Attachment 1 - Contract_Fully Executed.pdf — Richmond City Council, May 17, 2022

CITY OF RICHMOND

STANDARD CONTRACT
Department: Finance Project Manager: Delmy Cuellar
Project Manager E-mail: Project Manager Phone No:

[email protected] (510) 620-6790
PR No: Vendor No: 11235 P.O./Contract No: 5641
Description of Services:

Actuarial Valuation services for closed Pension Plans and Post Retirement Medical program.

The parties to this STANDARD CONTRACT do mutually agree and promise as follows:

Parties. The parties to this Contract are the City of Richmond (herein referred to as the "City") and the following named Contractor:

Northern Consulting Actuaries, Inc. DBA Van Iwaarden Assoc.

Company Name:

Street Address: 100 South 5th Street, Suite 1900
City, State, Zip Code: Minneapolis, MN 55402-1010
Contact Person: Mark Schulte
Telephone: (612) 596-5971 Email: [email protected]
Business License No: 40050565 / Expiration Date: August 10, 2021 A California corporation, L limited liability corporation general partnership, limited partnership, individual, L non-profit corporation, —individual dba as [specify:]_
other [specify:]

2. Term. The effective date of this Contract is July 1, 2021 and it terminates June 30, 2022 unless terminated as provided herein.

3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $ 26,000.00 • City shall not pay for services that exceed the Contract Payment Limit unless a contract amendment has been approved by the City Council or City Manager.

Contractor's Obligations. Contractor shall provide those services and carry out that work described in the Service Plan (Exhibit A) which is attached hereto and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

City's Obligations. City shall make to the Contractor those payments described in the Payment Provisions (Exhibit B) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C) which are attached hereto and are incorporated herein by reference.

7. General Conditions. This Contract is subject to the General Conditions (Exhibit D) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. (Note:
other than Public Works contracts, the City will agree to Special Conditions only in unusual circumstances.)

9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F) which are attached hereto and are incorporated herein by reference.

10. Signatures. These signatures attest the parties' Contract hereto:

CITY OF RICHMOND CONTRACTOR:
a municipal
Northern Consulting Actuaries, Inc. DBA Van
Iwaarden Assoc.
(* The Corporation Chairperson of the Board,
President or Vice President should sign below)
Title: By:

I hereby certify that this Contract Title: Present
has been approved by City Council.

Date Signed: 6/21/202/
(* The Corporation Chief Financial Officer,
Secretary or Assistant Secretary should sign below)
Approved as to form:

By:

Title: CFO
Date Signed: 6/21/2021
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation
or nonprofit organization, this Contract (1) must
be signed by (a) the Chairperson of the Board,
President or Vice-President and (b) the
Secretary any Assistant Secretary, the Chief
Financial Officer or any Assistant Treasurer.

LIST OF ATTACHMENTS:

Service Plan Exhibit A BAg FoR B. Brown
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C 6/28/21 General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Standard Contract/EJ/TE 9-26-07
For the Contract between the City of
Richmond and
Northern Consulting Actuaries, Inc. DBA Van
Iwaarden Assoc.

EXHIBIT A

SERVICE PLAN
Finance Director
Contractor shall, to the satisfaction of the _ perform the following services and be compensated as outlined below:
- Discuss administrative draft.of the report with city personnel at city location. An annual meeting or video conference with City staff or the City Council are included. - Present final report at regularly scheduled City Council meeting. Preparation and additional meetings shall be billed at regular hourly rates.
- City valuation report date will be the beginning of the fiscal year in July. Contractor shall continue preparing the City July 1 actuarial valuations. - Conduct initial discussions with the City to develop an in-depth understanding of its post-retirement health care plan in order to learn about data availability, management information system capabilities and to discuss specific issues the City would like to address during the review.
- Submit written data requests to the City (email is acceptable). - Gather and compile data provided by the City and review for reasonableness. Anomalies (if any) should be identified and clarified as appropriate. - Provide City with professional services and dedicated personnel to perform the following:
- Analyze the data to assess any inconsistencies and make recommendations for enhancing data quality
- Prepare actuarial valuation reports every other year for General Pension, Garfield Pension, Police and Fire Pension Plans that follow GASB 67/68 standards, and City OPEB and RPOA OPEB Plans that follow GASB 74/75 standards.
- Prepare the necessary material for the Comprehensive Annual Financial Report (CAFR) to comply with GASB OPEB reporting and disclosure requirements. - Prepare an analysis to determine how establishing a trust or equivalent arrangement would affect the interest rate assumption. Timing considerations of establishing the trust should also be considered.
- Prepare a cash flow analysis (the "pay-as-you-go-cost"). Standard reports include benefit payout projections, broken out by current and future retirees. - Prepare a sensitivity analysis showing the impact of alternative assumptions on the employer's contributions (healthcare trend rates and investment rate assumptions). - Provide strategies for funding and, reducing costs.

For the Contract between the City of
Northern Consulting Actuaries, Inc. DBA Van
Iwaarden Assoc.

EXHIBIT B

PAYMENT PROVISIONS
{PLEASE NOTE THAT THE CITY OF RICHMOND SHALL NOT PAY FOR SERVICES

THAT EXCEED THE CONTRACT PAYMENT LIMIT UNLESS A CONTRACT

AMENDMENT HAS BEEN APPROVED BY THE CITY COUNCIL OR THE CITY MANAGER}

1. Provided Contractor is not in default under this Contract, Contractor shall be compensated as provided below.

2. Any and all payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photo copying, meals and travel etc). Invoices, shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request.

3. Contractor shall submit timely invoices to the following address:

Attention: City of Richmond, Finance Department - Accounts Payable Project Manager: Delmy Cuellar Department: Finance
PO Box 4046
Richmond, CA 94804-0046

4. All invoices that are submitted by Contractor shall be subject to the approval of the City's Project Manager, Delmy Cuellar before payments shall be authorized.

5. The City will pay invoice(s) within 45 days after completion of services to the City's satisfaction. The City shall not pay late fees or interest.

6. A Richmond business license shall be obtained before any payment under this Contract shall be authorized and the business license must be kept current during the term of this Contract for payments to continue to be authorized.

7. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract shall be executed by the City. The insurance coverage must be kept current during the term of this Contract for payments to continue to be authorized.

For the Contract between the City of
Richmond and
Northern Consulting Actuaries, Inc. DBA Van
Iwaarden Assoc.

EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

1. Notices. All notices, demands, statements, or communications provided for by this Contract shall be in writing and may be delivered by deposit in the United States mail, postage prepaid. Notices to the City shall be addressed to the Department Head and (as delineated below in section 1.1) to the project manager responsible for the administration of or the supervision of the scope of work under this Contract. Notices to the Contractor shall be addressed to the party designated by Contractor (as delineated below in section 1.2). Notice shall be deemed delivered (a) upon personal delivery; (b) as of the fifth business day after mailing by United States certified mail, postage prepaid, addressed to the proper party; or (c) as of 12:00 p.m. on the second business day immediately after the day it is deposited with and accepted by Federal Express, or a similar overnight courier service, addressed to the proper party and marked for next business day morning delivery. For the purposes of this Contract, a "business day" means any day Monday through Friday that is not a holiday recognized by the federal government or the State of California.

1.1 CITY hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:

Delmy Cuellar
City of Richmond
450 Civic Center Plaza - Finance Department
Richmond, CA 94804-0046

1.2 CONTRACTOR hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:

Mark Schulte
Northern Consulting Actuaries, Inc. DBA Van Iwaarden Assoc. 100 South 5th Street, Suite 1900
Minneapolis, MN 55402-1010

EXHIBIT D

GENERAL CONDITIONS

1. Independent Contractor. Contractor acknowledges, represents and warrants that Contractor is not a regular or temporary employee, joint venturer or partner of the City, but rather an independent Contractor. This Contract shall not be construed to create an agency, servant, employee, partnership, or joint venture relationship. As an independent Contractor, Contractor shall have no authority to bind City to any obligation or to act as City's agent except as expressly provided herein. Due to the independent Contractor relationship created by this Contract, City shall not withhold state or federal income taxes, the reporting of which shall be Contractor's sole responsibility.

2. Brokers. Contractor acknowledges, represents and warrants that Contractor has not hired, retained or agreed to pay any entity or person any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Contract.

3. City Property. The rights to applicable plans, drawings, reports, calculations, data, specifications, videos, graphics or other materials prepared for or obtained pursuant to this Contract, which, upon request, are to be delivered to City within a reasonable time, shall be deemed assigned to City. If applicable, Contractor shall prepare check prints upon request. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 15 below, indemnify, defend and hold harmless City from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data.

4. Patents, Trademarks, Copyrights and Rights in Data. Contractor shall not publish or transfer any materials, discoveries, developments, concepts, designs, ideas, know how, improvements, inventions and/or original works of authorship resulting from activities supported by this Contract without the express prior written consent of the City Manager. If anything resulting from activities supported by this Contract is patentable, trademarkable, copyrightable or otherwise legally protectable, City reserves the exclusive right to seek such intellectual property rights. Notwithstanding the foregoing, Contractor may, after receiving City's prior written consent, seek patent, trademark, copyright or other intellectual property rights on anything resulting from activities supported by this Contract. However, City reserves, and Contractor irrevocably grants, a nonexclusive, fully paid-up, royalty-free, assumable, perpetual, worldwide license, with the right to transfer, sublicense, practice and exploit said license and the right to make, have made, copy, modify, make derivative works of, use, sell, General Conditions/EJ/TE 01-19-11 1 of 13
import, and otherwise distribute under all applicable intellectual properties without restriction of any kind said license.

