Actuarial Consultant Services Departmental Master Agreement RFR - 2023-005
Active
BD-23-1052-2000-2000-78450State & LocalResponse Deadline
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
General Info
Agency
Massachusetts → 2000 - FinanceView Agency
NAICS
N/A
Place of Performance
Boston, MA, 02116, USSet-Aside
NONE
Documents
(13)Massachusetts CHIA WTO Intent to Post Notice BD-23-1052-2000-2000-78450
DOCX•presolicitation
AI Summary for Massachusetts CHIA WTO Intent to Post Notice BD-23-1052-2000-2000-78450: This document is an Intent to Post Notice dated 8/15/2022 from the Center for Health Information and Analysis (CHIA) of the Commonwealth of Massachusetts. It announces the upcoming posting of a Bid for a Departmental Master Agreement for Actuarial Consultant Services under COMMBUYS Bid# BD-23-1052-2000-2000-78450 and Agency Document Number RFR 2023-005. The procurement is subject to the World Trade Organization Agreement of Government Procurement (AGP). The notice advises bidders to monitor the site for the complete Bid posting anticipated in mid to late-September 2022 and not to contact the purchaser with questions.
RFR 2023-005 Actuarial Consulting Services
DOCX•rfr
AI Summary for RFR 2023-005 Actuarial Consulting Services: This document is a Request for Response (RFR) issued by the Commonwealth of Massachusetts Center for Health Information and Analysis (CHIA) for Actuarial Consulting Services, identified as RFR #2023-005 and COMMBUYS Bid# BD-23-1052-2000-2000-78450. Originally issued on 11/29/2022 with minor administrative changes on 10/21/2025, it outlines the procurement purpose, background, scope, bidder qualifications, compensation structure, submission instructions, evaluation criteria, and contract terms. The RFR aims to prequalify bidders for a Departmental Master Service Agreement to provide actuarial consulting services for health care related projects, supporting CHIA's mission to improve health care quality and cost containment in Massachusetts. The contract will be available to other eligible Commonwealth Purchasing Entities, with a rolling enrollment process for bid submissions throughout the contract duration.
Massachusetts Substitute Form W-9
PDF•tax-form
AI Summary for Massachusetts Substitute Form W-9: This document is the Massachusetts Substitute Form W-9 used to request the Taxpayer Identification Number (TIN) and certification from individuals or entities. It includes sections for business name, tax classification, exemptions, legal and remittance addresses, and certification under penalties of perjury. The form also references requirements for DUNS and Unique Entity Identifier (SAM) for vendors receiving federal funds. It certifies the correctness of the TIN, backup withholding status, U.S. person status, and FATCA exemption codes. The form is intended for use by Massachusetts state employees and others doing business with the Commonwealth.
Contractor Authorized Signatory Listing for Corporations June 2025
PDF•authorized-signatory-listing
AI Summary for Contractor Authorized Signatory Listing for Corporations June 2025: This document is the Contractor Authorized Signatory Listing form jointly issued by the Office of the Comptroller and the Operational Services Division for Commonwealth Departments. It is used to list individuals authorized to sign contracts and legally binding documents on behalf of corporations, partnerships, trusts, LLCs, and government entities. The form includes instructions on acceptable signature types and privacy guidelines. It certifies that the listed individuals are authorized signatories as of the execution date and requires updates when signatories change. The form must be attached to the record copy of contracts filed with the department.
Business Reference Form 2020
DOCX•business-reference-form
AI Summary for Business Reference Form 2020: This document is a Business Reference Form intended for bidders to provide business references as part of a procurement process. It includes guidelines for submitting references, emphasizing the importance of providing accurate contact information and descriptions of commodities or services provided. The form is designed to verify the bidder's qualifications and abilities through references. It contains fields for bidder information, reference names, contacts, addresses, emails, phone numbers, and descriptions of services or commodities provided. The form is undated but labeled as 2020.
Commonwealth Terms and Conditions 10/25/2019
PDF•terms-and-conditions
AI Summary for Commonwealth Terms and Conditions 10/25/2019: This document titled 'Commonwealth Terms and Conditions' dated 10/25/2019 is issued jointly by the Executive Office for Administration and Finance, the Office of the Comptroller, and the Operational Services Division for use by all Commonwealth of Massachusetts Departments and Contractors. It outlines the standard contractual terms including contract effective dates, payment and compensation rules, payment mechanisms, contract termination or suspension conditions, written notice requirements, confidentiality obligations, record-keeping and inspection rights, assignment restrictions, and subcontracting rules. These terms are incorporated by reference upon execution of the Standard Contract Form and govern performance, deliverables, and contractor obligations under Commonwealth contracts.
