OFFICE OF THE AUDITOR GENERAL, WILLIAM G. HOLLAND
SPRINGFIELD OFFICE: ILES PARK PLAZA, 740 EAST ASH • 62703-3154
PHONE: 217/782-6046 FAX: 217/785-8222 TTY: 888/261-2887
CHICAGO OFFICE: MICHAEL A. BILANDIC BLDG. • SUITE S-900, 160 NORTH LASALLE • 60601-3103
PHONE: 312/814-4000 FAX: 312/814-4006
NOTICE OF INTENT TO ISSUE REQUEST FOR PROPOSALS
(See Web Site @ www.auditor.illinois.gov)
DATE: June 3, 2010
TO: Potential Contractors
FROM: William G. Holland, Auditor General
SUBJECT: Actuarial Services - RFP 10-P-1
The Illinois Auditor General’s Office is soliciting proposals from qualified firms to provide actuarial services. The Auditor General has certain responsibilities to annually review information submitted by the Board of Trustees of the Retirement Plan for Chicago Transit Authority Employees and the Board of Trustees of the CTA’s Retiree Health Care Trust. The Auditor General is required to determine whether required reports have been provided, whether the reports contain all required information, and whether the assumptions underlying those reports are not unreasonable in the aggregate.
The Office of the Auditor General plans to procure contractual assistance from a vendor with experience in retirement plans, retiree health care plans, and actuarial reviews to review the documentation submitted by the above entities. The contractor will be required to undertake the analysis required by the Illinois Auditing Act and Pension Code and prepare deliverables documenting the work performed and conclusions reached. The contractor’s conclusions will be incorporated into reports prepared by the Auditor General’s Office for submission to the General Assembly, the Regional Transportation Authority, the CTA Retirement Plan, Retiree Health Care Trust, and other entities.
This engagement is identified as
RFP 10-P-1. The anticipated issuance
date of the RFP is June 11, 2010. Proposals will be due in
Firms expressing interest in this engagement will be provided with a copy of the request for proposal (RFP). Please indicate your interest in receiving a copy of this RFP by making a request to the address below, or by fax to 217-785-8222, or by e-mail at the internet address OAG15@mail.state.il.us.
PERFORMANCE AUDIT DIRECTOR
OFFICE OF THE AUDITOR GENERAL
All questions and correspondence should be directed to the Performance Audit Director at the above address, or by e-mail at the internet address shown, or by calling 217/782-6046. Contact with Office of the Auditor General personnel other than the Performance Audit Director regarding this procurement opportunity may be grounds for elimination from the selection process.
The information contained in this Notice is subject to errors, omissions, modifications, withdrawals or cancellation without prior notice. The purpose of this notice is informational only and does not confer any rights to prospective vendors and does not obligate the OAG to engage in any procurement or to purchase any services.