Other Postemployment Benefits (OPEB) Actuarial Services

Agency: City of Dallas
State: Texas
Type of Government: State & Local
  • R - Professional, Administrative and Management Support Services
Posted: Jun 26, 2020
Due: Jul 16, 2020
Solicitation No: BKZ20-00013317
Publication URL: To access bid details, please log in.
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Project: Other Postemployment Benefits (OPEB) Actuarial Services
Ref. #: BKZ20-00013317
Type: CSP
Open Date: Jun 11th 2020, 10:00 AM CDT
Questions Due Date: Jun 25th 2020, 12:00 PM CDT
Close Date: Jul 16th 2020, 2:00 PM CDT
Days Left: 20
Project Description:

The City of Dallas is seeking a qualified firm to provide actuarial services to determine the City’s obligation for Other Postemployment Benefits (OPEB) in compliance with the Governmental Accounting Standards Board (GASB) Statement No. 75 – Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions (GASB 75). The City also seeks consulting services related to its’ OPEB obligation.

Important Events:
Status Event Name Location Description Dates Mandatory
Open Date Online Portal Posting date for the Opportunity Jun 11th 2020, 10:00 AM CDT N/A
Close Date Online Portal Deadline for Submissions Jul 16th 2020, 2:00 PM CDT N/A
Pre-Proposal Meeting Skype Pre Proposal meeting for BKZ20-00013317-OPEB Actuarial Services Join Skype Meeting Trouble Joining? Try Skype Web App Join by phone Toll number: +1 469-217-7604,,868486980# (Dial-in Number) English (United States) Find a local number Conference ID: 868486980 Forgot your dial-in PIN? |Help Jun 18th 2020, 11:00 AM CDT - Jun 18th 2020, 12:00 PM CDT No
Questions Due Date Online Portal Deadline to submit Questions Jun 25th 2020, 12:00 PM CDT N/A
Commodity Codes:
NIGP 918 Consulting Services
NIGP 946 Financial Services
NIGP 91804 Accounting/Auditing/Budget Consulting
NIGP 91849 Finance/Economics Consulting
NIGP 94610 Accounting and Billing Services (Including Payroll Services, 3rd Party Reimbursement for Medicare, Medicaid, Private Insurance, etc)
NIGP 94611 Accounting Services (Not Otherwise Classified)
NIGP 94612 Actuarial Services
NIGP 94620 Auditing
NIGP 94649 Financial Services (Not Otherwise Classified)
Supporting Documentation:
File Type Description Date Created Actions
02 - Standard Forms with Insurance No Bonding.pdf Documentation
Standard Forms
Jun 10th 2020, 3:08 PM CDT -
04 - OBD-FRM-623 .xlsx Documentation
Jun 10th 2020, 3:08 PM CDT -
2020 City of Dallas Guide Pre-65 Retiree v06 LR.PDF Documentation
Pre 65 Retiree Guide
Jun 10th 2020, 3:00 PM CDT -
2020 City of Dallas Guide Retiree Post65 v07 (FINAL LR).pdf Documentation
Post 65 Retiree Guide
Jun 10th 2020, 3:01 PM CDT -
active benefits enrollment guide.pdf Documentation
Active Benefit Guide
Jun 10th 2020, 2:59 PM CDT -
Attachment 1-Insurance Requirements.pdf Documentation
Insurance Requirements
Jun 10th 2020, 3:11 PM CDT -
BKZ20-00013317 Addendum 1.doc Addenda
Addendum #1
Jun 26th 2020, 2:40 PM CDT -
BKZ20-00013317 Final Specifications.docx Documentation
Jun 10th 2020, 2:59 PM CDT -
BKZ20-00013317 MWBE List.xlsx Documentation
Jun 10th 2020, 3:06 PM CDT -
BKZ20-00013317 Pre-Bid PrePropsal Attendance Sign In Sheet.xls Documentation
Pre Proposal Meeting Attendance Sheet
Jun 26th 2020, 2:38 PM CDT -
OBD-FRM-622 Pre Bid Proposal Cover Memo.pdf Documentation
MWBE Cover Letter
Jun 10th 2020, 3:09 PM CDT -
OPEB Actuarial Services Pricing Template.xlsx Documentation
Pricing Template
Jun 10th 2020, 3:43 PM CDT -
Pre-Proposal Meeting Presentation.pptx Documentation
Pre Proposal meeting Presentation
Jun 26th 2020, 2:39 PM CDT -
Sample Contract Form Consultant.pdf Documentation
Sample Contract
Jun 10th 2020, 3:06 PM CDT -
September 30, 2019 Actuarial Valuation Report.pdf Documentation
Actuarial Valuation Report
Jun 10th 2020, 3:02 PM CDT -

Note To download files, Log in or Register for a Bonfire Account.

Requested Information:

Listed below are the documents and information needed to complete your submission:

Name Type # Files Requirement
Proposal File Type: PDF (.pdf) Multiple Required
OBD Form 623 File Type: Any (.*) Multiple Required
Standard Forms File Type: PDF (.pdf) Multiple Required
OPEB Pricing Template File Type: Excel (.xls, .xlsx) 1 Required
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only as a convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.