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Bid Solicitation: S-16500-00011756

Header Information

Bid Number: S-16500-00011756 Description: RFP SAIF Actuary Review Bid Opening Date: 12/04/2024 01:00:00 PM
Purchaser: David * Matthews Organization: Secretary of State
Department: 16502 - Audits Location: FIAUD - Financial Audits
Fiscal Year: 25 Allow Electronic Quote: Yes
Alternate Id:   Required Date: Available Date :  10/22/2024 10:00:00 AM
Info Contact: David Matthews purchasing.sos@sos.oregon.gov Bid Type: OPEN Informal Bid Flag: No
Purchase Method: Open Market
Pre Bid Conference: No Pre-Bid Conference will be held.
Bulletin Desc: The State of Oregon, acting by and through the Secretary of State's Office, Audits Division (Agency), is issuing this Request for Proposal for an independent actuarial review of the State Accident Insurance Fund (SAIF) for the calendar year ending December 31, 2024. The review will include a report on the reasonableness of SAIF's reserves and the adequacy of surplus. Resulting contract will be for up to 5 years of actuarial reviews of SAIF.
Ship-to Address: Audits Division
255 Capitol St. NE
Suite 180
Salem, OR 97310
US
Email: audits.sos@oregon.gov
Phone: (503) 986-2255
Bill-to Address: Business Services Division - Audits
255 Capitol St NE
Suite 126
Salem, OR 97310
US
Email: accounting.sos@oregon.gov
Phone: (503) 986-2204
Print Format:
File Attachments: SAIF Actuary Review RFP S-16500-00011756~2.pdf
RFP s-16500-00011756 Amendment 1.pdf
Amendment 1 RFPAttE Cost Proposal.xlsx
RFPs-16500-00011756 Amendment 2.pdf
Intent_to_Award_SAIF_Actuary_Review 6-23-25.pdf
RFPAttA Sample Contract for Actuary Review Services~1.docx
RFPAttB~3.docx
RFPAttC~3.docx
RFPAttD~3.docx
RFPAttG~3.docx
Form Attachments:
Required Quote Attachments
Desired Attachment Name Description
Discipline Type: Personal Services
Procurement Method: Competitive Sealed Proposal
Questions:
Question # Print Sequence Required Question Response
1 1.0 Yes Have you attached the 2 required documents from section 4.1.1 proposal and section 4.1.2 additional documentation?                    
Amendments:
Amendment # Amendment Date Amendment Note
1 11/05/2024 05:06:10 PM Amendment 1 modifies the Schedule, Scope of Work, and RFPAttE Cost Proposal. Header 1. Bid Opening Date changed from "11/21/2024 01:00:00 PM" to "12/04/2024 01:00:00 PM". Attachment File Changes: Header 1. File 'RFPAttE Cost Proposal~3.xlsx': File 'RFPAttE Cost Proposal~3.xlsx' deleted . 2. File 'RFP s-16500-00011756 Amendment 1.pdf': File 'RFP s-16500-00011756 Amendment 1.pdf' added . 3. File 'Amendment 1 RFPAttE Cost Proposal.xlsx': File 'Amendment 1 RFPAttE Cost Proposal.xlsx' added .
2 11/18/2024 10:45:04 AM The purpose of amendment 2 is to add TEAMS link for amended Public Opening Date. Attachment File Changes: Header 1. File 'RFPs-16500-00011756 Amendment 2.pdf': File 'RFPs-16500-00011756 Amendment 2.pdf' added .
3 06/23/2025 03:48:15 PM The Agency is issuing a Notice of Intent to Award. Negotiations with the apparent winning proposer have been terminated. As per section 6.4 in the RFP the Agency is commencing negotiations with the next highest-ranking proposer. Attachment File Changes: Header 1. File 'Intent_to_Award_SAIF_Actuary_Review 6-23-25.pdf': File 'Intent_to_Award_SAIF_Actuary_Review 6-23-25.pdf' added .

Item Information

Item # 1:   ( 946  -  12 )   Up to 5 years of actuarial review services supporting the annual SAIF financial audit.
NIGP Code: 946-12
   Actuarial Services and Retirement Planning
Qty Unit Cost UOM Total Discount Amt. Total Cost
5.0   EA - Each    
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Make: Packaging:
 
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