Exhibit B - Offeror Response Questions - RFP AABA 2027-0047 Total Compensation Actuarial Services.pdf

Exhibit B 1

DPA Solicitation Number:

RFP AABA 2027-0047

Total Compensation and Actuarial Services

EXHIBIT B – OFFEROR RESPONSE QUESTIONS

Exhibit B 2

1. OFFEROR RESPONSE 1 – Organizational Experience

1.1. Provide a detailed description of Offeror’s organizational experience related to the

Work, including experience within the last five (5) years providing compensation consulting services for State or other public sector employers with both classified and nonclassified employees. Include experience with total compensation analysis, market compensation analysis, salary and pay range analysis, step pay, benefits analysis, pay practices analysis, and related compensation reporting and recommendations.

2. OFFEROR RESPONSE 2 - PERSONNEL

2.1. Provide a detailed explanation of how Offeror will provide sufficient personnel to perform the Work, including all of the following:

2.1.1. Describe Offeror’s proposed Key Personnel and how their qualifications and experience meet or exceed the requirements contained in this RFP.

2.1.2. Describe how Offeror will ensure qualified backup personnel are available if Key

Personnel or other primary personnel are unavailable. Specifically, explain how

Offeror will:

2.1.2.1. Train and prepare backup personnel to assume the Work seamlessly.

2.1.2.2. Ensure continuity of operations during any staffing transition.

2.1.2.3. Maintain the accuracy, timeliness, and quality of all Deliverables.

2.1.3. Describe how Offeror will ensure the Work continues without interruption if Key

Personnel are no longer assigned to the Contract. Specifically, explain how

Offeror will:

2.1.3.1. Transition responsibilities, knowledge, and work in progress to qualified replacements.

2.1.3.2. Ensure replacement personnel are fully prepared to meet all Contract requirements and expectations.

2.1.3.3. Maintain the accuracy, quality, and timeliness of the Work during and after the transition.

2.1.4. If Offeror intends to use a subcontractor, describe how the subcontractor will be used and managed. Include

2.1.4.1. The percentage of Work to be completed by subcontractor

2.1.4.2. The anticipated positions and roles

2.1.4.3. How Offeror will ensure the assigned Work is completed accurately and timely.

2.1.5. Because the Work may involve confidential personnel and compensation data, also describe whether subcontractor personnel will have access to State data and, if so, the safeguards Offeror will use to:

2.1.5.1. Control access

2.1.5.2. Protect the data

2.1.5.3. Prevent unauthorized access, use, disclosure, or loss

3. OFFEROR RESPONSE 3 – REFERENCES

Exhibit B 3

3.1. Provide no more than five references and letters of recommendation from other clients for whom Offeror has performed similar work, preferably government clients. Include any corrective actions plans related to this work experience.

4. OFFEROR RESPONSE 4 - SPECIFICATIONS AND REQUIREMENTS

4.1. Provide details that demonstrate how Offeror’s proposed services meet the specifications and requirements as stated in Exhibit A – Statement of Work.

4.2. Provide a detailed description of how Offeror will complete each of the requirements in Exhibit A – Statement of Work.

4.3. Provide details regarding Offeror’s quality control process for reviewing and validating

Deliverables prior to submission to the State. Include how Offeror will identify and correct errors, omissions, inconsistencies, or inaccuracies and ensure Deliverables are accurate, complete, consistent, and meet the requirements of the Contract.

4.4. Provide details regarding how Offeror will review and validate benchmark matches, including the use of Survey Benchmark Descriptions, Job Class information, Occupational Group relationships, and the required 80% match in core responsibilities.

4.5. Provide details regarding how Offeror will identify, document, and communicate changes to methodology, data sources, benchmark matches, calculations, assumptions, or analyses throughout each ACR and QCR cycle.

4.6. Provide details regarding the process used to identify and report on data limitations, including but not limited to the decisions made on addressing the limitations and the anticipated impact such limitations have on the results.

4.7. Provide details regarding Offeror’s process for producing a final source-to-report crosswalk that links each major conclusion and recommendation to the applicable source data and analysis.

4.8. Provide details regarding Offeror’s process for identifying, escalating, and resolving issues that may affect the quality, accuracy, scope, or timely completion of the Work.

4.9. Provide details regarding how Offeror will coordinate the work of Key Personnel, Other

Personnel, and any subcontractors to ensure consistent methodology, quality, communication, and accountability throughout the Contract.

4.10. Provide details regarding how Offeror will maintain documentation and supporting workpapers necessary to explain, validate, and reproduce the market analysis, calculations, findings, and recommendations, including information required to support

State or third-party audits.

4.11. Provide details regarding Offeror’s approach to analyzing the State’s step pay program, including how Offeror will evaluate step progression, step differentials, time between steps, employee movement through the step structure, and the competitiveness of the

State’s step pay practices compared to relevant public and private sector markets.

Include how Offeror will identify potential issues or areas for improvement and develop recommendations based on the analysis.

4.12. Provide details regarding Offeror’s approach to analyzing the State’s pay structure, including how Offeror will evaluate pay grade minimums, midpoints, maximums, range spreads, grade differentials, and the overall alignment of the pay structure with relevant market data and the State’s compensation philosophy. Include how Offeror

Exhibit B 4 will identify potential structural issues or areas for improvement and develop recommendations for adjustments.

4.13. Provide details outlining how Offeror will comply with accessibility requirements.

5. OFFEROR RESPONSE 5 – BUSINESS CONTINUITY

5.1. Confirm whether or not Offeror has a current Business Continuity Plan. If Offeror does have a current Business Continuity Plan, please submit a copy of it as part of the

Proposal.

5.2. If Offeror does not have a current Business Continuity Plan, please confirm that Offeror will have a Business Continuity Plan that covers the Work outlined in Exhibit A –

Statement of Work that can be submitted to the State.

5.3. Provide details regarding how Offeror will manage continuity of the Work in the event of personnel changes, including the loss or unavailability of Key Personnel, while maintaining project timelines and the quality of the Work.

6. OFFEROR RESPONSE 6 - COST

6.1. Provide a Cost Proposal by completing Exhibit C – Pricing/Rates.