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Actuarial and Related Services

Active
52-26State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The City of Clearwater, Florida, is seeking qualified actuarial consulting firms to provide comprehensive actuarial services for its Employees’ Pension Plan and Other Post-Employment Benefits program. This solicitation requires firms to deliver annual valuations, assist with financial reporting, ensure regulatory compliance, and offer ongoing consulting support related to both pension and OPEB obligations. The services are critical to maintaining the financial integrity and legal standing of the City’s employee benefit programs and must adhere to applicable accounting and pension standards. Proposals must be submitted by August 27, 2026, and are being managed by the City’s Finance Department under solicitation number 52-26, which was posted on July 28, 2026. All work is to be performed in Florida, and responses should be directed to Kelly Rogers, Procurement Analyst II, and Lori Vogel, Procurement Manager, through the provided contact information. There is no set-aside classification specified, and while no NAICS code is listed, the scope clearly targets specialized actuarial firms with demonstrated experience in public sector employee benefit planning and compliance.

General Info

Clearwater, FL seeks actuarial firm for pension and OPEB services with annual valuations and compliance support by August 27, 2026.

Agency

Florida → FinanceView Agency

NAICS

N/A

Place of Performance

FL, USA

Set-Aside

NONE

Documents

(6)

City of Clearwater GASB 75 OPEB Actuarial Valuation Report FYE 9-30-2024

PDF•actuarial-report

City of Clearwater Employees' Pension Plan GASB 67-68 Report FYE 9-30-2025

PDF•financial-report

City of Clearwater Employees' Pension Plan Actuarial Valuation Report 1-1-2026

PDF•actuarial-valuation-report

RFP 52-26 Actuarial and Related Services for City of Clearwater

PDF•rfp

City of Clearwater Employees Pension Plan Benefit Statement for Alyssa A Gagliardi

PDF•employee-benefit-statement

City of Clearwater GASB 75 OPEB Roll-Forward Report FYE 9-30-2025

PDF•other

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyFlorida → Finance
Contacts2 people available
OfficeClearwater, FL, 33756, US
Organization / Agency
Florida → Finance
View Agency Profile
Office AddressClearwater, FL, 33756, US
Contacts
Kelly RogersProcurement Analyst II
contact@example.gov
+1 (555) 000-0000
Lori VogelProcurement Manager
contact@example.gov
+1 (555) 000-0000

Interested Companies (5)

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McGriff Insurance Services
St. Petersburg, FL
Bayzo Homes
tampa, FL
Foster & Foster Consulting Actuaries
Fort Myers, FL

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Full Description

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The City of Clearwater is soliciting proposals from qualified actuarial consulting firms to provide actuarial and related services for the City's Employees' Pension Plan and Other Post-Employment Benefits (OPEB) program, including annual valuations, financial reporting, regulatory compliance, and related actuarial consulting services.

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