Actuarial Services

Solicitation # CEO092501
Posted 9/22/25, 1:29 PM
No Updates
Due 10/17/25, 8:00 PM
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Napa County is seeking actuarial consulting services through a Request for Proposal (RFP) #CEO092501 issued by the County Executive Office. The procurement is focused on comprehensive actuarial services, specifically targeting pension and Other Post-Employment Benefits (OPEB) analysis. Key deliverables include consultation during bargaining unit negotiations, reviewing CalPERS annual actuarial valuation reports, providing OPEB finding reports, and attending meetings with county representatives and the Board of Supervisors. The RFP requires vendors to demonstrate expertise in actuarial consulting, with an evaluation process that allocates points across several criteria: company history (10 points), background and approach to scope of work (55 points), environmental sustainable business practices (5 points), and pricing information (30 points). The proposal submission deadline is October 17, 2025, at 5:00 pm, with the contract initially spanning three years and potential optional renewal years through 2030. Vendors must ensure all reports and deliverables comply with ADA and Section 508 accessibility requirements, and adhere to Government Code Section 7550 regarding contract and subcontract dollar amount reporting.

While no specific set-aside designations or restrictions on respondents were explicitly mentioned in the documents, the county reserves the right to award the contract to the firm best demonstrating capability in providing required actuarial services. The exact contract value is currently marked as "TBD", with funding contingent on annual appropriation by the Napa County Board of Supervisors and the vendor meeting contractually agreed project deliverables and milestones. The Professional Services Agreement template indicates that compensation will be based on services actually provided, with monthly invoicing possible. Vendors will be required to maintain comprehensive insurance coverage, including workers' compensation, general liability, professional liability, and automobile liability insurance with specific coverage limits. The contract includes provisions for potential early termination and requires continued funding to be linked to successful performance against established project objectives.

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