City of San Carlos Actuarial Services RFP 2026
City of San CarlosCity · San Carlos, CA- Due
- Mar 13, 2026
- Deadline passed
- Posted
- Feb 24, 2026
- Contract term
- 2 years
- Primary contact
- Paul Harris
- (650) 802-4213
The 30-second brief
The City of San Carlos is soliciting proposals from qualified firms to provide professional actuarial services. The scope includes preparing biennial actuarial valuations for the City's Other Post-Employment Benefits (OPEB) plan in accordance with GASB 75 and the Longevity Recognition Defined Benefit Plan in accordance with GASB 68. Selected vendors will determine Actuarially Determined Contribution (ADC) levels, prepare rollover reports, and provide accounting information for the City's Annual Comprehensive Financial Report. The initial contract term is for two fiscal years, with options for two additional two-year extensions. Proposals are due by email to the Finance Division by March 13, 2026, at 2:00 P.M. Pacific Time.
OPEB actuarial valuation, Longevity plan actuarial valuation, ADC levels, GASB 75 reporting info, GASB 68 reporting info, Rollover reports, CERBT filing info
Scope of Services, Company background/relevant public sector experience, Qualifications of proposed staff, Reporting, Cost effectiveness, References
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Summary
The City of San Carlos is soliciting proposals from qualified firms to provide professional actuarial services.
The scope includes preparing biennial actuarial valuations for the City's Other Post-Employment Benefits (OPEB) plan in accordance with GASB 75 and the Longevity Recognition Defined Benefit Plan in accordance with GASB 68. Selected vendors will determine Actuarially Determined Contribution (ADC) levels, prepare rollover reports, and provide accounting information for the City's Annual Comprehensive Financial Report. The initial contract term is for two fiscal years, with options for two additional two-year extensions. Proposals are due by email to the Finance Division by March 13, 2026, at 2:00 P.M. Pacific Time.
EVALUATION CRITERIA
6- Scope of Services
- Company background/relevant public sector experience
- Qualifications of proposed staff
- Reporting
- Cost effectiveness
- References
REQUIRED DELIVERABLES
7- OPEB actuarial valuation
- Longevity plan actuarial valuation
- ADC levels
- GASB 75 reporting info
- GASB 68 reporting info
- Rollover reports
- CERBT filing info
REQUIRED ATTACHMENTS
4- Letter of Transmittal
- Appendix A: Vendor Summary Sheet
- Appendix B: Certification of Proposal
- Summary of Charges
REQUIRED STAFFING
Principal & Consulting Actuary
- Submit to
- [email protected]
- Scope location
- San Carlos, CA
Questions about this RFP
How do I respond to this RFP from City of San Carlos?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 13, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Paul Harris.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of San Carlos in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Paul Harris at (650) 802-4213. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Principal & Consulting Actuary. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: OPEB actuarial valuation, Longevity plan actuarial valuation, ADC levels, GASB 75 reporting info, GASB 68 reporting info, Rollover reports, CERBT filing info. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Scope of Services, Company background/relevant public sector experience, Qualifications of proposed staff, Reporting, Cost effectiveness, References" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of San Carlos?
All active and historical solicitations from City of San Carlos are tracked and searchable. As a city agency, City of San Carlos regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 2 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Letter of Transmittal, Appendix A: Vendor Summary Sheet, Appendix B: Certification of Proposal, Summary of Charges. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from City of San Carlos for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Carlos, CA. Review the full solicitation for detailed scope requirements.