PERS S 45900-00014078 RFP AttI Work Order Final.pdf
PDF 194 KB Posted
- Attached to
- PERS Actuarial Services
- Solicitation number
- S-45900-00014078
- Issued by
- Washington County, Oregon
About this file
This document is a Work Order Sample template for a contract between the Public Employees' Retirement System (PERS) and an unnamed contractor for actuarial services. The template provides a standardized framework for issuing special project work orders under an existing contract, with sections for project name, type of special project, description and scope of work, schedule, staffing, estimated costs, and compensation. The work order types include analysis of major legislation, financial modeling, drafting regulations or policies, benefit plan studies, non-discrimination testing, and other unspecified services.
The compensation section allows for a not-to-exceed total amount to be specified for each work order, with a detailed breakdown of staffing costs including person hours and hourly rates. The document includes provisions for approval, allowing written approval via email or signature, with any revisions requiring a complete re-execution of Section 7. The work order is designed to be flexible, enabling PERS to request specific actuarial services on an as-needed basis, with work not commencing until a notice to proceed and signed work order are received by the contractor.
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Text version
RFP S 45900-00014078 – PERS Actuarial Services Att I
PERS RFP S-45900-00014078 AttI Work Order Page 1 of 2
ATTACHMENT I - Work Order Sample
Contract # XXXXX Special Projects Work Order # XXXX-XXX
This Work Order is issued in accordance with Exhibit X Section XX of Contract XXXXX, effective Date XX, 2026, and all associated Amendments and Assumption Agreements, (the “Contract”) under which Contractor has agreed to provide certain actuarial services including special services on an as-needed basis Upon PERS request for a special service, Contractor will complete Sections 1-6 and submit this Work Order as a proposal to PERS. Work may not commence until Contractor receives from PERS a notice to proceed and a signed Work Order.
All invoices must reference the Work Order number for these services.
1. Special Project Name:_________________________________
2. Type of Special Project: (check one)
___ Analysis of major legislation (including the asset and liability implications) ___ Financial modeling services not contemplated in Exhibit X Section XX ___ Draft of Regulation, policies or proposals affecting Agency benefit structure or funding ___ Special benefit plan studies (which may include design and costing of alternative defined benefit or defined contribution plans or of supplemental benefits to the existing plan)
___ Assistance with non-discrimination testing under the Internal Revenue Code ___ Other
3. Description and Scope of Work to be performed:
RFP S 45900-00014078 – PERS Actuarial Services Att I
PERS RFP S-45900-00014078 AttI Work Order Page 2 of 2
4. Schedule:
5. Staffing
Special Project Estimated Costs Person Hours Rate per Hour Dollars
6. Compensation: The Total Not-to-Exceed Amount for this Work Order is $XXXX.XX
7. Approvals: Written approval may be by agreed exchange of email with copy to a delegated contract administrator or by actual signature. Any revision requires completion of Section 7 again.
PERS “Contractor”
By:___________________________ By:_______________________
Date:_________________________ Date:______________________
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