PERS S 45900-00014078 RFP AttI Work Order Final.pdf
PDF 194 KB Posted
- Attached to
- ITB - PMP Region 1 - Eastern Airports
- Solicitation number
- S-10900-00014077
- Issued by
- Clackamas County, Moro City, Oregon
About this file
This is a Work Order template attachment from a Request for Proposal (RFP S 45900-00014078) issued by the Public Employees Retirement System (PERS) for actuarial services. The document serves as a standardized proposal form that contractors must complete and submit to PERS upon request for special projects. The work order covers various types of actuarial services including analysis of major legislation, financial modeling, regulation and policy drafting, special benefit plan studies, non-discrimination testing under the Internal Revenue Code, and other related services. The contractor is required to complete sections detailing the special project name, type, description and scope of work, schedule, staffing details with estimated hours and hourly rates, and total compensation. Work may not commence until the contractor receives written notice to proceed and a signed work order from PERS, and all invoices must reference the assigned work order number.
The work order template includes a not-to-exceed compensation amount that will be determined on a case-by-case basis for each special project. The template requires both PERS and the contractor to provide written approval, which may be executed through email correspondence with a delegated contract administrator or through actual signature. Any revisions to the work order require completion of the approval section again. The document does not specify pricing terms, set-asides, funding amounts, or other financial parameters, as these will be established individually for each work order issued under the primary actuarial services contract.
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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:______________________
File details come from the government source that posted it. Updated .