RFP_2026_PR_9123_Attachment_C_Bidder_Information_and__Qualification_FormFinal5-4-26.xlsx
XLSX spreadsheet 117 KB Posted
- Attached to
- RFP 2026 PR 9123 Actuarial Services
- Solicitation number
- PR9123
- Issued by
- Florida
About this file
This is a Bidder Information and Qualification Form (Attachment C) for RFP 2026 PR 9123 issued by the Orlando Utilities Commission (OUC) in Florida for actuarial services. The solicitation seeks one or more qualified consulting actuarial firms to provide comprehensive services including annual actuarial valuations, GASB 67/68 and GASB 74/75 reporting, regulatory filings, actuarial studies, benefit consulting, and advisory services for the OUC Pension Plan, OPEB Trust, and self-insured medical program. The proposal opening will be conducted virtually, with the public able to request access from the Buyer of Record no later than one business day prior to the scheduled opening, at which time only the names of proposers will be announced.
The qualification form establishes ten mandatory pass/fail minimum proposer qualifications that must be satisfied for continued evaluation, including: five years of actuarial valuation and pension consulting experience with Florida public sector defined benefit or defined contribution plans; primary business line in actuarial services; experience with large pension plans of $500 million or greater in assets; service as supervising actuary within the last five years; demonstrated technical capabilities in funding valuations, GASB reporting, experience studies, and actuarial audits; prior work with Florida municipalities and familiarity with Florida statutory requirements; independence from other advisors with adherence to Actuarial Standards of Practice; principal actuary credentials including ten years of experience, Enrolled Actuary status, American Academy of Actuaries membership, and Society of Actuaries Fellowship; current licenses, permits, and liability and errors and omissions insurance; and adequate resources and capacity to perform required services. Additional scored evaluation criteria assess firm background, project team qualifications, technical approach, references from governmental entities or public pension plans completed within the last ten years, and compliance with all required forms and certifications.
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Qualification
| Attachment C | |
| RFP 2026 PR 9123 Actuarial Services | |
| Instructions: All responses in this form must be complete. Where applicable, provide supporting documentation or explanations in the main proposal narrative. The Evaluation Committee will evaluate proposals based solely on the information included in this form and the accompanying proposal. It will not assume or infer qualifications not expressly stated, nor will it seek clarification. Each Proposer must submit this Excel spreadsheet with their proposal. | |
| Name: | Date: |
| Minimum Proposer Qualifications. Failure to meet any of the Minimum Qualifications below (numbers 1 to 10), or failure to provide sufficient documentation, will result in disqualification from further evaluation. These criteria are pass/fail and not subject to interpretation or scoring (Refer to Section 1.4 Minimum Proposer Qualifications of the RFP). |
Instructions:
| 1. | Proposer shall answer “Yes” or “No” in the Microsoft Excel sheet. |
| 2. | “Yes” confirms the information is provided in the Microsoft Excel sheet or attached. |
| Proposer Page #, if applicable | |
| 1 | Firm Experience |
a. Confirm the firm has provided actuarial valuation and pension consulting services for Florida public sector defined benefit or defined contribution plans for at least five (5) years prior to the proposal due date.
b. State the number of years and provide examples of relevant engagements.
2 Primary Line of Business
a. Confirm the firm’s primary line of business includes actuarial valuation, experience studies and analysis, actuarial audits, and pension consulting services.
b. Provide examples of services performed for similar sized public pension plans, including those with OPEB programs.
3 Large Plan Experience
a. Confirm experience with defined benefit pension plans, including OPEB programs, with assets of $500,000,000 or greater.
b. Provide at least three (3) examples, including client name, plan size, and services performed.
4 Supervising Actuary Experience
a. Confirm the firm has served as supervising actuary, with work signed by an officer of the firm, within the last five (5) years.
b. Describe experience with consulting services, experience analysis, and valuation assignments for major retirement programs.
