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OPEB Funding Strategy and Scenario Modeling

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State & Local

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The OPEB Funding Strategy and Scenario Modeling subcontract involves providing specialized financial studies and scenario modeling for prime contractors working on Sacramento Housing and Redevelopment Agency projects. The selected provider will utilize advanced financial modeling software to conduct what-if scenario modeling for benefit changes, alternative funding analyses, and projections regarding trust sufficiency or depletion. Key deliverables include strategic recommendation memos, projection spreadsheets, and detailed special study reports. This opportunity is managed by the Finance agency in California and requires the contractor to hold a qualified actuarial professional designation. Interested parties must submit their responses by October 29, 2026. The contract falls under NAICS code 541611, focusing on administrative and general management consulting services to ensure the long-term financial viability of project funding strategies.

General Info

Actuarial financial modeling and funding strategy services for Sacramento Housing projects by October 2026.

Documents

This scope was carved out of 2611-KP.

The full solicitation package (5 documents), including the RFP, is on the prime solicitation, not on this scope.

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Actuarial Services

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Organization & Contact Information

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AgencyCalifornia → Finance
ContactsNo contacts available
OfficeN/A
Organization / AgencyCalifornia → Finance
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs specialized financial studies and scenario modeling for prime contractors on Sacramento Housing and Redevelopment Agency (SHRA) projects. Conducts what-if scenario modeling for benefit changes, alternative funding analyses, and trust sufficiency or depletion projections. Uses advanced financial modeling software. Requires qualified actuarial professional designation. Delivers special study reports, projection spreadsheets, and strategic recommendation memos.

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