ACTUARIAL CONSULTING SERVICES

Released: October 1, 2026 12:00 AM PDT Questions due (Question Submission Deadline): October 12, 2026 12:00 AM PDT Responses due (RFP Submittal Closing): October 23, 2026 12:00 AM PDT

The County of Orange, County Executive Office - CPO (hereinafter referred to as “County”), is soliciting proposals from qualified firms (hereinafter referred to as “Respondents”) for Prepare an Actuarial Valuation Report of the County of Orange Retiree Medical Plan consistent with Government Accounting Standard Board (GASB) requirements. . Respondents must meet the minimum qualifications and requirements as set forth within the RFP and be capable of providing services identified in the Scope of Work herein.

The proposed schedule below is subject to change. Any changes to the schedule for the RFP process will be issued to all Respondents via addenda on the County's eProcurement Portal.

This is a fully electronic Request for Proposals (RFP). Respondents must submit their proposals online via the County’s online bidding system. Only electronic proposals will be accepted.

Facsimile and e-mail proposals will NOT be allowed. For assistance on uploading proposals via County’s eProcurement Portal, please contact [email on the source notice] or https://help.procurement.opengov.com/en/ .

All questions or requests for interpretations must be received within this solicitation by Monday, October 12, 2026 , before 12:00 am as specified in the solicitation. Respondents are not to contact other County personnel with any questions or clarifications concerning this solicitation. Verbal clarifications or responses will not be considered binding.

The County has a need for an Actuarial Study for Retiree Medical Valuation and Annual Comprehensive Report (ACFR). Additionally, From time to time, County may request CONTRACTOR to engage in Special Services. Special Services are defined as services in addition to those delineated in Task I in the Scope of Work.

All Special Services, except those listed below, shall be requested in writing by the Contract Administrator. Special Services include, but are not limited to, the following: County of Orange Executive Office, Public Finance Actuarial Consulting Services A. B.

Pension 1. Assist the County Executive Office (CEO)/Office of Finance in analyzing information provided by the Orange County Employees Retirement System (OCERS) and OCERS' actuary.

1. When so requested by the Contract Administrator, participate in County meetings relative to pension and benefit issues. 3.

Assist with the study of other retirement issues. 4. Assist in studying possible changes to 1937 Act systems.

1. Assist in studying other retirement systems in comparison to OCERS. 6.

Assist with the study of alternative methods to reduce the County's pension costs and liabilities. Retiree Medical 1.

Assist with the study of alternative methods to reduce the County's Retiree Medical costs and liabilities. 2. Assist the CEO/Human Resource Services (HRS)/Employee Benefits in analyzing retiree healthcare actuarial information provided by the County's health and welfare actuary.

1. Assist with analysis of various negotiation proposals and their impact on Retiree Medical costs and liabilities. 4.

Assist with analysis of other Retiree Medical issues as requested by the County. 5. Assist with analysis of impact to valuation and UAAL if funds were moved to another type trust accounts or another alternative.

UNSPSC codes: 81000000 Engineering and Research and Technology Based Services; 85100000 Comprehensive health services; 85110000 Disease prevention and control; 85120000 Medical practice; 85130000 Medical science research and experimentation; 85140000 Alternative and holistic medicine; 85150000 Food and nutrition services; 85160000 Medical Surgical Equipment Maintenance Refurbishment and Repair Services; 85170000 Death and dying support services; 85210000 Diagnoses of infectious and parasitic diseases-part a; 85260000 Diagnoses of endocrine, nutritional and metabolic diseases; 85270000 Diagnoses of mental and behavioral disorders; 85380000 Diagnoses of certain conditions originating in the perinatal period

Other timeline events: Pre-Evaluation meeting: October 27, 2026 12:00 AM PDT