5 Technical Capabilities: Provide evidence of experience with the following (a to e):
a. Annual funding valuations
b. GASB 67/68 and GASB 74/75
c. Experience Studies
d. Actuarial audits
e. Plan design and cost analysis 6 Public Sector Expertise (a to c):
a. Describe prior work with Florida municipalities or governmental entities.
b. Confirm familiarity with Florida statutory funding requirements.
| c. Describe knowledge of Florida public sector plan governance and benefit structures. | |
| 7 | Independence and Professional Standards(a to d): |
a. Confirm independence from investment consultants and other advisors.
b. Disclose any actual or potential conflicts of interest.
| c. Confirm adherence to Actuarial Standards of Practice (ASOP). | |
| d. Confirm ability to serve as actuary of record. | |
| 8 | Professional Credentials (a to d): |
a. Identify the principal actuary assigned to this engagement.
| b. Confirm the actuary has at least ten (10) years of professional actuarial experience. | |
| c. Confirm the actuary is an Enrolled Actuary, Member of the American Academy of Actuaries, and Fellow of the Society of Actuaries. | |
| d. Confirm ability to sign actuarial opinions under applicable standards. | |
| 9 | Licenses and Insurance |
a. Confirm the firm holds all required permits and licenses.
| b. Confirm liability and errors and omissions insurance are in effect at the time of proposal submission and will be maintained throughout the contract term. | |
| c. Provide proof of insurance. | |
| 10 | Resources and Capacity |
a. Confirm the firm will provide its own facilities, equipment, supplies, and support staff.
| b. Describe the team structure and resources available to perform the required services. | |
| The remainder of Attachment C is scored based on quality, completeness, and alignment with the requirements of Section 2 Proposer requirements and Qualifications of the RFP. |
| Proposer Information. | Tab 1 | |
| 1 | Did you attach a cover letter with your company's letterhead with a description of firm history and organization? | |
| 2 | State the legal name of the company (as listed in the Division of Corporation business entity registration): | |
| 3 | State the full legal name of your parent company. Provide a complete list of all subsidiaries, affiliates, and related entities under common ownership or control with the parent company, including their legal names, jurisdictions of incorporation, and primary business functions. Did you include your response with your proposal? | |
| 4 | State the complete business address: | |
| 5 | Company must be registered in SUNBIZ. If your company is a foreign entity doing business in Florida, indicate the state in which it is incorporated and confirm registration with the Florida Division of Corporations. | |
| 6 | Primary contact name(s): | |
| 7 | Primary contact email(s) address: | |
| 8 | Primary contact telephone number(s): | |
| 9 | Primary contact cell telephone number(s): | |
| 10 | Name and title of the officer authorized to bind the company to contracts (If awarded a contract, the contract will be sent to this person for signature via Adobe Sign): | |
| 11 | Officer's telephone number: | |
| 12 | Officer's email address: | |
| 13 | Number of employees and firm size: | |
| 14 | Number of locations: | |
| 15 | Nearest branch office or service location which will administer the services: | |
| 16 | Primary servicing office location: | |
| 17 | Number of years company has been in business: | |
| 18 | Did the Proposer provide copies of business licenses and professional certifications? Did the Proposer provide evidence of good standing to conduct business in Florida? Did you include your response with your proposal? | |
| Required Proposer Qualifications. The following responses will be scored from 0 to 5 based on completeness, relevance, and alignment with Attachment A, Scope of Work. | ||
| Experience | Tab 2 | |
| 23 | Did the Proposer provide number of completed and ongoing projects with similar scope and size | |
| 25 | Did the Proposer provide project details demonstrating similarity in scope and size | |
| Subconsultants | ||
| 26 | Did the Proposer provide a complete list of proposed subconsultants | |
| 27 | Did the Proposer provide Subconsultants' company names and contact information | |
| 28 | Did the Proposer provide number of years each Subconsultant has been in business | |
| 29 | Did the Proposer provide proof of required licenses for Subconsultants, if applicable | |
| 30 | Did the Proposer provide Subconsultant experience on similar projects | |
| Firm Background and Organization | ||
| 34 | Did the Proposer provide number of credentialed actuaries | |
| 35 | Did the Proposer describe primary and other business services | |
| 36 | Did the Proposer disclose ownership changes within the last five (5) years |
| Government Experience | ||
