| Bid Number: |
S-45900-00014078
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Description: |
PERS Actuarial Services
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Bid Opening Date: |
07/24/2025 12:00:00 PM
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| Purchaser: |
Jennifer Champie
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Organization: |
Public Employees Retirement System
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| Department: |
45902 - Financial Services
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Location: |
AAS - Actuarial Activities Section
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| Fiscal Year: |
25
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Allow Electronic Quote: |
Yes
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| Alternate Id: |
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Required Date: |
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Available Date
:
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06/09/2025 04:57:41 PM |
| Info Contact: |
Single Point of Contact - Jennifer Champie - jennifer.champie@pers.oregon.gov
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Bid Type: |
OPEN
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Informal Bid Flag: |
No
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| Purchase Method: |
Open Market
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| Pre Bid Conference: |
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| Bulletin Desc: |
Oregon Public Employees Retirement System is issuing this Request For Proposals (RFP) for PERS Actuarial Services related to the Programs that it administers.
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| Ship-to Address: |
Daniel Bacon
11410 SW 68th Pkwy
Tigard, OR 97223
US
Email: PERS-Procurement.Office@pers.state.or.us
Phone: (503) 603-7581
FAX: (503) 598-0561
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Bill-to Address: |
Daniel Bacon
11410 SW 68th Pkwy
Tigard, OR 97223
US
Email: PERS-Procurement.Office@pers.state.or.us
Phone: (503) 603-7581
FAX: (503) 598-0561
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Print Format: |
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File Attachments:
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Intent to Award RFP 45900-00014078 Actuarial Services
RFP S 45900-14078 Addendum 2
RFP S 45900-14078 Notice of Competitive Range
PERS S 45900 00014078 Questions and Responses
PERS S 45900 00014078 Addendum 1
PERS S 45900 00014078 RFP Actuarial Services
PERS S 45900 00014078 Attachment A Sample Contract
PERS S 45900 00014078 Attachment B Disclosure Exemption Affidavit
PERS S 45900 00014078 Attachment C Information Certification
PERS S 45900 00014078 Attachment D Reference Check
PERS S 45900 00014078 Attachment D Reference Check Word Document
PERS S 45900 00014078 Attachment F CDBOP
PERS S 45900 00014078 Attachment E Price Proposal
PERS S 45900 00014078 Attachment G Responsibility Inquiry
PERS S 45900 00014078 Attachment H Statement of Work
PERS S 45900 00014078 Attachment I Work Order
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Form Attachments:
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| Desired Attachment Name |
Description |
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Discipline Type:
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Personal Services
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Procurement Method:
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Competitive Sealed Proposal
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Amendments:
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| Amendment # |
Amendment Date |
Amendment Note |
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1
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06/09/2025 05:06:40 PM
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Item 1 1. Item 1 cancelled. Item 2 1. Item 2 added.
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2
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07/02/2025 04:25:59 PM
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Attachment File Changes: Header 1. File 'PERS S 45900 00014078 Questions and Responses': File 'PERS S 45900 00014078 Questions and Responses' added . 2. File 'PERS S 45900 00014078 Addendum 1': File 'PERS S 45900 00014078 Addendum 1' added . 3. File 'PERS S 45900 00014078 Attachment D Reference Check Word Document': File 'PERS S 45900 00014078 Attachment D Reference Check Word Document' added . 4. File 'PERS S 45900 00014078 RFP Actuarial Services': Order changed from "2" to "3". 5. File 'PERS S 45900 00014078 Attachment A Sample Contract': Order changed from "3" to "4". 6. File 'PERS S 45900 00014078 Attachment B Disclosure Exemption Affidavit': Order changed from "4" to "5". 7. File 'PERS S 45900 00014078 Attachment C Information Certification': Order changed from "5" to "6". 8. File 'PERS S 45900 00014078 Attachment D Reference Check': Order changed from "6" to "7". 9. File 'PERS S 45900 00014078 Attachment E Price Proposal': Order changed from "9" to "10". 10. File 'PERS S 45900 00014078 Attachment F CDBOP': Order changed from "8" to "9". 11. File 'PERS S 45900 00014078 Attachment G Responsibility Inquiry': Order changed from "10" to "11". 12. File 'PERS S 45900 00014078 Attachment H Statement of Work': Order changed from "11" to "12". 13. File 'PERS S 45900 00014078 Attachment I Work Order': Order changed from "12" to "13".
