C250213_SOW_Verification_Form.pdf
PDF 227 KB Posted
- Solicitation number
- 250213
- Issued by
- Orange County, California
About this file
This is a Scope of Work Verification Form submitted by the Orange County Transportation Authority (OCTA) for actuarial valuation services under Requisition No. R000596, with a contract term through May 31, 2031. The scope of work requires qualified actuarial firms to provide comprehensive valuations of OCTA's Retiree Health Insurance plan (an OPEB plan covering post-employment healthcare) and the Additional Retiree Benefit Account (ARBA), a supplemental retirement benefits plan covering approximately 879 active retirees and 1,278 active employees as of June 30, 2023. Full actuarial valuations must be completed as of January 1, 2026, January 1, 2028, and January 1, 2030, with draft reports due within five months of each calendar year-end and final reports due within two weeks of draft acceptance. Additionally, annual roll-forward reports for each fiscal year ending June 30 (2026-2030) must be submitted within four weeks of year-end, and the selected consultant must provide oral presentations to management and remain available for related inquiries. The original proposal deadline of April 15, 2026, has already passed as of the current date.
The contract carries a firm fixed price of $49,500 for the entire five-year term, covering all three full valuations and five annual roll-forward reports. All proposing firms must maintain commercial general liability insurance of $1,000,000 per occurrence, automobile liability of $1,000,000 combined single limit, workers' compensation as required by California law, employers' liability of $1,000,000 per accident, and professional liability of $1,000,000. Evaluation criteria include qualifications and experience, staffing, work plan, cost proposal, and any exceptions or deviations. All proposers must certify non-involvement with Ukraine/Russia-related economic sanctions imposed by the State of California or the United States Government under Presidential Executive Orders 13660, 13661, 13662, 13685, and 14065, and electronic proposal submission is mandatory.
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Text version
SCOPE OF WORK VERIFICATION
This Form Must Be Submitted with Scope of Work (SOW)
FA-CAMM-071.docm (05/16/16) Page 1 of 1
The following general rules shall apply when preparing scopes of work and specifications:
a) Provide a clear and concise Scope of Work (SOW) and not impose unreasonable requirements.
b) Specifications and Scopes of Work shall identify all characteristics and specific tasks and functions of the items or services to be procured, and meet the Authority’s requirements.
c) Whenever possible, the expected quality of services to be provided or the performance characteristics of the item shall be specified.
d) The requestor shall identify all optional items, and the solicitation documents shall set forth the expected needs and the manner in which the related bid prices will be considered.
e) Brand name specifications must be accompanied by an explanation that clearly indicates that the specification is not intended to be restrictive.
f) The salient characteristics represented by the brand names shall be identified to allow for evaluation of possible “or equal” material.
g) Because standard specifications and requirements allow for more efficient operations and result in lower prices, they shall be used wherever suitable.
h) Industry, federal, state and local government specifications and requirements can be used.
Consultants are prohibited from writing the Scope of Work or assisting in the development or writing the Scope of Work in which they may bid.
INSTRUCTIONS
Project Managers (PM) must select one of the following certifications and submit this form with the scope of work/specifications. This form must be signed by the Project Manager and one of the following: the PM’s Department Manager or Director or Executive Director.
Project Description: Actuarial Valuation Requisition No: R000596 o I certify that the attached SOW/specifications was independently prepared to invite competition;
does not include reference to a brand name, or include unreasonable restrictions or an intent to favor any specific vendor or brand product.
OR
o The SOW/specifications prepared includes a “brand name or equal” description because it was determined to be “impractical or uneconomical” (as referenced in FTA Circular 4220.1F -revised March 18, 2013) to write a clear and accurate description of the technical requirements of the goods or services to be acquired. However, the specific features or salient characteristics of the named brand which must be met by offerors of “an equal” proposal have been clearly stated, as required by Federal Transit Administration regulations. (FTA Circular 4220.1F – revised March 18, 2013)
Project Manager Signature Dept. Manager/Director/Executive Director Signature
Acctg/Financial Reporting 01/05/2026 Department Date gtorres Pencil
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