C250213_Exhibit_C_Exceptions_and_Deviations_Form_GMEDITS.pdf

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Attached to
Informal Request for Proposals (RFP) Actuarial Valuation Services
Solicitation number
250213
Issued by
Orange County, California

About this file

This is an Exceptions and Deviations Form accompanying an Informal Request for Proposals (RFP) issued by the Orange County Transportation Authority in California for actuarial valuation services. The form provides the standardized template that offerors must use to submit any technical or contractual exceptions or deviations from the Authority's stated requirements. Offerors are required to clearly describe each exception or deviation, identify whether it pertains to the Scope of Work or the Proposed Agreement, reference the relevant section or exhibit, and provide a detailed rationale for the requested change. The RFP covers actuarial valuation services for a retiree healthcare program and additional retiree benefit account with a project budget of $49,500 over a five-year term. Electronic proposal submission is mandatory, and any exceptions or deviations must be submitted by the proposal due date; submissions received after this deadline will not be reviewed by the Authority.

Offerors who submit proposals without any technical or contractual exceptions are deemed to have accepted all of the Authority's technical obligations and contractual terms as presented in the Scope of Work and Proposed Agreement. All offerors certifying their proposals must confirm that they are not subject to any Ukraine/Russia-related economic sanctions imposed by the State of California or the United States Government, including Presidential Executive Orders 13660, 13661, 13662, 13685, and 14065, and must commit to compliance with all applicable economic sanctions imposed by the State or U.S. Government.

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Text version

RFP 250213

EXHIBIT C

Area Below Reserved for Authority Use Only:

PROPOSAL EXCEPTIONS AND/OR DEVIATIONS

The following form shall be completed for each technical and/or contractual exception or deviation that is submitted by Offeror for review and consideration by Authority. The exception and/or deviation must be clearly stated along with the rationale for requesting the exception and/or deviation. If no technical or contractual exceptions or deviations are submitted as part of the original proposal, Offerors are deemed to have accepted Authority’s technical obligations and contractual terms and conditions set forth in the Scope of Work and Proposed Agreement Exhibit C. Offerors will not be allowed to submit this form or any contractual exceptions and/or deviation after the proposal submittal date identified in the RFP. Exceptions or deviations submitted after the proposal submittal date will not be reviewed by Authority.

Offeror:

RFP No.: RFP Title:

Deviation or Exception No. :

Check one:

• Scope of Work (Technical)

• Proposed Agreement (Contractual)

Reference Section/Exhibit: Page/Article No.

Complete Description of Deviation or Exception:

Rationale for Requesting Deviation or Exception:

Georgia Martinez Cross-Out

Georgia Martinez Inserted Text B

NOTICE OF INFORMAL REQUEST FOR PROPOSALS (RFP)
FROM: ORANGE COUNTY TRANSPORTATION AUTHORITY
PLEASE NOTE: Hard copy proposal submission will not be accepted for this RFP. Proposals must be submitted electronically to the email address stated above and by the date and time as indicated.
INSTRUCTIONS TO OFFERORS
ACCEPTANCE OF PROPOSALS
CONTRACT TYPE
AWARD
PROPOSAL
Qualifications, Related Experience, and References of Offeror
Staffing
Work Plan
Cost and Price Proposal
Exceptions/Deviations
Enclosures:

PROPOSAL EXCEPTIONS AND/OR DEVIATIONS

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