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3
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08/29/2025 05:23:03 PM
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Attachment File Changes: Header 1. File 'RFP S 45900-14078 Notice of Competitive Range ': File 'RFP S 45900-14078 Notice of Competitive Range ' added . 2. File 'RFP S 45900-14078 Addendum 2': File 'RFP S 45900-14078 Addendum 2' added . 3. File 'PERS S 45900 00014078 RFP Actuarial Services': Order changed from "3" to "5". 4. File 'PERS S 45900 00014078 Attachment A Sample Contract': Order changed from "4" to "6". 5. File 'PERS S 45900 00014078 Attachment B Disclosure Exemption Affidavit': Order changed from "5" to "7". 6. File 'PERS S 45900 00014078 Attachment C Information Certification': Order changed from "6" to "8". 7. File 'PERS S 45900 00014078 Attachment D Reference Check': Order changed from "7" to "9". 8. File 'PERS S 45900 00014078 Attachment E Price Proposal': Order changed from "10" to "12". 9. File 'PERS S 45900 00014078 Attachment F CDBOP': Order changed from "9" to "11". 10. File 'PERS S 45900 00014078 Attachment G Responsibility Inquiry': Order changed from "11" to "13". 11. File 'PERS S 45900 00014078 Attachment H Statement of Work': Order changed from "12" to "14". 12. File 'PERS S 45900 00014078 Attachment I Work Order': Order changed from "13" to "15". 13. File 'PERS S 45900 00014078 Questions and Responses': Order changed from "1" to "3". 14. File 'PERS S 45900 00014078 Addendum 1': Order changed from "2" to "4". 15. File 'PERS S 45900 00014078 Attachment D Reference Check Word Document': Order changed from "8" to "10".
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4
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09/23/2025 03:36:15 PM
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Attachment File Changes: Header 1. File 'Intent to Award RFP 45900-00014078 Actuarial Services': File 'Intent to Award RFP 45900-00014078 Actuarial Services' added . 2. File 'PERS S 45900 00014078 RFP Actuarial Services': Order changed from "5" to "6". 3. File 'PERS S 45900 00014078 Attachment A Sample Contract': Order changed from "6" to "7". 4. File 'PERS S 45900 00014078 Attachment B Disclosure Exemption Affidavit': Order changed from "7" to "8". 5. File 'PERS S 45900 00014078 Attachment C Information Certification': Order changed from "8" to "9". 6. File 'PERS S 45900 00014078 Attachment D Reference Check': Order changed from "9" to "10". 7. File 'PERS S 45900 00014078 Attachment E Price Proposal': Order changed from "12" to "13". 8. File 'PERS S 45900 00014078 Attachment F CDBOP': Order changed from "11" to "12". 9. File 'PERS S 45900 00014078 Attachment G Responsibility Inquiry': Order changed from "13" to "14". 10. File 'PERS S 45900 00014078 Attachment H Statement of Work': Order changed from "14" to "15". 11. File 'PERS S 45900 00014078 Attachment I Work Order': Order changed from "15" to "16". 12. File 'PERS S 45900 00014078 Questions and Responses': Order changed from "3" to "4". 13. File 'PERS S 45900 00014078 Addendum 1': Order changed from "4" to "5". 14. File 'PERS S 45900 00014078 Attachment D Reference Check Word Document': Order changed from "10" to "11". 15. File 'RFP S 45900-14078 Notice of Competitive Range ': Order changed from "2" to "3". 16. File 'RFP S 45900-14078 Addendum 2': Order changed from "1" to "2".
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