Other Post Employee Benefits (OPEB) Actuarial Services 
  
    
      
  
    S20193 -   Other Post Employee Benefits (OPEB) Actuarial Services 
   
  
    
      
            
  
      
            Request for Proposals (RFP)
      
    
  
    
  
 
    Due Date: 
                      12/11/2020 - 4:00 PM 
                 
     
    
      
  
  
    NAICS Code: 
          
                      524298 - All Other Insurance Related Activities
                        525110 - Pension Funds
                        541612 - Human Resources Consulting Services
                     
       
   
    Important Dates 
      
  
    Release Date: 
                      11/09/2020 - 3:59 PM 
                 
  
    Due Date: 
                      12/11/2020 - 4:00 PM 
                 
   
  
    Overview: 
                      New Vendor Portal Launched Dec 1 
VTA has transitioned to a new user-friendly and efficient e-procurement portal hosted by ProcureNow. 
New vendors should set up their accounts in the new system.  All previously Registered Vendors have been invited to activate their accounts.
See RFP S20193 updates via new ProcureNow at: https://secure.procurenow.com/portal/vta/projects/6215 
  
VTA seeks Proposals from qualified firms to provide Other Post Employee Benefits (OPEB) Actuarial Services (“Services”). Parties interested in obtaining a copy of this Request for Proposals may do so by accessing VTA website at www.VTA.org. All parties are asked to register so they may automatically be notified of any changes to the RFP.  
Questions are due on Wednesday, November 18, 2020. 
	Deadline to submit proposal is Friday, December 11, 2020. 
11/25/20: Please see our Q&A attached.  There are no updates/changes to the original RFP S20193 document. 
 
   
 
   
  
      Notes 
    
      
  
    
      
      
          VTA has transitioned to a new user-friendly and efficient e-procurement portal hosted by ProcureNow. 
New vendors should set up their accounts in the new system.  All previously Registered Vendors have been invited to activate their accounts.
See RFP S20193 updates via new ProcureNow at: https://secure.procurenow.com/portal/vta/projects/6215  
12/2/20: See Addendum attached.
 
  
           
 
  
      Addendums 
    
      
  
    
      
      
      
        
      
                                                  Name 
                                                  Date 
                                                  Download 
               
     
    
          
                                                                                        
      RFP S20193 - Addendum 1 
             
                                                                                        12/02/2020 - 10:31 AM           
                                                                                                   
               
       
     
  
           
 
  
      Plan Holders 
    
      
  
    
      
      
      
        
      
                                                  Company
  
    Sort descending
       
 
 Name 
                                                  Street Address City State Zip Code  
     
    
          
                                                                                                   
                                                                                        Source Management           
                                                                                                   
                                                                                                   
                                                                                                   
                                                                                                   
               
          
                                                                                                   
                                                                                        Cody Kraatz           
                                                                                                   
                                                                                                   
                                                                                                   
                                                                                                   
               
          
                                                                                        AgreeYa Solutions, Inc.           
                                                                                        Ajay Kaul           
                                                                                        St #200 605 Coolidge Drive           
                                                                                        Folsom           
                                                                                        California           
                                                                                        95630           
               
          
                                                                                        Aon           
                                                                                        Thomas Paczko           
                                                                                        4 Overlook Point           
                                                                                        Lincolnshire           
                                                                                        Illinois           
                                                                                        60069           
               
          
                                                                                        Bartel Associates, LLC           
                                                                                        Denise  Brown            
                                                                                        411 Borel Ave., Ste. 620           
                                                                                        San Mateo           
                                                                                        California           
                                                                                        94402           
               
          
                                                                                        Best Best & Krieger LLP           
                                                                                        Hayden Momot           
                                                                                        3390 University Avenue, 5th Floor           
                                                                                        Riverside           
                                                                                        California           
                                                                                        92502           
               
          
                                                                                        Business Integra Technology Solutions, Inc.           
                                                                                        Lakshmi Santhana           
                                                                                        6550 Rock Spring Drive, Suite 600           
                                                                                         Bethesda           
                                                                                        Maryland           
                                                                                        20817           
               
