HUD-5369-B_(8-93)_-_Instructions_to_Offers_Non-Construction.pdf

This document is the HUD Form 5369-B Instructions to Offerors for Non-Construction contracts, applicable to the Sacramento Housing & Redevelopment Agency (SHRA) solicitation for actuarial services. SHRA seeks actuarial services to support the measurement, funding, and financial reporting of its Other Post-Employment Benefits (OPEB) program. The selected vendor will provide actuarial valuation and advisory services including development of actuarially determined contributions, preparation of GASB 75 reporting, analysis of funded status and long-term liability trends, and evaluation of the Agency's prefunding strategy. SHRA has historically prefunded its OPEB obligations through the California Employers' Retiree Benefit Trust (CERBT) and seeks a partner capable of combining strong actuarial credentials with strategic advisory services, reliable project execution, and clear presentation of results to support informed decision-making by Agency leadership and stakeholders.

The instructions document establishes the formal framework and submission requirements for vendors responding to this procurement. SHRA values high-quality vendors with demonstrated public-sector OPEB experience who can communicate complex actuarial concepts in practical terms and help leadership understand emerging risks, evaluate funding options, and explain key drivers of change. The Agency seeks actuarial expertise that extends beyond compliant reporting to provide strategic guidance on the sustainability of retiree healthcare obligations. Specific response dates, due dates, award dates, contract term details, and pricing information are not detailed in this instructions document, which serves as the procedural guide for the bidding process.