Contractor further agrees to assist City, at City's expense, in every proper way to secure the City's rights in any patents, trademarks, copyrights or other intellectual property rights relating thereto, including the disclosure to City of all pertinent information and data with respect thereto. Contractor shall also assist City in the execution of all applications, specifications, oaths, assignments, recordations, and all other instruments which City shall deem necessary in order to apply for, obtain, maintain and transfer such rights, or if not transferable, to waive such rights. Contractor shall further assist City in the execution of all applications, specifications, oaths, assignments, recordations and all other instruments which City shall deem necessary in order to assign and convey to City, and any assigns and nominees the sole and exclusive right, title and interest in and to any patents, trademarks, copyrights or other intellectual property rights relating. thereto. Contractor further agrees that its obligation to execute or cause to be executed, when it is in Contractor's power to do so, any such instruments or papers shall continue during and at all times after the end of Contractor's services and until the expiration of the last such intellectual property right. Contractor hereby irrevocably designates and appoints City, and its duly authorized officers, agents and servants, as its agent and attorney-in-fact, to act for and in its behalf and stead to execute and file any such applications and to do all other lawfully permitted acts to further the application for, prosecution, issuance, maintenance or transfer of letters of patents, copyright and other registrations. This power of attorney is coupled with an interest and shall not be affected by Contractor's subsequent incapacity.

5. Inspection. Contractor's performance, place of business and records pertaining to this Contract are subject to monitoring, inspection, review and audit by authorized representatives of the CITY, the State of California, and the United States Government.

If the project or services set forth in Exhibit A shall be performed on City or other public property, City shall have the right to inspect such work without notice. If such project or services shall not be performed on City or other public property, City shall have the right to inspect such work upon reasonable notice.

6. Services. The project or services set forth in Exhibit A shall be performed to the full satisfaction and approval of City. In the event that the project or services set forth in Exhibit A are also itemized by price, City, in its sole discretion, may, upon notice to Contractor, delete certain items or services set forth in Exhibit A, in which case there shall be a corresponding reduction in the amount of compensation paid to Contractor.

General Conditions/EJ/TE 01-19-11 2 of 13
Contractor shall, at its own cost and expense, furnish all facilities and equipment necessary for Contractor to complete the project or perform the services required herein, unless otherwise provided in Exhibit A.

7. Records. Contractor shall keep and make available for inspection and copying by authorized representatives of the City, the State of California, and the United States Government, the Contractor's regular business records and such additional records pertaining to this Contract as may be required by the City.

Contractor shall retain all documents pertaining to this Contract for a period of five (5) years after this Contract's termination (or for any further period that is required by law) and until all Federal or State audits are complete and exceptions resolved for this contract's funding period. Upon request, CONTRACTOR shall make these records available to authorized representatives of the CITY, the State of California, and the United States Government.

Contractor shall keep full and detailed accounts, maintain records, and exercise such controls as may be necessary for proper financial management under this Contract. The Contractor's accounting and control systems shall be satisfactory to City. Contractor's accounting systems shall conform to generally accepted accounting principles and all records shall provide a breakdown of total costs charged under this Contract, including properly executed payrolls, time records, utility bills, invoices and vouchers. The City shall be afforded prompt access to Contractor's records, books, and Contractor shall preserve such project records for a period of at least five (5 years after the termination of this Contract, or for such longer period as may be required by law.

Contractor shall permit City and its authorized representatives and accountants to inspect, examine and copy Contractor's books, records, accounts, correspondence, instructions, drawings, receipts, subcontracts, purchase orders, vouchers, memoranda and other data relating to the project or services set forth in Exhibit A, and any and all data relevant to this Contract at any reasonable time for the purpose of auditing and verifying statements, invoices, or bills submitted by Contractor pursuant to this Contract and shall provide such assistance as may be reasonably required in the course of such inspection. Contractor shall also allow City access to the record keeping and accounting personnel of Contractor.

City further reserves the right to examine and re-examine said books, records, accounts, and data during the five (5 year period following the termination of this Contract, and Contractor shall in no event dispose of, destroy, alter, or mutilate said books, records, accounts, and data in any manner whatever for five (5 years after the termination of this Contract.

General Conditions/EJ/TE 01-19-11 3 of 13
Pursuant to California Government Code § 10527, the parties to this Contract shall be subject to the examination and audit of representatives of the Auditor General of the State of California for a period of three (3) years after final payment under this Contract. The examination and audit shall be confined to those matters connected with the performance of this Contract including, but not limited to, the cost of administering this Contract.

8. Changes and Extra Work. All changes and/or extra work under this Contract shall be performed and paid for in accordance with the following:

Only the City Council or the City Manager may authorize extra and/or changed work. Contractor expressly recognizes that other City personnel are without authorization to either order extra and/or changed work or waive contract requirements. Failure of Contractor to secure the authorization for such extra and/or changed work shall constitute a waiver of any and all right to adjustment in contract price due to such unauthorized work and Contractor thereafter shall be entitled to no compensation whatsoever for performance of such extra and/or changed work.

If Contractor is of the opinion that any work which Contractor has been directed to perform is beyond the scope of this Contract and constitutes extra work, Contractor shall promptly notify City of the fact. The City shall make a determination as to whether or not such work is, in fact, beyond the scope of this Contract and constitutes extra work. In the event that City determines that such work does constitute extra work, City shall provide extra compensation to Contractor on a fair and equitable basis. A change order or Contract Amendment providing for such compensation for extra work shall be negotiated between City and Contractor and executed by Contractor and the appropriate City official.

In the event City determines that such work does not constitute extra work, Contractor shall not be paid extra compensation above that provided herein and if such determination is made by City staff, said determination may be appealed to the City Council; provided, however, a written appeal must be submitted to the City Manager within five (5) days after the staff's determination is sent to Contractor. Said written appeal shall include a description of each and every ground upon which Contractor challenges the staff's determination.

9. Additional Assistance. If this Contract requires Contractor to prepare plans and specifications, Contractor shall provide assistance as necessary to resolve any questions regarding such plans and specifications that may arise during the period of advertising for bids, and Contractor shall issue General Conditions/EJ/TE 01-19-11 4 of 13
any necessary addenda to the plans and specifications as requested. In the event Contractor is of the opinion that City's requests for addenda and assistance is outside the scope of normal services, the parties shall proceed in accordance with the changes and extra work provisions of Section 8 of these General Conditions.

10. Professional Ability. Contractor acknowledges, represents and warrants that Contractor and its employees are skilled and able to competently provide the services hereunder, and possess all professional licenses, certifications, and approvals necessary to engage in their occupations.

City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Contract. Contractor shall perform in accordance with generally accepted professional practices and standards of Contractor's profession. In the event that City, in its sole discretion, desires the removal of any person employed or retained by Contractor to perform services hereunder, such person shall be removed immediately upon receiving notice from City.

11. Business License. Contractor shall obtain a Richmond Business License before performing any services required under this Contract. The failure to so obtain such license shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.

12. Termination Without Default. Notwithstanding any provision herein to the contrary, City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder, immediately upon written notice to Contractor. Contractor may terminate this Contract at any time in its sole and absolute discretion and without cause upon 30 days' written notice to City. In the event of termination by either party, Contractor shall be compensated for: (1) all authorized work satisfactorily performed prior to the effective date of termination; (2) necessary materials or services of others ordered by Contractor for this Contract, prior to receipt of notice of termination, irrespective of whether such materials or services of others have actually been delivered, provided that Contractor is not able to cancel such orders. Compensation for Contractor in such event shall be determined by City in accordance with the percentage of the project or services completed by Contractor; and all of Contractor's finished or unfinished work product through the time of the City's last payment shall be transferred and assigned to City. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.

General Conditions/EJ/TE 01-19-11 5 of 13

13. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Section 12 of these General Conditions; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.

14. Conflict of Interest. Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §S 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.

15. Indemnification.
(a) If this Contract is a contract for design professional services subject to California Civil Code Section 2782.8(a) and Contractor is a design professional, as defined in California Civil Code Section 2782.8(b)(2), Contractor shall hold harmless, defend and indemnify the City, its officers, agents, employees, and volunteers from and against any and all claims, damages, losses, and expenses including attorneys' fees arising out of, or pertaining to, or relating to the negligence, recklessness, or willful misconduct of the Contractor, except where caused by the active negligence, sole negligence, or willful misconduct of the City. To the fullest extent permitted by law, Contractor shall immediately defend and indemnify the City and its officers, agents, employees, and volunteers from and against any and all liabilities, regardless of nature or type, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, or its employees, agents, or subcontractors.

