C250213_Exhibit_C_Exceptions_and_Deviations_Form.pdf

This document is an Exhibit C form from the Orange County Transportation Authority's Informal Request for Proposals (RFP) for Actuarial Valuation Services in California. The form is designed to allow offerors to formally document and submit technical and contractual exceptions or deviations from the Authority's stated requirements. The RFP seeks qualified firms to provide actuarial valuation services for the Authority's retiree healthcare program and additional retiree benefit account. Offerors must complete a separate form for each exception or deviation, clearly identifying whether the deviation relates to the Scope of Work (technical) or the Proposed Agreement (contractual), along with the specific reference section and detailed rationale. The proposal submission deadline requires electronic submission only, with hard copy proposals explicitly not accepted. The contract term is five (5) years with a total budget of $49,500. Any exceptions or deviations must be submitted with the original proposal; submissions received after the proposal deadline will not be reviewed by the Authority.

All offerors submitting proposals must certify that they are not subject to any Ukraine/Russia-related economic sanctions imposed by the State of California or the United States Government, including those specified under Presidential Executive Orders 13660, 13661, 13662, 13685, and 14065. By submitting a proposal, offerors agree to comply with all economic sanctions imposed by state or federal authorities. The RFP instructions indicate that proposals will be evaluated based on qualifications and related experience of the offeror, staffing, work plan, cost and price proposal, and any submitted exceptions or deviations.