When is the submission deadline?

Submissions are due October 23, 2026. Questions must be submitted by October 12, 2026.

What is the budget for this RFP?

The published budget is $175,000.

It was issued by County of Orange. The work is located in Santa Ana, California, United States.

Who is a good fit for this opportunity?

Actuarial consulting firm specializing in public-sector pension and retiree medical plans. Experience preparing actuarial valuations and supporting Annual Comprehensive Financial Reports. Expertise analyzing retiree medical liabilities and cost-reduction strategies. Capacity to provide ongoing hourly, as-needed actuarial advisory services.

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Actuarial Consulting Services

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Overview

Financial, Legal, HR & Staffing

Santa Ana, California, United StatesPosted: October 2, 2026Deadline: October 23, 2026

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SUMMARY

A government authority in Santa Ana seeks actuarial consulting support for retiree medical valuation, ACFR preparation, pension and retiree medical analysis, and strategies to reduce retiree medical costs and liabilities.

KEY REQUIREMENTS

Must have the ability to do business in Orange County, California
Must have completed at least three public agency actuarial valuations of OPEB plans (of at least 1,000 participants) under GASB requirements in the past five years
Actuaries signing the valuation report or ACFR note must hold appropriate professional actuarial credentials and meet U.S. Qualification Standards
Actuaries must have a minimum of five years of experience working on public-sector OPEB valuations
Must provide a valid D-U-N-S number prior to contract award
Must provide a valid UEI number and full registration prior to contract award
Must comply with the California Political Reform Act of 1974
Must be able to provide required insurance coverage as set forth in the Model Contract

BUDGET

Verified

$175,000

CONTRACT DURATION

36 months

TIMELINE

Release of RFP Solicitation: October 1st, 2026

Question Submission Deadline: October 12th, 2026

RFP Submittal Closing: October 23rd, 2026

Pre-Evaluation meeting: October 27th, 2026

Proposal Evaluations: November 6th, 2026

QUESTION DEADLINE

October 12, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

County of Orange

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DESCRIPTION

The government authority in Santa Ana, California is seeking actuarial consulting services related to retiree medical valuation and preparation of its Annual Comprehensive Financial Report (ACFR).

The engagement may also include additional actuarial support for pension and retiree medical matters on an hourly, as-needed basis. The selected provider will assist with evaluating alternative methods to reduce the county's retiree medical costs and liabilities.

All questions regarding the solicitation must be submitted by October 12, 2026. Proposals are due by October 23, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 23, 2026. Questions must be submitted by October 12, 2026.
What is the budget for this RFP?: The published budget is $175,000.
Who issued this RFP?: It was issued by County of Orange. The work is located in Santa Ana, California, United States.
Who is a good fit for this opportunity?: Actuarial consulting firm specializing in public-sector pension and retiree medical plans
Experience preparing actuarial valuations and supporting Annual Comprehensive Financial Reports
Expertise analyzing retiree medical liabilities and cost-reduction strategies
Capacity to provide ongoing hourly, as-needed actuarial advisory services

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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