Liabilities subject to the duties to defend and indemnify include, without limitation, any and all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys' fees; court costs; and costs of alternative dispute resolution. Contractor's obligation to General Conditions/EJ/TE 01-19-11 6 of 13
indemnify applies unless it is finally adjudicated that the liability was caused by the sole active negligence or sole willful misconduct of an indemnified party.
(b) If this Contract is not a contract for design professional services subject to California Civil Code Section 2782.8(a) or Contractor is not a design professional as defined in California Civil Code Section 2782.8(b)(2), Contractor shall indemnify, defend, and hold harmless the City, its officers, agents, employees and volunteers from any and all claims, suits, or actions of every name, kind and description, brought forth on account of injuries to or death of any person or damage to property arising from or connected with the willful misconduct, negligent acts, errors or omissions, ultra-hazardous activities, activities giving rise to strict liability, or defects in design by Contractor or any person directly or indirectly employed by, or acting as, the agent for Contractor in the performance of this Contract, including the concurrent or successive passive negligence of the City, its officers, agents, employees or volunteers.
(c) It is understood that the duty of Contractor to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Contractor shall be obligated to defend, in all legal, equitable, administrative, or special proceedings, with counsel approved by the City, the City and its officers, agents, employees, and volunteers, immediately upon tender to Contractor of the claim in any form or at any stage of an action or proceeding, whether or not liability is established. An allegation or determination that persons other than Contractor are responsible for the claim does not relieve Contractor from its separate and distinct obligation to defend under this Section 15. The obligation to defend extends through final judgment, including exhaustion of any appeals. The defense obligation includes an obligation to provide independent counsel if Contractor asserts that liability is caused in whole, or in part, by the negligence or willful misconduct of an indemnified party. d) The review, acceptance or approval of the Contractor's work or work product by any indemnified party shall not affect, relieve or reduce the Contractor's indemnification or defense obligations. This Section 15 survives completion of the services or the termination of this Contract.

The provisions of this Section 15 are not limited by, and do not affect, the provisions of this Contract relating to insurance.
(e) Acceptance of insurance certificates and endorsements required under this Contract does not relieve Contractor from liability under this Section

15. This Section 15 shall apply whether or not such insurance policies are determined to be applicable to any such damages or claims for damages.

16. Safety. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor shall perform all work hance with hereunder in full compliance with applicable local, state and federal safety requirements including but not limited to Occupational Safety and Health Administration requirements, and shall assume sole and complete General Conditions/EJ/TE 01-19-11 7 of 13
responsibility for the safety of Contractor's employees and any subcontractor's employees. If a death, serious personal injury or substantial property damage occurs in connection with the performance of this Contract, Contractor shall immediately notify the City by telephone.

17. Insurance. Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.

18. Non-Liability of Officials and Employees of the City. No official or employee of the City shall be personally liable for any default or liability under this Contract.

19. Compliance with Laws. Contractor shall comply with all federal, state and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any courts or administrative bodies or tribunals, with respect to this Contract, including without limitation environmental laws, employment discrimination laws and prevailing wage laws. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50, 2.52, 2.56, and 2.60, if applicable.

Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor shall promptly provide to City documents and information verifying its compliance with the Living Wage Ordinance. Also as prescribed in § 2.60.070, Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance.

Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or subcontractor under a contract or subcontract with the City for public work or for goods or for services to refrain from discriminatory employment or subcontracting practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential subcontractor.

Contractor acknowledges that the City's Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City's website at
http://www.ci.richmond.ca.us/workplacepolicies. Contractor agrees to abide by the terms and conditions of said policies.

20. Limitations upon Subcontracting and Assignment. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated General Conditions/EJ/TE 01-19-11 8 of 13
under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.

Contractor acknowledges that the services which Contractor shall provide under this Contract are unique, personal services which, except as otherwise provided herein, Contractor shall not assign or sublet to any other party without the prior written approval of City, which approval may be withheld in City's sole and absolute discretion. In the event that City, in writing, approves any assignment or subletting of this Contract or the retention of subcontractors by Contractor, Contractor shall provide to City upon request copies of each and every subcontract contract prior to the execution thereof by Contractor and subcontractor. Any assignment by Contractor of any or all of its rights under this Contract without first obtaining City's prior written consent shall be a default under this Contract.

The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or joint-venture or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.

21. Integration. This Contract constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes any previous oral or written agreement; provided, however, that correspondence or documents exchanged between Contractor and City may be used to assist in the interpretation of the Exhibits to this Contract.

22. Modifications and Amendments. This Contract may be modified or amended only by a change order or Contract Amendment executed by both parties and approved as to form by the City Attorney.

23. Conflicting Provisions. In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Conditions as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.

24. Non-exclusivity. Notwithstanding any provision herein to the contrary, the services provided by Contractor hereunder shall be non-exclusive, and General Conditions/EJ/TE 01-19-11 9 of 13
City reserves the right to employ other Contractors in connection with the project.

25. Exhibits. All Exhibits hereto are made a part hereof and incorporated herein by reference; provided, however, that any language in Exhibit A which does not pertain to the project description, proposal, scope of services, or method of compensation (as applicable), or any corresponding responsibilities of City, shall be deemed extraneous to, and not a part of, this Contract.

26. Force Majeure. Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.

27. Time of the Essence. Time is of the essence of this Contract. Contractor and City agree that any time period set forth in Exhibit A represents their best estimates with respect to completion dates and both Contractor and City acknowledge that departures from the schedule may occur.

Therefore, both Contractor and City will use reasonable efforts to notify one another of changes to the schedule. Contractor shall not be responsible for performance delays caused by others, or delays beyond Contractor's control, and such delays shall extend the times for performance of Contractor's work.

28. Confidentiality. Contractor agrees to comply with, and to require its employees, agents and partners to comply with, all applicable State or Federal statutes or regulations respecting confidentially, including but not limited to, the identity of persons served under this Contract, their records, or services provided them, and assures that:

All applications and records concerning any individual made or kept by Contractor or any public officer or agency in connection with the administration of or relating to services provided under this Contract will be confidential, and will not be open to examination for any purposes not directly connected with the administration of such service.

No person will publish or disclose or permit or cause to be published or disclosed, any list of persons receiving services, except as may be required in the administration of such service.

General Conditions/EJ/TE 01-19-11 10 of 13

29. Third Parties. Nothing herein shall be interpreted as creating any rights or benefits in any third parties. For purposes hereof, transferees or assignees as permitted under this Contract shall not be considered "third parties."

30. Governing Law. This Contract shall be construed in accordance with the law of the State of California without regard to principles of conflicts of law.

This Contract is made in Contra Costa County, California, and any action relating to this Contract shall be instituted and prosecuted in the courts of Contra Costa County, California.

31. Nonrenewal. Contractor understands and agrees that there is no representation, implication, or understanding that the services provided by Contractor under this Contract will be purchased or renewed by the City under a new contract following expiration or termination of this Contract, and waives all rights or claims to notice or hearing respecting any failure by City to continue the purchase of all or any failure to continue purchase of all or any such services from Contractor.

32. Claims. Any claim by Contractor against City hereunder shall be subject to Government Code §$ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.

33. Interpretation. This Contract shall be interpreted as if drafted by both parties.

34. Warranty. In the event that any product shall be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purposes). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.

35. Severability. In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view General Conditions/EJ/TE 01-19-11 11 of 13
toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.

36. Authority. City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that he or she is duly authorized to enter into and execute this Contract on behalf of Contractor, and shall be personally liable to City if he or she is not duly authorized to enter into and execute this Contract on behalf of Contractor.

37. Waiver. The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach.

Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor's performance, or payments therefore, or any combination of these acts, shall not relieve the Contractor's obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.

38. Possessory Interest. If this Contract results in the Contractor having possession of, claim to or right to the possession of land or improvements, but does not vest ownership of the land or improvements in the same person, or if this Contract results in the placement of taxable improvements on tax exempt land (Revenue and Taxation Code 107), such interest or improvements may represent a possessory interest subject to property tax, and Contractor may be subject to the payment of property taxes levied on such interest.

39. Performance and Final Acceptance.

Contractor represents that it is experienced, qualified, registered, licensed, equipped, organized and financed to perform the services under this Contract.

Contractor shall perform the services under this Contract with that degree of skill and judgment normally exercised by professional firms performing services of a similar nature in the State of California, and shall be responsible for the professional quality, technical accuracy and coordination of the services it performs under this Contract. In addition to the other rights and remedies which City may have, Contractor shall, at its own expense, correct any services which fail to meet the above standard.

General Conditions/EJ/TE 01-19-11 12 of 13
City shall provide Contractor an opportunity to cure errors and omission which may be disclosed during the review of submittals, with no increase in the authorized Contract Payment Limit. Should Contractor fail to make necessary corrections in a timely manner, such corrections shall be made by the City and the cost thereof shall be charged to Contractor.

If warranted, City shall determine, and Contractor may request such determination, that Contractor has satisfactorily completed performance of this Contract. Upon such determination, City shall issue to Contractor a written Notice of Final Acceptance, after which Contractor shall not incur further costs under this Contract. Contractor shall respond to such Notice of Final Acceptance by executing and submitting to City a Release and.

Certificate of Final Payment.

40. Survival. The rights and obligations of the parties which by their nature survive termination or completion of the services covered by this Contract shall remain in full force and effect after termination or completion.

General Conditions/EJ/TE 01-19-11 13 of 13
For the Contract between the City of
Richmond and
Northern Consulting Actuaries, Inc. DBA Var
Iwaarden Assoc.

