This Solicitation opportunity from Wisconsin was posted on March 18, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Actuarial Audit Services

Closed

LAB-2024-01State & Local

Submission Closed05/14/2024, 12:00:00 AM UTC

Contract Overview

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

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AI Contract Overview

The Wisconsin Legislative Audit Bureau is seeking qualified actuarial firms to conduct comprehensive actuarial audits related to the Wisconsin Retirement System (WRS). The scope includes three main components: first, an independent verification of the assumptions, procedures, and methods used by the consulting actuary for the December 31, 2023, active and retiree actuarial valuations, including replication of calculations and review of a three-year experience study covering 2018-2020. Second, an assessment of the December 31, 2023, valuation and its roll-forward to December 31, 2024, to ensure compliance with GASB Statement Numbers 67 and 68, with reports due in August 2024 and May 2025, respectively. Third, an evaluation of the valuation as of December 31, 2024, and its projection to December 31, 2025, incorporating any assumption changes based on the upcoming experience study for 2021-2023, with related reports scheduled for August 2025 and May 2026. The contract aims to ensure the accuracy and compliance of the WRS’s actuarial valuations and related disclosures, with responses due by May 14, 2024.

General Info

Agency

Wisconsin → Legislative Audit Bureau

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

WI, USA

Set-Aside

NONE

Documents

Attachment D - Management and Professional Personnel Information

sow

High

Independence Certification for Actuarial Audit RFP LAB-2024-01

certification

High

LAB-2024-01 Bidder Required Form for Actuarial Audit Services

bidder-required-form

High

RFP LAB-2024-01 Actuarial Audit Services

rfp

High

Wisconsin Retirement System Actuarial Audit Background

sow

High

Vendor Reference Form for Bid LAB-2024-01

vendor-reference

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedMar 18

Solicitation

Response DeadlineMay 14

Deadline has passed

Submission Closed

05/14/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyWisconsin → Legislative Audit Bureau

Contacts1 person available

OfficeN/A

Organization / Agency

Wisconsin → Legislative Audit Bureau

Office AddressN/A

Contacts

Sharon Conway

contact@example.gov

+1 (555) 000-0000

Full Description

The Audit Bureau is seeking qualified actuarial firm(s) (contractor) to perform actuarial audits that will include three components:
Funding Valuation Component—an independent verification and analysis of the assumptions, procedures, and methods used by the WRS consulting actuary (Gabriel, Roeder, Smith and Company) for the active and retiree lives actuarial valuation of the WRS as of December 31, 2023 (valuation date). These valuations are used to establish contribution rates and determine the post-retirement annuity adjustment. This audit will involve the performance of a full replication of the calculation of the December 31, 2023 active and retired lives actuarial valuation. This component of the audit will also include an independent review of the three-year experience study for the period January 1, 2018, through December 31, 2020. The retired and active lives actuarial valuations, as of December 31, 2023, will be available in March 2024 and June 2024, respectively. The three-year experience study for the period January 1, 2018, through December 31, 2020, is currently available. GASB Statement Numbers 67 and 68 Component for 2024—an independent assessment of the actuarial valuation as of December 31, 2023 (valuation date), and the roll-forward of these calculations to December 31, 2024 (measurement date), by the WRS consulting actuary to meet plan and employer reporting and disclosure requirements under GASB Statement Numbers 67 and 68. This audit will build upon the work completed for the Funding Valuation Component and assess whether the requirements of GASB Statement Numbers 67 and 68 were followed. The report calculating the December 31, 2023 total pension liability is expected to be available in August 2024, and the roll-forward report of the total pension liability to the December 31, 2024 measurement date, is anticipated in May 2025. GASB Statement Numbers 67 and 68 Component for 2025—an independent assessment of the actuarial valuation as of December 31, 2024 (the valuation date), to December 31, 2025 (the measurement date), by the WRS consulting actuary to meet plan and employer reporting and disclosure requirements under GASB Statement Numbers 67 and 68. This audit will build upon the work completed for the Funding Valuation Component and the 2024 GASB Statement Numbers 67 and 68 Component and will consider any assumption changes based upon the next three-year experience study. The three-year experience study for the period January 1, 2021, through December 31, 2023, is anticipated to be approved by the ETF Board in December 2024. The report calculating the December 31, 2024 total pension liability is anticipated to be available in August 2025, and the roll-forward of the December 31, 2024 total pension liability to the December 31, 2025 measurement date is anticipated in May 2026.