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Procurement

S15338 VTA-ATU Local 265 Pension Plan Actuarial Services and Spousal Medical Fund and Retiree Dental/Vision Fund Actuarial Services

Carolyn Vargas
1/4/16
2/12/16  5:00 PM
Awarded
*******PLEASE NOTE: ADDENDUM NO. 2 IS MADE AVAILABLE. ****************** VTA seeks proposals from qualified firms to provide actuarial services regarding 1) VTA-ATU Local 265 Pension Plan and 2) Spousal Medical Fund and Retiree Dental/Vision Fund. Proposers may submit proposals on one or both of the services. PLEASE NOTE: There is no Pre Proposal Conference. Questions and/or Clarifications should be submitted in writing no later than January 15, 2016.

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Attachments
File Name
Date/Time
Download
RFP S15338 FINAL.docx1/4/16 4:17 PMSubmit Information Below
08 Plan Document -Section 2.pdf1/20/16 10:15 AMSubmit Information Below
08 Plan Document Section 1.pdf1/20/16 10:15 AMSubmit Information Below
2015 CAFR.pdf1/20/16 10:16 AMSubmit Information Below
2015 GASB 67_68 Report.pdf1/20/16 10:16 AMSubmit Information Below
Actuarial Exp Study 2012.pdf1/20/16 10:16 AMSubmit Information Below
January 2015 Actuarial Valuation for Pension Plan.pdf1/20/16 10:16 AMSubmit Information Below
2 RFP 15338 Addendum 1 ACKNOWLEDGEMENT FORM.docx1/20/16 10:16 AMSubmit Information Below
1 RFPS15338 ADDENDUM 1 Q&A.docx1/20/16 10:16 AMSubmit Information Below
2015 Spousal Medical Fund Actuarial Valuation.pdf1/22/16 2:17 PMSubmit Information Below
2015 Dental and Vision Fund Actuarial Valuation.pdf1/22/16 2:17 PMSubmit Information Below
1 RFPS15338 ADDENDUM 2 FINAL.docx1/29/16 10:32 AMSubmit Information Below
S15338 NRA Local ATU 265 Pension Plan.pdf4/13/16 3:24 PMSubmit Information Below
S15338 NRA Spousal Med Retiree.pdf4/13/16 3:24 PMSubmit Information Below

Interested Vendors
Company
First Name
Last Name
Street Address
City
State
Postal
Code
ACUMEN ACTUARIALDBailey
Aon Risk Insurance Services West, Inc.JulieTheirl425 Market StreetSan FranciscoCA94105
BidOceanLyraAsis
Bryan, Pendleton, Swats & McAllister, LLCMary AnnTill5301 Virginia Way, Suite 400BrentwoodTN37027
Buck ConsultantsDavidDriscoll1801 Century Park EastLos AngelesCA90067
CheironJedTorres1750 Tysons Blvd.McLeanVA22102
Deloitte Consulting LLPSallySmith2868 Prospect Park DriveRancho CordovaCA95670
DELTEKARAARA
Healthcare Actuaries LlcNadinePileggi16519 107th Place NeBothellWa98011
MillimanDarleenJeske15800 BluemoundBrookfieldWI53005
MillimanCaseyMochel
Northern Consulting Actuaries, Inc.Jimvan Iwaarden10 South 5th Street, Suite 840MinneapolisMN55402-1010
Open MindsOpenMinds
Prime VendorBidClerk4622 Cedar AveWilmingtonNC28403
Rael & LetsonJonathanHassen378 vintage park drivefoster citycalifornia94404
Rael & LetsonCathyNieto378 Vintage Park DriveFoster CityCA94404
Risk & Regulatory Consulting, LLCJenniferKelly20 Batterson Park RoadFarmingtonCT06032
Standard & Poor's Capital IQAdamRihner
The Howard E. Nyhart CompanyLuisMurillo530 B Street, Suite 900San DiegoCA92101