newMerced Co.ACTUARIAL AUDIT rev JULY 2009 4

MERCED COUNTY EMPLOYEES RETIREMENT ASSOCIATION REQUEST FOR PROPOSAL ACTUARIAL AUDIT SERVICES July 1, 2009 MERCED COUNTY EMPLOYEES RETIREMENT ASSOCIATION REQUEST FOR PROPOSAL ACTUARIAL AUDIT SERVICES TABLE OF CONTENTS SECTION ONE - GENERAL INFORMATION Page 1.1 INTRODUCTION 4 1.2 CALENDAR OF EVENTS 4 1.3 PROPOSAL SUBMISSION 4 1.4 CONTRACT PRICING 5 1.5 MODIFICATION OR WITHDRAWAL OF OFFERS 5 1.6 CONFIDENTIALITY 5 1.7 RFP RESPONSE COSTS 6 1.8 TAXES 6 1.9 DISCUSSION FORMAT 6 1.10 DISCLOSURE 7 SECTION TWO - PROPOSAL PROCEDURES 7 2.1 CONTACTS 7 2.2 RFP INQUIRES 7 2.3 ADDITIONAL INFORMATION REQUESTS 8 2.4 RESPONDENT SITE VISITS 8 2.5 AWARDING OF CONTRACT 8 SECTION THREE – ENTITY DESCRIPTION 8 3.1 BACKGROUND INFORMATION 8 3.2 PLAN INFORMATION AND BENEFIT PROVISIONS 9 3.3 RESERVES 11 3.4 ACTURIAL INFORMATION 12 SECTION FOUR - LENGTH OF CONTRACT 13 SECTION FIVE - MINIMUM REQUIREMENTS 14 SECTION SIX- PROPOSAL PREPARATION INSTRUCTIONS 14 6.1 GENERAL 14 6.2 PROPOSAL COVER LETTER 15 6.3 PROPOSAL 15 SECTION SEVEN- EVALUATION PROCEDURES 17 2 MERCED COUNTY EMPLOYEES RETIREMENT ASSOCIATION REQUEST FOR PROPOSAL ACTUARIAL AUDIT SERVICES EXHIBIT A: SCOPE OF SERVICES 19 EXHIBIT B: QUESTIONNAIRE 21 ATTACHMENT 1: ANNUAL REPORTS 26 ATTACHMENT 2: RESPONDENT GUARANTEES 27 ATTACHMENT 3: RESPONDENT WARRANTIES 28 ATTACHMENT 4 ...