Actuarial Valuation Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
Agreement term: Effective as of a day in 2026 through May 31st, 2031.
Actuarial valuations as of January 1st, 2026, January 1st, 2028, and January 1st, 2030.
Draft roll forward reports for fiscal years ending June 30th, 2026, June 30th, 2027, June 30th, 2028, June 30th, 2029, and June 30th, 2030, are due within four weeks of the respective fiscal year-ends.
Final reports are due within two weeks following the return of draft reports.
Issuing Agency
Orange County Transportation Authority
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in California is seeking a vendor to provide actuarial valuation services. The selected consultant will be responsible for preparing actuarial valuation draft reports that comprehensively document all work performed, including assumptions, methodologies, analyses, and findings.
The consultant will also complete roll forward reports for the plan and must submit these as draft reports within four weeks following the end of each fiscal year ending June 30, from 2026 through 2030. Additionally, the consultant is expected to deliver oral presentations of final findings and recommendations to management, ensuring clarity and transparency throughout the engagement.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.