ACTUARIAL AND RELATED SERVICES

Closed September 14, 2021, 10:00 AM

  • Reference numberRFP 47-21
  • StatusAwarded
  • SummaryThe City of Clearwater (City) administers a defined benefit pension plan that requires annual actuarial services for both funding and financial reporting purposes, in compliance with Governmental Accounting Standards Board (GASB) and State of Florida reporting requirements.
  • Date awardedOctober 08, 2021

Health and safety are of the upmost importance to the City during this time. During the time COVID-19 is active, in order to reduce travel and personal interactions, we are requesting that all solicitation documents be submitted electronically.

Instructions on how to submit your solicitation documents electronically:

NOTE: Once solicitation documents have been submitted, in order to retract the documents, an email from your company must be sent to the address listed under that solicitation on the City’s website. Retractions can only be made on open solicitations. 

BRIEF DESCRIPTION: The City of Clearwater (City) administers a defined benefit pension plan that requires annual actuarial services for both funding and financial reporting purposes, in compliance with Governmental Accounting Standards Board (GASB) and State of Florida reporting requirements. Additionally, the City has other post-employment benefits (OPEB) that require actuarial services and similar compliance with GASB and State of Florida reporting requirements, as applicable. The City also requires related services to include the preparation of annual employee benefit statements and other actuarial services and advice on a project or fee per-hour basis as-needed. 

SOLICITATION DOCUMENTS:

4721_Actuarial-and-Related.pdf(PDF, 263KB)

4721_Addendum1_082621_REVI.pdf(PDF, 119KB)

* NOTE: Addendum 1_08.26.21 was replaced with Addendum 1_08.26.21_REVISED to provide clarification to Answer to Question 6.

Exhibit-A_Clearwater-Emplo.pdf(PDF, 504KB)

Exhibit-B_GASB-75-OPEB-Rol.pdf(PDF, 242KB)

Exhibit-C_GASB-75-OPEB-Rep.pdf(PDF, 515KB)

Exhibit-D_Clearwater-Emplo.pdf(PDF, 839KB)

Exhibit-E_Employee-Benefit.pdf(PDF, 263KB)

RESPONSE LISTING: RFP-4721-Response-Listing.pdf(PDF, 4KB)

INTENT TO AWARD: RFP-4721_NOTICE_OF_INTENT_.pdf(PDF, 122KB)