Actuarial Services

S20180 - Actuarial Services

Solicitation ID:
S20180
NAICS Code:
541612 - Human Resources Consulting Services
524298 - All Other Insurance Related Activities

Important Dates

Release Date:
Due Date:

Overview:

Santa Clara Valley Transportation Authority (VTA) is seeking for proposals (each, a “Proposal”) from qualified firms (each, a “Proposer”) to provide the following Actuarial Services (“Services”) for:

  1. Santa Clara Valley Transportation Authority Amalgamated Transit Union (SCVTA-ATU), Local 265 Pension Plan; and/or
  2. Spousal Medical Fund (SMF) and Retiree Dental/Vision Trust Fund (DVF).

Proposer may submit proposal on one or both Services.

  • Deadline to Submit Question(s) - October 14, 2020 at 4:00 PM PT.  
  • Deadline to Submit Proposal - November 6, 2020 at 4:00 PM PT.

 

10/23/20 - Added Questions & Answers

Attachments

Name Date Download

Form 4. Cost Proposal

 10/06/2020 - 10:57 AM

RFP S20180 Actuarial Services

 10/06/2020 - 10:56 AM

Addendums

Name Date Download

RFP S20180 Questions & Answers

 10/23/2020 - 11:32 AM

SCVTA 2020 AVR

 10/23/2020 - 11:27 AM

SCVTA 2020 AVR - ATU Staff Supplement

 10/23/2020 - 11:26 AM

CASCV0TW 2018 SMTF Valuation

 10/23/2020 - 11:25 AM

SCVTA 2020 GASB 67-68 Report

 10/23/2020 - 11:25 AM

CASCV01TW 2018 DVTF Valuation

 10/23/2020 - 11:24 AM

SANCLARP 2017 Experience Study Report

 10/23/2020 - 11:23 AM

Plan Holders

Company Name Street Address City State Zip Code
Source Management
Bartel Associates, LLC Denise Brown 411 Borel Ave., Ste. 620 San Mateo California 94402
Cheiron Jed Torres 8300 Greensboro Drive, Suite 800 McLean Virginia 22102
DVTECK Arturo Garcia 848 Brickell Ave PH5 Miami Florida 33131
Gabriel, Roeder, Smith & Company Supriya Kopf One Towne Square, Suite 800 Southfield Michigan 48076
Integrity Actuarial Group, LLC Sales Staff
Jefferson Solutions, Inc. Raymond Cerrone 14 Brittany Oaks Clifton Park New York 12065
Mercer Technologies Firm Garrett Mercer
Milliman Stacie Shibano 1301 Fifth Avenue, Suite 3800 Seattle Washington 98101
North America Procurement Council Inc., PBC Eric Johnson PO Box 40445 Grand Junction Colorado 81504
Prime Venor Inc. Kim Jones Cedar Avenue Wilmington North Carolina 28403
Rael & Letson Cathy Nieto 2929 Campus Drive, Suite 150 San Mateo California 94403
Ray Morgan Company Clarissa Picone 6920 Santa Teresa Blvd San Jose California 95119
Segal Joyce Lee 180 Howard Street, Suite 1100 San Francisco California 94105
SevenOutsource Steve Walse 113 Barksdale Professional Center Newark DE Newark Delaware 19711-3258
SmartProcure Ron Bjornsson 700 W. Hillsboro Blvd. Suite 4-100 Deerfield Beach Florida 33441
VTA anne baltao 3331 NORTH FIRST STREET SAN JOSE California 95134
VTA Jennifer Mena California