PERS S 45900_00014078 RFP AttE Price Proposal Final.pdf
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- Attached to
- PERS Actuarial Services
- Solicitation number
- S-45900-00014078
- Issued by
- Washington County, Oregon
About this file
This document is a Price Proposal Attachment (Attachment E) for a Request for Proposal (RFP S 45900-00014078) issued by PERS (Public Employees' Retirement System) for Actuarial Services. The proposal requests detailed pricing information for a comprehensive range of actuarial services, including a monthly retainer fee, fixed fee services covering areas such as experience studies, valuations, variable annuity values, IRC § 415 factors, actuarial equivalency factors, GASB 67/68 & 74/75 calculations, financial modeling services, and best practices/administrative operations consulting.
The pricing template allows for hourly rates, monthly amounts, project amounts, and assumed hours across different service categories. The document also seeks clarification on potential indirect charges, requests a guarantee period for the cost proposal, and invites bidders to describe their process for future price adjustments. Special provisions are included for additional work due to unforeseen circumstances, such as legislative changes, which would require a signed Work Order. The information provided in this price proposal will be used to develop Exhibit B of the final contract, indicating that this is a critical component of the overall procurement process for actuarial services.
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RFP S 45900-00014078 – PERS Actuarial Services Att E
PERS RFP S-45900-00014078 AttE Price Proposal Page 1 of 1
ATTACHMENT E - PRICE PROPOSAL
1. Referring to Attachment H, Statement of Work (SOW) and Section 3.3.3 of the RFP, submit
Price Proposal in the format shown below:
SOW
Section
Description Hourly Rate
Monthly Amount
Project Amount
Number of Assumed Hours
1 Retainer Fee (Monthly) 2 Fixed Fee Services ( Includes all items below)
2.1 Experience Studies
2.2 Valuations
2.3 Variable Annuity Values
2.4 IRC § 415 Factors
2.5 Actuarial Equivalency Factors
2.6 GASB 67/68 & 74/75 Calculation
2.7 Financial Modeling Services
2.8 Best Practices/Admin Ops Consulting
*2.9 Hourly Rate
3 **Special Projects 4 **Special Projects – Employer Requested
*provide hourly rate if additional work is needed due to unforeseen circumstances, i.e. legislative changes after work has been completed. This work will not commence until a signed Work Order is authorized.
**All Special projects are Work Order Based
2. Are there any "indirect” charges that are included in your proposal? If so, please identify
3. How many years will you guarantee this cost proposal? After the initial contract period, please describe the process for any proposed price increases/decreases.
4. If you have any other pricing alternatives or proposals, please include those separately.
The information provided in the price proposal will be used for the development of Exhibit B of the Contract.
File details come from the government source that posted it. Updated .