| 39 | Did the Proposer provide a list of governmental clients with similar services? | |
| 41 | Did the Proposer provide a list of governmental clients lost within the last five (5) years with contact information? | |
| Project Team | ||
| 42 | Did the Proposer identify the supervising actuary assigned to the engagement? | |
| 43 | Did the Proposer provide qualifications and experience of key staff? | |
| 44 | Did the Proposer describe roles and responsibilities of team members? | |
| 45 | Did the Proposer provide resumes of key personnel? | |
| 46 | Did the Proposer demonstrate ability to provide consistent staffing? | |
| Technical Approach | ||
| 47 | Did the Proposer describe actuarial methodologies and analytical approaches? | |
| 48 | Did the Proposer describe processes for valuations, studies, and consulting services? | |
| Independence and Conflicts | ||
| 49 | Did the Proposer provide an affirmative statement of independence? | |
| 50 | Did the Proposer disclose any actual or potential conflicts of interest? | |
| Representative Work and Data | ||
| 51 | Did the Proposer provide a defined benefit pension actuarial valuation report? | |
| 52 | Did the Proposer provide an OPEB actuarial valuation report? | |
| 53 | Did the Proposer provide an actuarial assumption study? | |
| 54 | Did the Proposer provide an investment return assumption study? | |
| 55 | Did the Proposer provide distribution of clients by asset size categories? | |
| Insurance | Tab 3 | |
| 56 | Did you attach a copy of the sample insurance certificates with your proposal? | |
| 57 | Does your insurance policy provide “Additional Insured” coverage? |
Note: If no, if awarded a contract, the company must revise its policy to include "Additional insured" coverage. The provision for "Additional insured" must be stated in the insurance Acord as required in the contract.
58 Does your insurance policy provide Waiver of Subrogation?
Note: If no, if awarded a contract, the company must revise its policy to provide "Waiver of Subrogation." The provision for "Waiver of Subrogation" must be stated in the insurance Acord as required in the contract.
59 Confirm ability to provide required insurance coverage for:
a. Commercial General Liability – $2M per occurrence 60 Confirm ability to provide required insurance coverage for:
b. Commercial Auto Liability – $1M per occurrence 61 Confirm ability to provide required insurance coverage for:
c. Professional Liability – $5M per claim with two-year tail
| 62 | If not exempt under worker's compensation, does your company have the required statutory Workers’ Compensation and Employers Liability coverage of $1,000,000 per occurrence? | |
| Litigations/Disputes. Please provide your explanation in the Dispute Disclosure form. | Tab 3 | |
| 63 | Has your company ever been in a lawsuit where the company or one of its employees was accused of wrongdoing? | |
| 64 | Is your company currently involved in any unsettled litigation? | |
| 65 | Has your company ever been issued a warning or violation by a regulatory agency? | |
| 66 | Has your company ever had a contract terminated? | |
| Compliance Forms. | Tab 4. | |
| 67 | Did you sign, notarized, and attached the Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes form? | |
| 68 | Did you complete and attach the Dispute Disclosure form? | |
| 69 | Did you sign and date all Addendum in the "Addenda Acknowledgement Form?" | |
| Additional Information for Consideration. This is not a requirement. | Tab 5. | |
| 70 | If awarded a contract, describe any new economic development opportunities that your company may develop to benefit the local Orlando Area or the State of Florida, such as the creation of new jobs or purchasing/leasing new building space as a result of this project. |
Please limit response to no more than one (1) 8" x 11" page.
&P
Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No No Yes No Yes No Yes No Yes Yes No Yes No Yes No No Yes Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No
References
| Attachment C | |||
| RFP 2026 PR 9123 Actuarial Services | |||
| Name: | 0 | Date: | 0 |
Provide three (3) pre-verified references for actuarial valuation and pension consulting services performed within the last ten (10) years where the proposing firm served as the primary provider. Engagements shall include services for governmental entities or public pension plans, including Defined Benefit and OPEB programs. Each reference shall demonstrate the firm’s ability to perform actuarial valuations, experience studies, actuarial audits, and related consulting services in compliance with applicable standards (e.g., GASB 67/68 and GASB 74/75). Preference will be given to references within the State of Florida.
Instructions:
Enter responses directly in the Excel sheet where applicable.
For items requiring narrative, attach a separate page and indicate “Yes” if provided.
