefit pension plan. The defined benefit plan currently has 2,536 active participants, 428 terminated vested participants, and 724 retired participants and beneficiaries.
The Selection Committee requires that proposals respond to the specifications listed in this document. UTA requests that responses be in the same order as they are found in the specifications. Generic proposals will not be evaluated further unless they specify, by title, the areas of evaluation criteria as listed in this request for proposal.
Description
Required to View Event
Prerequisites Required to Enter Bid
07 March 2022
1. Vendor Must Submit a current W-9
2. UTA Tax Exempt Form
3. All Questions and Answers must be asked through SciQuest during the Q&A period.
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Buyer Attachments
1. Actuarial Services RFP
2. Actuarial Services RFP Cost File
07 March 202207 March 202207 March 202207 March 202207 March 202207 March 2022 https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/908030-98908060520-03296BM%20Actuarial%20Services%20RFP%20Final.docx?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1709740210&Signature=OLjc3RmmR%2F0CRqVTC8OrIy4eQoE%3D https://s3.amazonaws.com/solutions-selectsite-documents/Sourcingevent/908030-98908071620-03296BM%20Actuarial%20Services%20RFP%20Cost%20Sheet.xlsx?AWSAccessKeyId=AKIAJ5HNJE5DFBZ5ONSA&Expires=1709740210&Signature=GyIUz6vuLTCIQV20f%2B2PrWTYIlI%3D
Questions Required Questions
There are no Questions added to this event.
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Product Line Items Product Line Items
There are no Items added to this event.
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Service Line Items Service Line Items
There are no Items added to this event.
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