EXHIBIT E

SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable):

The City of Richmond has the option to extend this contract for up to two (2) additional one-year terms.

See attachment B for Background and project summary for scope of work.

See attachment F Cost information for fee quote per staff member.

Page 3 of 19 ends

B. Background and Project Summary
This section describes our understanding of the City, the work to be done, and the objectives to be accomplished. We have worked closely with the City on your retirement plans for the past 5 years and are very familiar with the them. These include:
• Garfield Pension Plan
• General Pension Plan
Police & Fire Pension Plan
• City Retiree Healthcare Plan
• RPOA Retiree Healthcare Plan
The table below summarizes the RFP Scope of Services and provides answers to how we'll provide the City with professional services and dedicated personnel to perform the requested projects.

What the City is Requesting What We Will Do
Analyze the data to assess any This is part of our standard actuarial inconsistencies and make recommendations valuation and reporting process. We've for enhancing data quality worked with the City's pension and OPEB data for several years and are familiar with
its content and format.

Prepare actuarial valuation reports every All of these GASB 67/68 and GASB 74/75 year for General Pension, Garfield Pension, requirements are part of our standard Police and Fire Pension Plans that follow actuarial valuation and reporting process.

GASB 67/68 standards, and City OPEB and We've demonstrated over the past several RPOA OPEB Plans that follow GASB 74/75 years that our reports for the City contain all standards, to include the following: of the requested information. • Actuarial present value of total
projected benefits. We prepare separate actuarial funding • Actuarial accrued lability reports to determine the Actuarially • Actuarial value of assets Determined Contributions (ADC's) for all of Unfunded actuarial accrued lability the pension plans. Results are expressed as a Normal cost level dollar amount since there is no active • Annual required contributions of the employee payroll for these plans. employer as a level dollar amount
and as a level percentage of covered We have also helped the City prepare payrolls actuarial contribution amounts for the City
• Net pension and OPEB obligation for and RPOA OPEB plans. These results are City disclosure under GASB 67/68 and expressed as a level percent of payroll and 74/75 dollar amount.

Prepare the necessary material for the The City has used our actuarial reports for Comprehensive Annual Financial Report GASB reporting since 2015. All of our GASB (CAFR) to comply with GASB pension and 67/68 and GASB 74/75 reports contain the OPEB reporting and disclosure requirements. necessary information for your CAFR.

VAN WAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 S: 612.596.5999 WWW.VANIWAARDEN.COM

Page 4 of 19 ends

B. Background and Project Summary (continued)
What the City is Requesting What We Will Do
Prepare an analysis to determine how All the City's plans have established trusts. establishing a trust or equivalent We previously worked with the City on arrangement would affect the interest rate establishing a separate trust for the RPOA assumption. Timing considerations of OPEB plan and are glad to provide additional establishing the trust should also be analyses upon request. considered.

Prepare a cash flow analysis (the "pay-as- Our pension and OPEB reports will include a you-go-cost). 30-year projection of paygo benefit payouts for current and future retirees.

Prepare a sensitivity analysis showing the Our pension and OPEB reports all show a 1% impact of alternative assumptions on the increase and decrease in discount rate employer's contributions (healthcare trend (investment return). Plus, our OPEB reports rates and investment rate assumptions). show the effect of a 1% change in healthcare trend rates.

If there is not a trust established, determine All the City's plans have established trusts. the difference in liability based upon the Our GASB and funding reports show the plan investment returns under a diversified liability amounts calculated using the portfolio versus a short term fixed income applicable interest rates: fixed income, portfolio. diversified investment portfolio, or a
combination thereof.

Provide strategies for funding and reducing We're happy to discuss funding and cost costs. reduction strategies upon request.

One option the City should consider is no
longer preparing separate actuarial funding
reports for the Garfield and General pension
plans. These plans are extremely mature and
we believe it's reasonable to switch to the
"paygo" method once trust assets are
depleted. The pension paygo costs may
actually be more stable than the actuarial
contribution rates.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

Page 5 of 19 ends

B. Background and Project Summary (continued)
What the City is Requesting What We Will Do
Discuss administrative draft of the report An annual meeting or videoconference with with City personnel at City location. City staff or the City Council are included in our quote. We are glad to have additional
Present final report at regularly scheduled calls or meetings upon request.

City Council meeting.

Preparation and additional meetings are
billed at our regular hourly rates or for an
agreed upon fixed fee.

City valuation report date will be the We will continue preparing the City's July 1st beginning of the fiscal year in July. actuarial valuations.

Assist City Staff with miscellaneous analyses We're happy to provide additional analyses as needed for various projects. upon request. Special projects we've previously helped the City with include the
Pension Tax Override calculations and
establishment of the RPOA OPEB trust.

The Scope of Services also specifies criteria for the Project Approach. The table below summarizes the requirements and our responses.

What the City is Requesting What We Will Do
Conduct initial discussions with the City to Our initial contract with the City in 2015 develop an in-depth understanding of its included a "kick off" meeting where we met post-retirement health care plan in order to with City staff to better understand your learn about data availability, management plans.
information system capabilities and to
discuss specific issues the City would like to Since there are many new City staff address during the review members working on the pension and OPEB plans now, we would be glad to have a kick-
off videoconference meeting to start the
new contract. This meeting would allow us
to inform new staff members about how the
actuarial valuation process works and
address any questions the City may have.

Submit written data requests to the City Our data request templates have been (email is acceptable) reviewed and used by the City since 2015.

For data security purposes, we also require
all sensitive data be submitted through a
secure file transfer system.

VAN VARDEN 2358E BloFe 8395500612596.399 THE VANIARDENE APOLIS, MIN 55402-1010 f: 612. 596.5999 WWW.VANIWAARDEN.COM

Page 6 of 19 ends

B. Background and Project Summary (continued)
What the City is Requesting What We Will Do
Gather and compile data provided by the City We have worked with the City's pension and and review for reasonableness. Anomalies (if OPEB data for several years and are familiar any) would be identified and clarified as with its details. We will continue our appropriate. reasonableness reviews and anomaly
resolutions as part of the annual valuation
process.

We are also glad to help newer City staff
better understand the data collection
process so that they can maintain consistent
data collection procedures.

These items are all part of our standard actuarial valuation and reporting process. Please see Section C for more details on the methodology
VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS. MN 55402-1010 612 596.5960 toll free: 888.596.5960 f: 612.596.5999 WWW.VANIWAARDEN.COM

Page 17 of 19 ends

F. Cost Information
Our experience and knowledge leadership ensure that you will get superior advice at a reasonable cost. Our proposed fees for the FY2020-21 valuations are summarized in the table below. We also include the estimated FY2021-22 valuation fees so that the City understands what total fees would look like over a full 2-year valuation cycle.

As the City reviews the proposed fees, please consider carefully that they are based on whether "full" or "roll-forward" valuations are required in a particular year.4 Actuarial Deliverable Proposed Fees
FY2020-21 FY2021-22
Retiree Healthcare Plan - City Plan
FY2020-21 GASB 74/75 report (roll forward valuation) $3,500 FY2021-22 GASB 74/75 report (full valuation) $15,000
Retiree Healthcare Plan - RPOA Plan
FY2020-21 GASB 74/75 report (roll forward valuation) 3,000 FY2021-22 GASB 74/75 report (full valuation) 8,000
Garfield Pension Plan
Funding valuation for actuarial contributions (full valuation) 3,000 GASB 67/68 accounting valuation 2,500 2,500
General Pension Plan
Funding valuation for actuarial contributions (full valuation) 4,000 GASB 67/68 accounting valuation 2,500 2,500
Police & Firemen's Pension Fund
Funding valuation for actuarial contributions (full valuation) 5,000 GASB 67/68 accounting valuation 2,500 2,500
Total $26,000 $30,500
Meetings: Our quote includes one complimentary annual meeting or videoconference to review valuation results with City staff and/or City Council.

Budgeting Option: A significant portion of the funding valuation fees for the Garfield and General pension plans could be eliminated if the City accepts our recommendation to stop preparing these reports (see Background and Project Summary section for additional details). 4 "Full" actuarial valuations will cost more than roll-forward valuations because the latter do not require new census data collection, programming, and assumption updates.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 96 f: 612.596.5999 WWW.VANIWAARDEN.COM

Page 18 of 19 ends

F. Cost Information (continued)
Below are tables illustrating the estimated hours and hourly rates expected for the FY2020-21 and FY2021-22 actuarial valuation projects and proposed fees.

FY2020-21 Estimated Hours and Hourly Rates
Staff Hourly Total Cost
Staff Member Direct Cost
Hours Rate (round to near $100)
Gina Ganab ASA, MAAA 25 $305 $ 7,625 $ 7,600
Mark Schulte FSA, EA, MAAA 10 375 3,750 3,700
Emily Erickson 24 195 4,680 4,700
Other actuarial analysts 80 125 10,000 10,000
Total 139 $ 26,000
FY2021-22 Estimated Hours and Hourly Rates
Staff Hourly Total Cost
Staff Member Direct Cost
Hours Rate (round to near $100)
Gina Ganab ASA, MAAA 25 $305 $ 7,625 $ 7,600
Mark Schulte FSA, EA, MAAA 15 375 5,625 5,600
Emily Erickson 195 7,800 7,800
Other actuarial analysts 76 125 9,500 9,500
Total 156 $ 30,500
We highly recommend that the City include a budget in the actuarial contract for additional consulting projects. These might include pension tax override calculations, CaPERS pension cost projections, OPEB plan design analyses, or other projects.

