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This Solicitation opportunity from Pennsylvania was posted on July 16, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Pension Actuarial Services

Awarded
25-37State & Local

Contract Overview

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

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NAICS: 524292
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Purchasing Division

POSTED

7 days ago

DEADLINE

in 1 day

AI Contract Overview

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Montgomery County, Pennsylvania, is soliciting proposals under solicitation number 25-37 for qualified actuarial services to support the Employees' Retirement System. The objective is to secure a contractor for a three-year term beginning on or about January 1, 2026, with the potential for extensions. The scope of work includes performing annual actuarial valuations, GASB disclosure reporting, funding requirement estimates, and benefit calculations to ensure the financial sustainability and compliance of the pension system. Proposals must be submitted electronically via the Montgomery County Procurement Portal by August 13, 2025. Submissions are required to include a technical proposal, a cost submittal, and various certifications, including a Public Disclosure Statement and a Trade Secret/Confidential Proprietary Information Notice for any sensitive data. The contract will be governed by the county's standard terms and conditions, with award decisions based on a combination of technical merit, cost, and the responsiveness of the bidder.

General Info

Contract Value

$0

Place of Performance

PA, USA

Set-Aside

NONE

Award Issued Date

Documents

14

6-Exhibit A - Standard Terms and Conditions for Services - Updated 7.30.24

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Appendix A - Submission Forms and Certifications

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Appendix A Submission Forms and Certifications

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Contract for CONTRACT NAME - Montgomery County

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Exhibit A - Standard Terms and Conditions for Services - Updated 7.30.24

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Instructions to Bidders Template - Montgomery County

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Instructions to Bidders Template - Montgomery County

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RFP 25-37 Pension Actuarial Services

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RFP 25-37 Pension Actuarial Services for Montgomery County

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Montgomery County Contract Cover and Signature Page

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Montgomery County Employee Retirement System Member Statement

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Montgomery County Retirement Final Benefit Calculation

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Trade Secret/Confidential Proprietary Information Notice Form

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Trade Secret/Confidential Proprietary Information Notice Form

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Timeline

PhaseAwarded
Posted

Solicitation

Awarded

Contract was awarded

Submission Closed

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Organization & Contact Information

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AgencyPennsylvania → Montgomery County Pa
ContactsNo contacts available
OfficePA, USA
Office AddressPA, USA
ContactsNo contact information available

Full Description

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The Retirement Board of the Employees' Retirement System of The County of Montgomery, Pennsylvania (hereinafter "Board") hereby solicits proposals from qualified Actuarial Services (hereinafter "Contractor") of demonstrated professional competence and experience to perform actuarial services for the System. The ultimate objective of this solicitation will be to enter into a contract for services beginning on or about January 1, 2026

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