          
                                                                                        Cheiron           
                                                                                        Jed Torres           
                                                                                        8300 Greensboro Drive, Suite 800            
                                                                                        McLean           
                                                                                        Virginia           
                                                                                        22102           
               
          
                                                                                        GaMBiT4, LLC           
                                                                                        Roderick Archer           
                                                                                        505 14th Street, Suite 900           
                                                                                        Oakland           
                                                                                                   
                                                                                        94612           
               
          
                                                                                        Jefferson Solutions, Inc.           
                                                                                        Raymond  Cerrone           
                                                                                        14 Brittany Oaks           
                                                                                        Clifton Park           
                                                                                        New York           
                                                                                        12065           
               
          
                                                                                        Job Mobz           
                                                                                        Jimmy Vanlandingham           
                                                                                        1005 Terminal Way Suite 262           
                                                                                        Reno           
                                                                                        Nevada           
                                                                                        89502           
               
          
                                                                                        Keenan & Associates           
                                                                                        Kevin Knopf           
                                                                                        2355 Crenshaw Blvd., Suite 200           
                                                                                        Torrance           
                                                                                        California           
                                                                                        90501           
               
          
                                                                                        Lepton Actuarial & Consulting, LLC           
                                                                                        George Omondi           
                                                                                        PO Box 99           
                                                                                        Tuckahoe           
                                                                                        New York           
                                                                                        10707           
               
          
                                                                                        LEPTON ACTUARIAL AND  CONSULTING           
                                                                                        ARMAND KOMNEK           
                                                                                        16 B Munnereferstrooss           
                                                                                        L-5750 FRISANGE           
                                                                                                   
                                                                                                   
               
          
                                                                                        MacLeod Watts           
                                                                                        Lori Watts           
                                                                                        11300 SE Main Street           
                                                                                        Portland           
                                                                                        Oregon           
                                                                                        97369           
               
          
                                                                                        Mercer Technologies Firm           
                                                                                        Garrett Mercer           
                                                                                                   
                                                                                                   
                                                                                                   
                                                                                                   
               
          
                                                                                        North America Procurement Council Inc., PBC           
                                                                                        Eric Johnson           
                                                                                        PO Box 40445           
                                                                                        Grand Junction           
                                                                                        Colorado           
                                                                                        81504           
               
          
                                                                                        Precision Actuarial Inc.           
                                                                                        Roger Burton           
                                                                                        11750 Atwood Road           
                                                                                        Auburn           
                                                                                        California           
                                                                                        95603           
               
          
                                                                                        Premier Access Insurance Company           
                                                                                        Sales Specialist           
                                                                                        8890 Cal Center Drive           
                                                                                        Sacramento           
                                                                                        California           
                                                                                        95826           
               
          
                                                                                        Prime Venor Inc.           
                                                                                        Kim Jones           
                                                                                        Cedar Avenue           
                                                                                        Wilmington           
                                                                                        North Carolina           
                                                                                        28403           
               
          
                                                                                        Rael & Letson           
                                                                                        Cathy Nieto           
                                                                                        2929  Campus Drive, Suite 150           
                                                                                        San Mateo           
                                                                                        California           
                                                                                        94403           
               
          
                                                                                        RFx Analyst Inc           
                                                                                        Ryan Champion           
                                                                                        34231 Camino Capistrano Suite 207           
                                                                                        Dana Point           
                                                                                        California           
                                                                                        92624           
               
          
                                                                                        Risk & Regulatory Consulting, LLC           
                                                                                        Jennifer Kelly           
                                                                                        20 Batterson Park Road            
                                                                                        Farmington           
                                                                                        Connecticut           
                                                                                        06032           
               
          
                                                                                        Segal           
                                                                                        Herbert Afful           
                                                                                        1800 M Street NW, Ste 900 S           
                                                                                        Washington           
                                                                                        District of Columbia           
                                                                                        20036           
               
          
                                                                                        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