Out-of-scope projects are within the City's control, and they will be billed at our normal hourly rates or as not-to-exceed fees under a contract amendment. Our 2020-21 hourly rates are summarized in the table below.

Actuary Role 2020-21 Hourly Rate
Gina Ganab ASA, MAAA Consulting Actuary $305
Mark Schulte FSA, EA, MAAA Consulting Actuary $375
Emily Erickson Actuarial Manager $195
Other actuarial analysts Actuarial Analysts $95-155
We will notify you if any out-of-scope fees are to apply, and we will be happy to estimate fees for additional projects as requested.

VAN IWARDEN 2565965 8010 Free: 88859659 B2.59659 WANIARDENAPOLIS, MN 55402-1010 WWW.VANIWAARDEN.COM For the Contract between the City of
Richmond and
Northern Consulting Actuaries, Inc. DBA Van
waarden Assoc.

EXHIBIT F

INSURANCE PROVISIONS
During the entire term of this Contract and any extension or modification thereof, the CONTRACTOR shall keep in effect insurance policies meeting the insurance requirements specified in the insurance provisions which are attached hereto and incorporated herein by this reference.
_ Exhibit F
_ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
In all instances where CONTRACTOR or its representatives will provide professional services (architects, engineers, construction management, counselors, medical professionals, hospitals, clinics, attorneys, consultants, accountants, etc.) to the City of Richmond (City), the City requires the following MINIMUM insurance requirements and limits.

CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.

CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery.

CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.

Original, signed certificates and original, separate policy endorsements, naming the City as an additional insured for general liability coverage, as well as a waiver of subrogation for Workers' Compensation insurance, shall be received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy. The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.

Minimum Scope of Insurance - the following forms shall be provided and coverage shall be at least as broad as the following:

1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001), and including coverage for bodily and personal injury, property damage, and products and completed operations (if applicable).

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto).

3. Original and Separate Additional Insured Endorsement for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers' Compensation Insurance as required by the State of California including Employer's Liability coverage.

5. Original and Separate Waiver of Subrogation for Workers' Compensation insurance.

Professional Liability or Errors & Omissions Liability Insurance appropriate to the CONTRACTOR'S profession (if required.)
Required Coverage Minimum Limits
Statutory limits as required by the State of California including $1 million Employers Lapensation and Employers' Liability per accident, per employee for bodily injury or disease.

If CONTRACTOR is self-insured, provide a certificate of Permission to Self- our co mile in contractor ease or leing under and Bet.
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability $2,000,000 per occurrence for bodily injury, personal injury and property damage. If the policy includes a general aggregate, either the general (primary and excess limits gregate shall apply separately to this project, service or location or th combined) ninimum required aggregate limit shall be twice the per occurrenc limit ($4 million aggregate limit).

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.

Type 2 - Page 1 of 3
Revised: September 2011
Exhibit F
Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.

Professional Liability or Errors & _PROJECT COST REQUIRED LIMIT Omissions Liability - 50= $1 million $1 million. p/o.

Required for all professionals $1 million - $5 million $2 million p/o including architects, engineers, Over $5 million. $5 million p/o consultants, construction
management, counselors, medical
rofessionals, hospitals, clinics
ttorneys and accountants, & othe
consultants as may be required by
the City.

Required Policy Conditions
Additional Insured Endorsement Applicable to General Liability coverage.

The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured including bodily injury, deaths and property damage or destruction arising in any respec irectly or indirectly in the performance of this contract ISO form CG 20 10(11/85) or its equivalent is required. If the Contractor is supplying their product or providing a service then the endorsement must not exclude products and completed operations overage. If it does, then CG 20 37 (10/01) is also required AMPLE Endorsements can be found al
http://www.ci.richmond.ca.us/index.aspx?nid=61.

Primary and Noncontributory the contractors insers, ne cos are must he ria overage are s insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.

Waiver of Subrogation Contractor's insurer will provide a Waiver of Subrogation in favor of the City Endorsement Form for Workers' Compensation Insurance during the life of this contract.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61.

Deductibles and Self-Insured Any deductible or self-insured retention must be declared to and approved Retentions by the City. At the option of the City either the insurer shall reduce or related investigations, claims administration and defense expenses.

Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.

A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.

Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverage's and cover those insured in the underlying policies.

Type 2 - Page 2 of 3
Revised: September 2011
Illinois Operations Center
1|235
2702 Ireland Grove Road
Bloomington, IL 61709-0001 •State Farm"
AT2 000328 1200 01 State Farm Fire and Casualty Company CITY OF RICHMOND A stock company with home offices in Bloomington, lllinois 450 CIVIC CENTER PLAZA
RICHMOND CA 94804-1630
Renewal Declarations
Policy number: 93-ED-D044-9 Effective date: January 1, 2021 Policy period: 12 months Expiration date: January 1, 2022 The policy period begins and ends at 12:01 am standard time at the premises location.

OFFICE POLICY
Automatic renewal - If the State Farm® policy period is shown as 12 months, this policy will be renewed automatically subject to the premiums, rules and forms in effect for each succeeding policy period. If this policy is terminated, we will give you and the Mortgagee/Lienholder written notice in compliance with the polioy provisions or as required by law.

NAMED INSURED

NORTHERN CONSULTING ACTUARIES
100 S 5TH ST STE 1900
MINNEAPOLIS MN 55402-1267
ENTITY
Corporation

IMPORTANT MESSAGE(S)
To obtain a copy of your policy, please contact your State Farm Agent.

POLICY PREMIUM
This is not a bill. If an amount is due, then a separate statement will be sent prior to the due date. The premiums) shown below is the 12 months premiums) for the characteristics of the policy as described in this Declarations.

MN Fire Safety Schg: $2.98
Minnesota Firefighters Rellef Surcharge: $2.81 RECEIVED Total Premium: $827.79 CITY OF RICHMOND
Discounts applied:

NOV 2, 0 2020
Business Experience Rating Renewal Discount
Protective Devices Years in Business HUMAN RESOURCES
MANAGEMENT DEPT.

Enclosed Building or Shopping Center
Policy Number: 93-ED-D044.9 Page 1 of 5
Prepared: November 9, 2020 © Copyright, State Farm Mutual Aulomobile Insurance Company, 2008.

CMP Dec 3P MN 1009482200215309020206-05-2020
CMP.4000
001383
Exhibit F
- Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be efore the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to he contract effective date, the Contractor must purchase an extended period coverage for a minimum of five (5) years after completion of contract work.

Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.

CONTRACTOR agrees to defend and indemnify the City of Richmond for any damage resulting to it from failure of either CONTRACTOR or any subcontractor to take out or maintain the required insurance policies. The fact that insurance is obtained by CONTRACTOR, and/or CONTRACTOR's subcontractors, will not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this contract. Damages recoverable by CITY from CONTRACTOR or any third party will not be limited by the amount of the required insurance coverage.

Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin.

The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.

Original insurance certificates and required policy endorsements shall be mailed or delivered to the Designated Project Manager for the City of Richmond.

Insurance certificates and endorsements may be faxed to the Designated Project Manger. However, CONTRACTOR must mail the original certificates and endorsements to Designated Project Manager once faxed.

Continuous Coverage
CONTRACTOR shall maintain the required insurance for the life of the contract, Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City's insurance requirements, the City may take such action as it deems necessary to protect the City's interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.

If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the required coverage, terms and conditions are still in place. Renewal certificates and updated endorsements shall be mailed to the Designated Project Manager.

Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed excep after thirty (30) days' prior written notice has been given to the City Reporting Requirements
ly failure to comply with reporting or other provisions of the policies including breaches of warranties shall n ffect coverage provided to the City, its officers, officials, employees or volunteer Consistent with Public Policy
"he insuring provisions, insofar as they may be judged to be against public policy shall be void and unenforceabl ult they and thus enforceablesary so that the remaining terms and provisions herein may be consistent witt Type 2 - Page 3 of 3
Revised: September 2011
Illinois Operations Center
11235
702 Ireland Grove Roa
loomington, IL 61709-000 & StateFarm
AT2 000328 1200 01 State Farm Fire and Casualty Company CITY OF RICHMOND A stock company with home offices in Bloomington, Illinois 450 CIVIC CENTER PLAZA
RICHMOND CA 94804-1630
Renewal Declarations
Policy number: 93-ED-D044-9 Effective date: January 1, 2021 Policy period: 12 months Expiration date: January 1, 2022 The policy period begins and ends at 12:01 am standard time at the premises location.

NAMED INSURED

NORTHERN CONSULTING ACTUARIES
100 S 5TH ST STE 1900
MINNEAPOLIS MN 55402-1267
ENTITY
Corporation

IMPORTANT MESSAGE(S)
To obtain a copy of your policy, please contact your State Farm Agent.

MN Fire Safety Schg: $2.98
Minnesota Firefighters Relief Surcharge: $2.81 RECEIVED Total Premium: $827.79 CITY OF RICHMOND
Discounts applied: NOV 2 0 2020
Business Experience Rating Renewal Discount
Years in Business HUMAN RESOURCES
Protective Devices MANAGEMENT DEPT.

