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This Solicitation opportunity from Wisconsin was posted on April 21, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Actuarial Valuation Services

Closed
2026-RFP-038-PRState & Local

Contract Overview

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

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NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

5 days ago

DEADLINE

in 26 days

AI Contract Overview

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The County of Dane, Wisconsin, is seeking proposals from qualified actuarial firms to provide services for the valuation of other post-employment benefits (OPEB) in accordance with Government Accounting Standards Board Statement 75. The selected actuary will be responsible for determining the actuarial accrued liability and the annual required contribution biennially, with an interim report required for the years between full valuations. The last full valuation was completed for the year ending December 31, 2024, with an interim report for the year ending December 31, 2025. This ensures the County maintains updated actuarial information necessary for financial reporting and planning. This contract will be managed by the Dane County Department of Administration, Controller's Office, with the Purchasing Division serving as the sole point of contact during the procurement process. Proposals must be submitted by June 2, 2026, and interested firms can direct inquiries to the primary contact, Controller Chuck Hicklin, or secondary contact, Purchasing Officer Hazel Schuster. The scope of work covers actuarial valuation services required for compliance and fiscal management related to OPEB obligations within the County of Dane, Wisconsin.

General Info

Dane County seeks actuarial firm for biennial OPEB valuations, reports, compliance by June 2, 2026.

Place of Performance

WI, USA

Set-Aside

NONE

Documents

6

2026 RFP038 PR - Actuarial Valuation Services

PDF, High priority: read this first35 pages · rfp
High

2026-RFP-038-PR Actuarial Valuation Services

PDF, High priority: read this firstrfp
High

Dane County Board of Health GASB 75 Actuarial Valuation FY2024

PDF, Low priorityother
Low

Dane County Board of Health Interim GASB 75 Valuation FY2025

PDF, Low priorityother
Low

Dane County GASB 75 Actuarial Valuation - FY Ending 12/31/24

PDF, Low priorityother
Low

Dane County Interim GASB 75 Valuation FY 2025

PDF, Low priorityother
Low

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyWisconsin → Administration
Contacts2 people available
OfficeMadison, WI, 53703, USA
Organization / AgencyWisconsin → Administration
Office AddressMadison, WI, 53703, USA
Contacts
Hazel SchusterPurchasing Officer

Interested Companies (8)

Foster & Foster Consulting ActuariesFort Myers, FL
Lewis & EllisPlano, TX
Source ManagementHerndon, WA

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Full Description

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The County of Dane, Wisconsin, (the "County") is inviting proposals for the purpose of selecting an actuary firm to assist the County in the valuation of other post employment benefits (OPEB) as defined in Statement 75 of the Government Accounting Standards Board. (the "Actuary"). The County is required to determine the actuarial accrued liability and the annual required contribution every two years with an interim report required between each biannual valuation. The most recent full valuation was completed for the year ended December 31, 2024 with an interim report completed for the year ended December 31, 2025. The contract resulting from this RFP will be administered by Dane County, Department of Administration, Controller's Office. This Request for Proposal (RFP) is issued on behalf of Dane County by the Purchasing Division, which is the sole point of contact for the County during the procurement process.

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