002 Actuarial Services

Description

Stacy Garrity, Pennsylvania Treasurer REQUEST FOR PROPOSALS FOR Actuarial Services ISSUING OFFICE Pennsylvania Treasury Department Bureau of Support Services Procurement Division Room 3T-A, Finance Building Harrisburg, PA 17120-0018 RFP26-002 DATE OF ISSUANCE Monday, February 9, 2026 1 PA TREASURY RFP26-002 TABLE OF CONTENTS Calendar of Events Part I: General Information Part II: Proposal Requirements Technical Submittal Small Diverse Business Participation Submittal Cost Submittal Part III: Criteria for Selection Part IV: Work Statement Objective Nature and Scope of the Project Contract Requirements Appendix A: Contract Standard Terms and Conditions Appendix B: Removed prior to Issuance Appendix C: Information Security Addendum Appendix D: Proposal Cover Sheet Appendix E: Cost Proposal Form Appendix F: Protest Procedures Appendix G: Pennsylvania 529 Guaranteed Savings Plan Disclosure Statement Appendix H. June 30, 2025, Annual Actuarial Report on the Pennsylvania 529 Guaranteed Savings Plan Fund Appendix I. December 31, 2025, Quarterly Valuation of Actuarial Reserves for the Pennsylvania 529 Guaranteed Savings Plan Appendix J. November 2025 Monthly Valuation of Actuarial Reserves for the Pennsylvania 529 Guaranteed Savings Plan 2 PA TREASURY RFP26-002 CALENDAR OF EVENTS The Pennsylvania Treasury Department intends to follow the following schedule. Modifications may become necessary, however, as the activities described in the schedule take place. Treasury will take reasonable steps to inform interested parties of such modifications, including posting them on the Treasury Website. ACTIVITY RESPONSIBILITY DATE Please monitor the Treasury Procurement website: https://patreasury.gov/procurement for all communications regarding this RFP Potential Offerors Issuing Office Issuance of RFP26-002 posted to website https://patreasury.gov/procurement) Issuing Office Deadline for potential Offerors to submit clarification questions via email to the RFP mailbox: RFP26-002@patreasury.gov Potential Offerors Answers to potential Offerors’ questions submitted by the deadline will be posted to the website. https://patreasury.gov/procurement Issuing Office Proposals must be received by the Issuing Office by 5PM EST.