Enclosed Building or Shopping Center
Policy Number: 93-ED.D044-9 Page 1 of 5
Prepared: November 9, 2020 © Copyright, Slate Farm Mutual Automobile Insurance Company, 200B. 1009482 2002 153090 202 06-05-2020
001983 CMP 1000
& State Farm"

SECTION I - PROPERTY SCHEDULE
Location Location of described premises Limit of Insurance* Limit of Insurance* Seasonal Increase - number Coverage A - Coverage B - Business Business Personal Property Building Personal Property
001 840 LUMBER EXCHANGE BUILDING No Coverage $61,500 25% 10 S 5TH ST
MINNEAPOLIS MN 55402-1012
*As of the effective date of this policy, the Limit of Insurance as shown includes any increase in the limit due to Inflation Coverage.

SECTION I - INFLATION COVERAGE INDEX(ES)
Cov A - Inflation Coverage Index: N/A
Cov B - Consumer Price Index: 259.9

SECTION I - DEDUCTIBLES
BASIC DEDUCTIBLE $500
SPECIAL DEDUCTIBLES:

Employee Dishonesty: $250
Equipment Breakdown: $500
Money and Securities: $250
Other deductibles may apply - refer to policy.

SECTION I - EXTENSIONS OF COVERAGE - LIMIT OF INSURANCE - EACH DESCRIBED PREMISES The coverages and corresponding limits shown below apply separately to each described premises shown in these Declarations, unless indicated by "See schedule". If a coverage does not have a corresponding limit shown below, but has "Included" indicated, refer to that policy provision for an explanation of that coverage.

SECTION I - PROPERTY SCHEDULE
Location Location of described premises Limit of Insurance* Limit of Insurance* Seasonal increase- number Coverage A- Coverage B-Business Business Personal Property Bullding Personal Property
001 840 LUMBER EXCHANGE BUILDING No Coverage $61,500 25% 10 S 5TH ST
MINNEAPOLIS MN 55402-1012
*As of the effective date of this policy, the Limit of Insurance as shown includes any increase in the limit due to Inflation Coverage.

SECTION I - INFLATION COVERAGE INDEXES)
Cov A - Inflation Coverage Index: N/A
Cov B - Consumer Price Index: 259.9

SECTION I - DEDUCTIBLES
BASIC DEDUCTIBLE $500
SPECIAL DEDUCTIBLES:

Employee Dishonesty: $250
Equipment Breakdown: $500
Money and Securities: $250
Other deductibles may apply - refer to policy.

Coverage Limit of Insurance
Accounts Receivable
On Premises $50,000
Off Premises $15,000
Arson Reward $5,000
Back-up of Sewer or Drain $15,000
Collapse Included
Damage to Non-owned Buildings from Theft, Burglary or Robbery Coverage B Limit Debris Removal 25% of covered loss
Equipment Breakdown Included
Fire Department Service Charge $5,000
Fire Extinguisher Systems Recharge Expense $5,000
Forgery or Alteration $10,000
Policy Number: 93-ED-D044-9 Page 2 of 5
Prepared: November 9, 2020 © Copyright, Slate Farm Mutual Aulomobile Insurance Company, 2008 CMP.4000
State Farm®
Coverage Limit of Insurance
Glass Expenses Included
Money Orders and Counterfeit Money $1,000
Money and Securities
On Premises $10,000
Off Premises $5,000
Newiy Acquired Business Personal Properly (applies only if this policy provides Coverage B - Business $100,000 Personal Property)
Newly Acquired or Constructed Buildings (applies only if this policy provides Coverage A - Buildings) $250,000 Ordinance or Law - Equipment Coverage Included
Outdoor Properly $5,000
Personal Effects (applies only to those premises provided Coverage B-Business Personal Property) $5,000 Personal Property Off Premises $15,000
Pollutant Clean Up and Removal $10,000
Preservation of Property 30 days
Property of Others (applies only to those premises provided Coverage B- Business Personal Properly) $2,500 Signs $2,500
Unauthorized Business Card Use $5,000
Valuable Papers and Records
On Premises $50,000
Off Premises $15,000
Water Damage, Other Liquids, Powder or Molten Material Damage Included

SECTION I - EXTENSIONS OF COVERAGE - LIMIT OF INSURANCE - PER POLICY The coverages and corresponding limits shown below are the most we will pay regardless of the number of described premises shown in these Declarations.

Coverage Limit of Insurance
Dependent Properly - Loss of Income $5,000
Employee Dishonesty $10,000
Loss of Income and Extra Expense 12 Months Actual Loss Sustained Utility Interruption - Loss of Income $10,000
Policy Number: 93-ED.D044-9 Page 3 of 5
Prepared: November 9, 2020 © Copyright, State Farm Mutual Aulomobile Insurance Company, 2008 CMP-4000
- 001384
StateFarm'

SECTION II - LOCATION SCHEDULE
Location Location of described premises
number
001 840 LUMBER EXCHANGE BUILDING
10 S 5TH ST
MINNEAPOLIS MN 55402-1012

SECTION II - LIABILITY
Coverage Limit of Insurance
Coverage L - Business Liability Per Occurrence $2,000,000 Coverage M - Medical Expenses $5,000 Any One Person
Damage to Premises Rented to You $300,000
Hired Auto Liability Included in Coverage L
Aggregate Limits Limit of Insurance
Products/Completed Operations Aggregate $4,000,000
General Aggregate $4,000,000
Each paid claim for Liability Coverage reduces the amount of insurance we provide during the applicable annual period. Please refer to Section II - Liability in the Coverage Form and any attached endorsements.

Your policy consists of these Declarations, the BUSINESSOWNERS COVERAGE FORM shown below, and any other forms and endorsements that apply, including those shown below as well as those issued subsequent to the issuance of this policy.

FORMS AND ENDORSEMENTS
553-2795 MN Fire Safety Surcharge
CMP-4100 Businessowners Coverage Form
CMP-4223.1 Amendatory Endorsement (Minnesota)
CMP-4536 Additional Insured - Owners, Lessees or Contractors (Scheduled) CMP-4538 Additional Insured - Designated Premises
CMP-4561.1 Policy Endorsement
CMP-4703.1 Utility Interruption - Loss of Income
CMP-4704.1 • Dependent Property - Loss of Income.

CMP-4705.2 Loss of Income and Extra Expense
CMP-4709 Money and Securities
CMP-4710 Employee Dishonesty
CMP-4746.1 Hired Auto Liability
* CMP-4785.1
Additional Insured - Owners, Lessees or Contractors (Blanket) CMP-4787 Waiver of Transfer of Rights of Recovery Against Others To Us CMP-4788 Additional Insured - Managers or Lessors of Premises CMP-4819.1 Unauthorized Business Card Use
CMP-4899 Back-up of Sewer or Drain
FD-6007 Inland Marine Attaching Declarations
FE-3650 Actual Cash Value Endorsement
* FE-6999.3 Policyholder Disclosure Notice of Terrorism Insurance Coverage *New Form Attached
Policy Number: 93-ED-D044-9 Page 4 of 5
Prepared: November 9, 2020 © Copyright, Stale Farm Mutual Aulomobile Insurance Company, 2008 CMP.4000
& State Farm"

SCHEDULE OF ADDITIONAL INTERESTS)
Interest type: Owners, Lessees, or Contractors (Schedul Endorsement number: CMP-4536
Loan number: N/A

CITY OF RICHMOND
450 Civic Center Plaza
Richmond CA 94804-1630

FULL NAMED INSURED
Named Insured: NORTHERN CONSULTING ACTUARIES DBA VAN IWAARDEN ASSOCIATES This policy is issued by the State Farm Fire and Casually Company.

PARTICIPATING POLICY
You are entitled to participate in a distribution of the earnings of the company as determined by our Board of Directors in accordance with the Company's Articles of Incorporation, as amended.

In Witness Whereof, the State Farm Fire and Casualty Company has caused this policy to be signed by its President and Secretary at Bloomington, Illinois.

Michael Ilipion Lynne M. Yawall
President Secretary
NOTICE TO POLICYHOLDER:

For a comprehensive description of coverage and forms, please refer to your policy.

Policy changes requested before the "Date Prepared", which appear on this notice, are effective on the Renewal Date of this policy unless otherwise indicated by a separate endorsement, binder, or amended declarations. Any coverage forms attached to this notice are also effective on the Renewal Date of this policy.

Policy changes requested after the "Date Prepared" will be sent to you as an amended declarations or as an endorsement to your policy. Billing for any additional premium for such changes will be mailed at a later date.

If, during the past year, you've acquired any valuable property items, made any improvements to insured property, or have any questions about your insurance coverage, contact your State Farm agent.

Please keep this with your policy.

Your coverage amount....

It is up to you to choose the coverage and limits that meet your needs. We recommend that you purchase a coverage limit equal to the estimated replacement cost of your structure. Replacement cost estimates are available from building contractors and replacement cost appraisers, or, your agent can provide an estimate from Xactware, Inc. using information you provide about your structure. State Farm does not guarantee that any estimate will be the actual future cost to rebuild your structure. Higher limits are available at higher premiums. Lower limits are also available, as long as the amount of coverage meets our underwriting requirements. We encourage you to periodically review your coverages and limits with your agent and to notify us of any changes or additions to your structure.