Responses will be scored based on alignment with the Scope of Work.
| Project References. | |||
| 1 | References | ||
| Section A – General Information | Tab 2 | Proposer Page #, if applicable | |
| 1 | Customer's name | ||
| 2 | Plan name and sponsoring entity | ||
| Location (city and state) | |||
| 3 | Date services completed or ongoing | ||
| 4 | Customer contact name | ||
| 5 | Customer contact phone number | ||
| 6 | Customer contact email address | ||
| Section B – Scope and Relevance | |||
| 7 | Did you provide, on a separate page, a description of actuarial services performed (limit one (1) page)? | ||
| 8 | Did you identify the approximate plan asset size? | ||
| Section C – Contract Information | |||
| 9 | What was the contracting method (e.g., fixed fee, not-to-exceed, time and materials)? | ||
| 10 | What was the original contract value? | ||
| 11 | Did you identify the supervising actuary responsible for the engagement? | ||
| Section D – Performance | |||
| 12 | What was the scheduled completion date for key deliverables? | ||
| 13 | What was the actual completion date for key deliverables? | ||
| 14 | If services were not completed on time, did you attach an explanation? | ||
| Section E – Deliverables | |||
| 15 | Did you provide sample reports or redacted deliverables (e.g., actuarial valuation report, GASB report, experience study)? | ||
| 16 | What was the actual completion date for key deliverables? | ||
| 17 | If services were not completed on time, please explain the reason for the delay. Did you provide your response? | ||
| 18 | Did you provide sample reports or redacted deliverables (e.g., actuarial valuation report, GASB report, experience study)? | ||
| 2 | Reference | ||
| Section A – General Information | |||
| 1 | Customer's name | ||
| 2 | Plan name and sponsoring entity | ||
| Location (city and state) | |||
| 3 | Date services completed or ongoing | ||
| 4 | Customer contact name | ||
| 5 | Customer contact phone number | ||
| 6 | Customer contact email address | ||
| Section B – Scope and Relevance | |||
| 7 | Did you provide, on a separate page, a description of actuarial services performed (limit one (1) page)? | ||
| 8 | Did you identify the approximate plan asset size? | ||
| Section C – Contract Information | |||
| 9 | What was the contracting method (e.g., fixed fee, not-to-exceed, time and materials)? | ||
| 10 | What was the original contract value? | ||
| 11 | Did you identify the supervising actuary responsible for the engagement? | ||
| Section D – Performance | |||
| 12 | What was the scheduled completion date for key deliverables? | ||
| 13 | What was the actual completion date for key deliverables? | ||
| 14 | If services were not completed on time, did you attach an explanation? | ||
| Section E – Deliverables | |||
| 15 | Did you provide sample reports or redacted deliverables (e.g., actuarial valuation report, GASB report, experience study)? | ||
| 16 | What was the actual completion date for key deliverables? | ||
| 17 | If services were not completed on time, please explain the reason for the delay. Did you provide your response? | ||
| 18 | Did you provide sample reports or redacted deliverables (e.g., actuarial valuation report, GASB report, experience study)? | ||
| 3 | Reference | ||
| Section A – General Information | |||
| 1 | Customer's name | ||
| 2 | Plan name and sponsoring entity | ||
| Location (city and state) | |||
| 3 | Date services completed or ongoing | ||
| 4 | Customer contact name | ||
| 5 | Customer contact phone number | ||
| 6 | Customer contact email address | ||
| Section B – Scope and Relevance | |||
| 7 | Did you provide, on a separate page, a description of actuarial services performed (limit one (1) page)? | ||
| 8 | Did you identify the approximate plan asset size? | ||
| Section C – Contract Information | |||
| 9 | What was the contracting method (e.g., fixed fee, not-to-exceed, time and materials)? | ||
| 10 | What was the original contract value? | ||
| 11 | Did you identify the supervising actuary responsible for the engagement? | ||
| Section D – Performance | |||
| 12 | What was the scheduled completion date for key deliverables? | ||
| 13 | What was the actual completion date for key deliverables? | ||
| 14 | If services were not completed on time, did you attach an explanation? | ||
| Section E – Deliverables | |||
| 15 | Did you provide sample reports or redacted deliverables (e.g., actuarial valuation report, GASB report, experience study)? | ||
| 16 | What was the actual completion date for key deliverables? | ||
| 17 | If services were not completed on time, please explain the reason for the delay. Did you provide your response? | ||
| 18 | Did you provide sample reports or redacted deliverables (e.g., actuarial valuation report, GASB report, experience study)? |
No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No
No
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