County of Orange Actuarial Consulting Services RFP No. 017-3142902-CA (2026)
Orange County, Orange County, CA·County
Track Orange County solicitations
Get alerted when Orange County posts a new RFP, and see the pre-RFP signals months before it publishes.
- Reported Agency
- County of Orange
- Primary Contact
- Carlos Alvarez · (714) 834-7608
- Contract Term
- 3 years
- Duration
- 60 months
- Scope Location
- Santa Ana, CA
- Submission Address
- https://secure.procurenow.com/portal/ocgov
SUMMARY
The County of Orange is seeking qualified firms to provide actuarial services related to the Retiree Medical Valuation and the preparation of the Annual Comprehensive Financial Report (ACFR) consistent with Government Accounting Standard Board (GASB) requirements. The scope includes preparing actuarial study reports, estimating plan liabilities and expenses as of June 30, 2027 and June 30, 2029, tracking UAAL changes, and providing special actuarial services for pension and retiree medical support on an hourly, as-needed basis. The contract duration is three years with an optional two-year renewal, carrying a not-to-exceed amount of $175,000 per year. Proposals are due by October 23, 2026, with question submissions due by October 12, 2026. Submissions must be made electronically via the County's eProcurement Portal.
EVALUATION CRITERIA
Firm’s Background, Qualifications & Experience (35%), Key Personnel/Proposed Staffing (30%), Quality/Effectiveness of Work Plan/Project Approach (25%), Organization/Completeness of Response (5%), Compliance with the County Model Contract (5%), Cost Proposal (100 points maximum)
REQUIRED DELIVERABLES
Retiree Medical Plan Actuarial Study - Per Valuation - Task I.A; ACFR Note - Per Year - Task I.B; Special Services (Pension Actuary Special Services and Retiree Medical Actuary Special Services)
REQUIRED ATTACHMENTS
Model Contract Statement of Compliance, Campaign Contribution Disclosure Form (Levine Act), Non-Collusion Declaration, W-9 or W-8 Form, Proof of DGS Small Business / OCLSB / DVBE Certifications if applicable
REQUIRED STAFFING ROLES
Partner & Vice President, Assistant Vice President, Associate Actuary, Senior Actuarial Analyst, Actuarial Analyst
You're reading this because they made it public. Your competitor read the board minutes that named this project 6–18 months ago. We read those same minutes. Next time, read them first.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from Orange County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 23, 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: https://secure.procurenow.com/portal/ocgov. For questions, contact Carlos Alvarez.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firm’s Background, Qualifications & Experience (35%), Key Personnel/Proposed Staffing (30%), Quality/Effectiveness of Work Plan/Project Approach (25%), Organization/Completeness of Response (5%), Comp..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Orange County?
All active and historical solicitations from Orange County are tracked and searchable. As a county agency, Orange County 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 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of October 23, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Model Contract Statement of Compliance, Campaign Contribution Disclosure Form (Levine Act), Non-Collusion Declaration, W-9 or W-8 Form, Proof of DGS Small Business / OCLSB / DVBE Certifications if app. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Orange County for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Orange County 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 Carlos Alvarez at (714) 834-7608. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Santa Ana, CA. Review the full solicitation for detailed scope requirements.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Partner & Vice President, Assistant Vice President, Associate Actuary, Senior Actuarial Analyst, Actuarial Analyst. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Retiree Medical Plan Actuarial Study - Per Valuation - Task I.A; ACFR Note - Per Year - Task I.B; Special Services (Pension Actuary Special Services and Retiree Medical Actuary Special Services). Proposals should clearly address how each deliverable will be met.
Bring us your territory.
We'll show you what is forming.
B2G and SLED sales intelligence. Surface government procurement signals from 100,000+ state, local, and education agencies months before the RFP.