Policy Number: 93-ED-D044-9 Page 5 of 5
Prepared: November 9, 2020 © Copyright, Stale Farm Mutual Aulomobile Insurance Company, 2008 CMP-4000
001385
Illinois Operations Center
02 Ireland Grove Roa
omington, IL 61709-00
StateFarm"
State Farm Fire and Casualty Company
CITY OF RICHMOND A stock company with home offices in Bloomington, Illinois 450 CIVIC CENTER PLAZA
RICHMOND CA 94804-1630
Inland Marine Attaching Declarations
Policy number: 93-ED-D044-9 Effective date: January 1, 2021 Policy period: 12 months Expiration date: January 1, 2022 The policy period begins and ends at 12:01 am standard time at the premises location.

ATTACHING INLAND MARINE
Automatic renewal - If the State Farm® policy period is shown as 12 months, this policy will be renewed automatically subject to the premiums, rules and forms in effect for each succeeding policy period. If this policy is terminated, we will give you and the Mortgagee/Lienholder written notice in compliance with the policy provisions or as required by law.

Annual policy premium: Included
The above premium amount is included in the Policy Premium shown on the Declarations.

FULL NAMED INSURED
Named Insured: NORTHERN CONSÚLTING ACTUARIES DBA VAN IWAARDEN ASSOCIATES Your policy consists of these Declarations, the INLAND MARINE CONDITIONS shown below, and any other forms and endorsements that apply, including those shown below as well as those issued subsequent to the issuance of this policy.

FORMS, OPTIONS AND ENDORSEMENTS
FE-8739 Inland Marine Conditions
FE-8743.1 Inland Marine Computer Property Form
See below for schedule page with limits

ATTACHING INLAND MARINE SCHEDULE PAGE
Endorsement Coverage Limit of insurance Deductible amount Annual premium number
FE-8743.1 Inland Marine Computer Property Form $25,000 $500 Included Loss of Income and Extra Expense $25,000 Included
Other limits and exclusions may apply - refer to your policy. olicy Number: 93-ED-D044. Page 1 of1
repared: November 9, 202 © Copyright, State Farin Mutual Automobile Insurance Company, 2008 CIM At DoG 3P MN 1009481 2001 153089 201 12-04-2018
00190ED-8007
CMP-4536

Page 1 of 1 ends

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES, OR CONTRACTORS (Scheduled) This endorsement modifies insurance provided under the following:

BUSINESSOWNERS COVERAGE FORM

SCHEDULE
Policy Number: 93-ED-D044-9
Named Insured:

NORTHERN CONSULTING ACTUARIES DBA VAN IWAARDEN ASSOCIATES 100 S 5TH ST STE 1900
MINNEAPOLIS MN 55402-1267
Name And Address Of Additional Insured Person Or Organization:

CITY OF RICHMOND ITS OFFICERS, OFFICIALS, EMPLOYEES, AND VOLUNTEERS 450 Civic Center Plaza
Richmond CA 94804-1630

1. SECTION II - WHO IS AN INSURED of SECTION II - b. Products-Completed Operations LIABILITY is amended to include, as an additional "Your work" performed for that additional insured and insured, any person or organization shown in the included in the "products-completed Schedule, but only with respect to liabilly for "bodily operations hazard".
injury", "property damage", or "personal and advertising injury" caused, in whole or in part, by: 2. Any insurance provided to the additional insured shall only apply with respect to a claim made or a "suit" brought for a. Ongoing Operatons
damages for which you are provided coverage.
(1) Your acts or omissions; or 3. Primary Insurance. The insurance afforded the additional (2) The acts or omissions of those acting on your Insured shall be primary insurance. Any insurance oarried behalf; by the additonal insured shall be noncontributory with in the performance of your ongoing operations for respect to coverage provided by you. that additional insured; or All other policy provisions apply.

CMP-4536 154972 03-20.2019
©, Copyright, State Farm Mutual Automobile Insurance Company, 2018 Includes copyrighted materlal of Insurance Services Office, Inc., with its permission. 001387
City of
Richmond

CITY OF RICHMOND FINANCE DEPARTMENT

REQUEST FOR PROPOSALS (RFP)

OTHER POST-EMPLOYMENT BENEFITS ACTUARIAL SERVICES
Today's Date: May 29, 2020
Closing Date and Time: June 19, 2020 (by 4:00 p.m.)
Contact Person: Ofelia Alvarez, Senior Buyer
Phone: 510-620-6699
Email: [email protected]
City of Richmond May-2020
Request for Proposals-Actuarial Services Page 1

1.0 INTRODUCTION

1.1 Proposed Solicitation
The City of Richmond, hereinafter referred to as the "City", is soliciting proposals for ther Post-Employment Benefits (OPEB) and Closed Pension Plans Actuarial Service Qualified firms. hereafter referred to as "vendor(s)", which meet the requirements se forth in this Request for Proposal are encouraged to participate.

1.2 General Information about the City
The City of Richmond is a full-service, chartered city, governed by a Council-Manager form of government. As of May 2020, the City employs approximately 636 full-time and 158 part-time employees. Incorporated in 1909, Richmond has a population of about 111,785. Encompassing approximately 56 square miles, Richmond is situated on a peninsula separating San Francisco Bay (on the south) and San Pablo Bay (to the north) spanning 32 total miles of shoreline. Richmond is located 16 miles northeast of San Francisco, in the Bay Area, in Contra Costa County. The state capitol, Sacramento, California is approximately 90 minutes to the east.

Effective June 30, 2018, the provisions of the Governmental Accounting Standards Board (GASB) Statement NO.75, Accounting and Financial Reporting for Postemployment Benefits Other than Pensions (OPEB) was adopted. The City currently has three closed Pension Plans - General Pension, Garfield Pension and Police & Fire Pension Plan governed by GASB statement 67/68 in which we need actuarial reports every year.

The City manages two separate Plans for OPEB. As of January 17, 2017 the Richmond Police Officers Association OPEB plan was adopted.

The City contributes to the California Public Employees' Retirement System (PERS), an agent multiple-employer public employee defined benefit pension plan that covers substantially all eligible City employees. PERS provides retirement and disability benefits, annual cost-of-living adjustments, and death benefits to plan members and beneficiaries. PERS acts as a common investment and administrative agent for participating public entities within the State of California.

The City established the Secured Pension Override Special Revenue Fund to which proceeds of a special incremental property tax levy voted by the citizens of the City of Richmond are credited for the payment of benefits under the Pension Plans.

City of Richmond May-2020
Request for Proposals-Actuarial Services Page 2
In addition to the pension benefits described, the City provides post-retirement health care benefits, in accordance with City ordinances, to all employees who retire from the City on or after attaining retirement age (50 for policemen and firemen, 55 for all other employees) and who have at least ten years of service. In order to qualify for post- employment medical and Dental benefits, an employee must retire from the City and maintain enrollment in one of the City's eligible health plans.

1.2 General Information about the City (continued)
At June 30, 2019, 564 retirees met those eligibility requirements. The City has funded these benefits on a pay-as-you-go basis and normal cost in some years. During the current fiscal year, expenditures of $4,246, 194 were recognized for post-employment health care benefits.

2.0 INSTRUCTIONS

2.1 Purpose
The purpose of the Request for Proposal (RFP) is to provide interested vendors the necessary information for preparing quotes for Actuarial Services that will meet the City's specific needs.

2.2 Term
The term of the Agreement is one year. The City, may, at its option, extend the Agreement with the same or more limited scope of required services for up to two (2) additional one-year terms. Please note that the extension of the agreement beyond the initial one-year contract will also be contingent upon funding approval by the City Council.

3.0 PROPOSAL FORMAT GUIDELINES
The proposal should be concise, well organized, and demonstrate the proposer's qualifications and experience applicable to the Project. The proposal shall be limited to 20 double-sided pages (8.5 inches x 11 inches), inclusive of graphics, forms, pictures, photographs, dividers, etcetera, but not of cost proposal, resumes, required forms, certifications, front and back covers, or letters of commitment from sub-consultants. The required font size is 12 point, with minimum left and right margins of one-inch, and top and bottom margins of 0.7 inches.

Each proposal will adhere to the following order and content of sections. Proposal should be straightforward, concise and provide "layman" explanations of technical terms that are used. Emphasis should be concentrated on conforming to the RFP instructions, responding to the RFP requirements, and on providing a complete and clear description City of Richmond May-2020
Request for Proposals-Actuarial Services Page 3
of the offer. Proposals, which appear unrealistic in the terms of technical commitments, lack of technical competence or are indicative of tallure to comprehend the complexity and risk of this contract, may be rejected. Ine tollowing proposal sections are to be included in the Vendor's response:

A. Vendor Cover Letter
A cover letter, not to exceed three pages in length, should summarize key elements of the proposal. An individual authorized to bind the company must sign the letter. The letter must stipulate that the proposal price will be valid for a period of at least 180 days. Indicate the address and telephone number of the vendor's office located nearest to Richmond, California and the office from which the project will be managed.

B. Background and Project Summary Section
The Background and Project Summary Section should describe your understanding of the City, the work to be done, and the objectives to be accomplished. Refer to scope of services for this RFP.