Electronic Funds Transfer (EFT) Authorization Agreement - Commonwealth of Massachusetts
PDF•authorization-agreement
AI Summary for Electronic Funds Transfer (EFT) Authorization Agreement - Commonwealth of Massachusetts: This document is the Electronic Funds Transfer (EFT) Authorization Agreement for the Commonwealth of Massachusetts Office of the Comptroller. It is used to enroll, modify, or cancel an EFT agreement with Massachusetts state departments. The form includes sections for account holder information, financial institution details, contact information, and authorization certification. It requires signatures from the account holder and verification from the Commonwealth department. Instructions detail the submission process, required documentation, and verification procedures. The document ensures secure and authorized electronic payments to the specified bank account.
Contractor Authorized Signatory Form Sole Proprietors June 2025
PDF•contractor-authorized-signatory-form
AI Summary for Contractor Authorized Signatory Form Sole Proprietors June 2025: This document is the Commonwealth of Massachusetts Contractor Authorized Signatory Form for individual contractors, sole proprietors, or single member LLCs, dated June 2025. It requires a notarized signature of the authorized person who can sign contracts and legally binding documents on behalf of the contractor. The form includes instructions to avoid attaching personal information and contains sections for contractor legal name, vendor/customer code, signature, signatory's name and title, and notary public acknowledgment. A copy must be attached to the record copy of a contract filed with the department.
Job Classification Ceiling Rate Form for RFR# 2023-005 Actuarial Consultant Services
XLSX•job-classification-ceiling-rate-form
AI Summary for Job Classification Ceiling Rate Form for RFR# 2023-005 Actuarial Consultant Services: This document is a Job Classification / Ceiling Rate Form related to RFR# 2023-005 for Actuarial Consultant Services Master Agreement. It includes instructions to bidders to list potential job classifications or titles with maximum ceiling rates for future hourly rate-based projects. An example list of job classifications such as Principal, Accountant, Actuary, and Manager is provided to guide vendors in submitting their rates. The form is intended to be submitted as part of the bidding process for COMMBUYS Bid# BD-23-1052-2000-2000-78450.
Commonwealth of Massachusetts Standard Contract Form 7.1.25
PDF•contract-document
AI Summary for Commonwealth of Massachusetts Standard Contract Form 7.1.25: This document is the Commonwealth of Massachusetts Standard Contract Form version 7.1.25, jointly issued by the Office of the Comptroller, Executive Office for Administration and Finance, and Operational Services Division. It serves as the default contract form for all Commonwealth Departments unless another form is prescribed. The form includes contractor and Commonwealth information, contract types, terms and conditions, compensation options, prompt payment discounts, contract performance description, supplier diversity program applicability, anticipated start and end dates, and certifications. It incorporates by reference the Standard Contract Form Instructions, Contractor Certifications, and applicable Commonwealth Terms and Conditions. The form emphasizes that any changes to the terms are void unless made by authorized attachments and outlines payment and contract obligation policies.
Standard Contract Form Instructions and Contractor Certifications 11.1.2024
PDF•instructions
AI Summary for Standard Contract Form Instructions and Contractor Certifications 11.1.2024: This document provides detailed instructions and contractor certifications incorporated by reference into an executed Standard Contract Form as of November 1, 2024. It guides the completion of key contract elements including contractor legal name and address, contract manager designation, contact information, vendor codes, department details, and procurement types. The instructions emphasize compliance with legal requirements, proper identification of authorized personnel, and the importance of maintaining current contact information for legal notices. It also outlines different contract types such as new contracts, amendments, emergency contracts, and interim contracts, ensuring proper categorization and processing within the Commonwealth's procurement system.
Prompt Pay Discount Form
PDF•1 page•other
AI Summary for Prompt Pay Discount Form: This document is the Prompt Pay Discount Form from the Office of the Comptroller for contractors/vendors doing business with the Commonwealth. It outlines the requirement for contractors to provide a Prompt Payment Discount (PPD) for early payments unless providing such a discount is unduly burdensome. The form explains the benefits of PPD, the use of Electronic Funds Transfer (EFT), and how discounts should be offered for payment issuance within 10, 15, 20, and/or 30 days. It also includes provisions for hardship waivers and instructions for entering discount percentages. The form requires contractor/vendor identification and authorized signature.
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Timeline
PhaseSolicitation
Posted
Solicitation
Response Deadline
Submission deadline
Response Deadline
Organization & Contact Information
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AgencyMassachusetts → 2000 - Finance
Contacts1 person available
OfficeBoston, MA, 02116, US
Office AddressBoston, MA, 02116, US
Contacts
Lyncy HaPurchaser
Full Description
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Bid / RFR for CHIA's Departmental Master Agreement for Actuarial Consultant Services.