Lower Gwynedd Township Actuarial & Administrative Services RFP 2026
Town of Lower GwyneddCity · Spring House, PA- Due
- Jul 15, 2026
- Deadline passed
- Posted
- Jun 15, 2026
- Primary contact
- Melinda Haldeman
The 30-second brief
Lower Gwynedd Township is seeking a firm to provide actuarial and administrative services for its uniformed and non-uniformed pension plans and OPEB trust. Proposals are due by July 15, 2026, via email to the Finance Director.
Actuarial valuation reports, Minimum municipal obligation (MMO) determinations, GASB financial statements, Annual benefit statements, Pension-related forms (Act 205 and AG 385)
Overall merits, cost, quality, overall value
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Summary
Lower Gwynedd Township is seeking a firm to provide actuarial and administrative services for its uniformed and non-uniformed pension plans and OPEB trust. Proposals are due by July 15, 2026, via email to the Finance Director.
EVALUATION CRITERIA
4- Overall merits
- Cost
- Quality
- Overall value
REQUIRED DELIVERABLES
5- Actuarial valuation reports
- Minimum municipal obligation (MMO) determinations
- GASB financial statements
- Annual benefit statements
- Pension-related forms (Act 205 and AG 385)
REQUIRED ATTACHMENTS
8- Transmittal Letter
- Proposal
- Professional credentials (EA License)
- Municipal references
- Samples of bi-annual valuation and member benefit statements
- Insurance certificates
- Act 44 disclosure
- Fee information
REQUIRED STAFFING
pension actuaries
- Submit to
- [email protected]
- Scope location
- Lower Gwynedd Township, PA
- Reported agency
- Lower Gwynedd Township
Questions about this RFP
How do I respond to this RFP from Town of Lower Gwynedd?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 15, 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 Melinda Haldeman.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Lower Gwynedd in PA, 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 Melinda Haldeman. 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: pension actuaries. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Actuarial valuation reports, Minimum municipal obligation (MMO) determinations, GASB financial statements, Annual benefit statements, Pension-related forms (Act 205 and AG 385). Proposals should clearly address how each deliverable will be met.
Show 4 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Overall merits, cost, quality, overall value" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Lower Gwynedd?
All active and historical solicitations from Town of Lower Gwynedd are tracked and searchable. As a city agency, Town of Lower Gwynedd regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: Transmittal Letter, Proposal, professional credentials (EA License), municipal references, samples of bi-annual valuation and member benefit statements, insurance certificates, Act 44 disclosure, fee. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Town of Lower Gwynedd for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Lower Gwynedd Township, PA. Review the full solicitation for detailed scope requirements.