District References Prior GASB Valuation by DFA

St. Helena Unified School District used DFA, LLC to conduct its GASB 75 actuarial valuation of retiree health benefits as of July 1, 2022, providing a baseline for liability comparisons in the 2024 report. The prior engagement is cited to show changes in OPEB obligations over time.

Document date · July 1, 2024

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Scope & details

The full contract record, as filed.

Contract type

PROFESSIONAL_SERVICES

Contract term

Actuarial valuation as of July 1, 2022

Renewal date

2022-07-01

Renewal

DFA, LLC performed the July 1, 2022 actuarial valuation; subsequent valuation services were transitioned to Foster & Foster following its acquisition of DFA as of January 1, 2024.

Document type

Report

Source document

St. Helena Unified School District GASB Statement No. 75 Actuarial Valuation Report 2024-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the professional services contract by Saint Helena Unified?

Dfa Llc was awarded this professional services contract by Saint Helena Unified, as recorded on July 1, 2024.

What type of contract is this?

This is a Professional Services contract, documented as a report record.

Where was this contract approved?

This contract appears in St. Helena Unified School District GASB Statement No. 75 Actuarial Valuation Report 2024-07-01 (Report), dated July 1, 2024 from Saint Helena Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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