C. Methodology Section
Provide a detailed description of the approach and methodology to be used to accomplish the Scope of Services of this RFP. The Methodology Section should include:
1) An implementation plan that describes in detail (i) the methods, including controls by which your firm manages projects of the type sought by this RFP; (i) methodology for soliciting and documenting views of internal and external stakeholders; (iii) and any other project management or implementation strategies or techniques that the respondent intends to employ in carrying out the work.
2) Detailed description of efforts your firm will undertake to achieve client satisfaction and to satisfy the requirements of the "Scope of Services" section.
3) Detailed project schedule, identifying all tasks and deliverables to be performed, durations for each task, and overall time of completion. 4) Detailed description of specific tasks you will require from City staff.

Explain what the respective roles of City staff and your staff would be to complete the tasks specified in the Scope of Services.

D. Staffing
Describe proposed Project team organization, including identification and responsibilities of key personnel. Indicate role and responsibility of prime consultants and all sub-consultants. If applicable, indicate how local firms are being utilized to ensure a strong understanding of state and local laws, ordinances, regulations, policies, requirements, and permitting. Indicate the extent of the commitment of key personnel for the duration of the Project and City of Richmond May-2020
Request for Proposals-Actuarial Services Page 4
furnish resumes of key personnel. Provide an indication of the staffing level for the Project. The City of Richmond's evaluation of the proposal will consider the proposer's entire team; therefore, no changes in the team composition will be allowed without prior written approval of the City of Richmond. Sub-consultant letters of commitment are required and must be submitted with the proposal.

Describe the experience of the proposer's Project team in detail, including the team's Project Manager, and other key staff members, on projects of similar size, capacity, and dollar value. For each similar project, include the client's name and correct telephone number. It is the City of Richmond's policy to interview proposers' references as well as references identified by the City of Richmond.

E. Qualifications
The information requested in this section should describe the qualifications of the firm, key staff and sub-contractors performing projects within the past five years that are similar in size and scope to demonstrate competence to perform these services. Information shall include:
1) Names of key staff that participated on named projects and their specific responsibilities with respect to this scope of service. 2) A summary of your firm's demonstrated capability, including length of time that your firm has provided the services being requested in this Request for Proposal.
3) Provide at least three (3) references that received similar services from your firm. The City of Richmond reserves the right to contact any of the organizations or individuals listed. Information provided shall include:
a) Client Name and contact info
• Telephone & e-mail address
• Address
b) Description of services provided including contract amount c) Project start and end dates
F. Cost Information
Provide the total direct and indirect costs to complete all tasks identified in the scope of services. Even if the method of payment to proposer will be fixed fee, a detailed cost breakdown shall be provided identifying: (1) the number of staff hours and hourly rates for each professional and administrative staff person who will be committed to this Project; (2) all other direct costs, such as materials and reproduction costs; and (3) sub-consultant services, if needed. These rates will also be used to negotiate rates for other projects (including optional tasks) that may be assigned. No additional funds will be paid above and beyond the original quote given by the selected Vendor.

City of Richmond May-2020
Request for Proposals-Actuarial Services Page 5
Proposers will be paid at the same rates set forth in their cost proposal unless further negotiated in writing and agreed to by the City of Richmond.

G. Previous Contracts with the City of Richmond
The proposer shall submit a list which indicates all prime contracts and/or amendments awarded to the proposer by the City of Richmond for the last three (3) years. The list shall include a short description of the Project, the Project scope of work, award date, completion date, name of City of Richmond's assigned Project Manager, and contract value.

H. Exceptions to this Request for Proposals
The proposer shall state whether or not it takes exception(s) to this RFP, including but not limited to the City of Richmond's Standard Services Agreement - RFP (Attachment 1). If the proposer does take exception(s) to any portion of the RFP or contract, the specific portion to which exception(s) is taken must be identified by section number and explained. Requests for changes or additions to sections of City of Richmond's Standard Services Agreement must be shown by requesting deletion of specific words and/or by providing new requested contract language. Requests for complete replacement of the City of Richmond's Standard Services Agreement for another contract will not be granted. Failure to make exceptions to the RFP or Standard Services Agreement within the proposal will be deemed a waiver of any objection. Exceptions will be considered during the proposal evaluation process.

I. Statement of Impartiality and Disclosure
The nature of this Project requires an impartial unbiased approach on the part of the proposer's team. This proposal shall include a statement declaring that the proposer's and sub-consultants are not currently, and will not, during the performance of these services, participate in any other similar work involving a hird-party with interests currently in conflict or likely to be in conflict with City of Richmond's interests. Additionally, proposer is required to disclose any pending or active investigations or litigation that may affect the reputation or ability of the proposer to carry out the Project.

4.0 PROCESS FOR SUBMITTING PROPOSALS
Questions Concerning Request for Proposals
All questions must be submitted via the electronic BidsOnline system on the Q&A tab by 11:00 am PST, on June 10, 2020. If the City finds it necessary to issue an City of Richmond May-2020
Request for Proposals-Actuarial Services Page 6
addendum, prospective Offerors will receive e-mail notification of addendum.

Otherwise, answers to questions received will be provided on the Q&A tab and notification will be sent by June 12, 2020.

Any party submitting a proposal shall not contact or lobby any City Council member, City official, employee (except those specified for contact) or agent regarding the RFP.

Any party attempting to influence or circumvent the RFP, bid submittal, and review process may have their proposal rejected for violating this provision of the RFP.

Interested parties may download copies of the above mentioned proposal by visiting the City's web site, www.ci.richmond.ca.us/bids. To download RFP, new vendors will be required to register. Once the prospective Offeror downloads any documents relative to a solicitation, that Offeror's name will appear on the Prospective Bidders list for that project.

Method of Submission:

Electronic Proposals shall be submitted via the City's secure online bidding system. All required sections of the proposal must be submitted via the website. Contractor is solely responsible for "on time" submission of their electronic proposal. The Bid Management System will not accept late proposals and no exceptions shall be made. Contractors will receive an e-bid confirmation number with a time stamp from the Bid Management System indicating that their bid was submitted successfully. The City will only receive those proposals that were transmitted successfully.

The proposal must be received no later than 4:00 p.m., local time, on June 19, 2020.

The proposal and any required certifications shall be signed by an individual or individuals authorized to execute legal documents on behalf of the proposer.

The City of Richmond reserves the right to waive inconsequential irregularities.

5.0 PROPOSAL EVALUATION AND SELECTION PROCESS
All proposals shall be reviewed to verify that the Respondent has met the minimum requirements. Proposals that have not complied with requirements, do not meet minimum content and quality standards, or take unacceptable exceptions to the General Terms and Conditions of the Service Agreement, will be eliminated from further consideration. Proposals will be reviewed and evaluated by an evaluation committee comprised of City of Richmond personnel.

The top Proposals may then be invited to make a presentation to the evaluation panel in a City Office in Richmond, California, at no cost to the City. The selected proposal shall City of Richmond May-2020
Request for Proposals-Actuarial Services Page 7
provide the most cost effective approach that meets the City's requirements. The lowest price proposal will not necessarily be selected.

The City reserves the right to reject any or all proposals, or to make no award. The City also reserves the right to require modifications follow-up with requests for additional information, including, but not limited to, follow-up interviews. The City may request Best and Final offers based upon improved understanding of the offers or changed scope of service. The City will negotiate with that vendor to determine final pricing, and contract form. Because this proposal is negotiable, all pricing data will remain confidential until after award is made, and there will be no public opening and reading of Proposals.

Overall responsiveness to the RFP is an important factor in the evaluation process. The criteria upon which the evaluation of the proposals will be based include, but are not limited to, the following:

The Proposal/Methodology and Approach to Work - 20%
The proposer's responsiveness to the RFP including completeness and thoroughness of proposal; all required information must be provided in the format specified. This category will also evaluate:
• Ability to provide services as outlined in the RFP.
• Approach and proposed methodology to project scope
• Demonstrated knowledge of the work required
• Explanation of the Project or services required
• Innovative approaches and internal measures for timely completion of Project Experience/Past Performance/References - 20%
Consideration will be given based upon the firm's experience, years in business, past and current client references; technical expertise and professional competence in areas directly related to this RFP; number of years of experience in performing similar work.

Project Team - 20%
Respondent should demonstrate that all key personnel have been successfully involved with projects of similar scope and magnitude. This category will evaluate the firm's:

Qualifications and relevant individual experience
• Unique qualification of key personnel
• Staff Availability / Time commitment of key members
• Organization chart
Proposer Qualifications - 20%
This category will evaluate the respondent's ability to take upon itself the responsibilities set forth in the Scope of Services and produce the required outcome in a timely manner.

Consideration will be given for the overall quality of the proposal, including a demonstrated understanding of the purpose, scope and objective of the services to be City of Richmond May-2020
Request for Proposals-Actuarial Services Page 8
performed. It is the intention of the City of Richmond to award a contract to the Respondent who furnishes satisfactory evidence that the Respondent has the requisite experience and ability to enable the Respondent to execute the work successfully and properly, and to complete services in a timely manner. To determine the degree of responsibility to be credited to the Respondent, the City of Richmond will weigh the evidence that the Respondent has performed satisfactorily other contracts of like nature, magnitude and comparable difficulty and comparable rates of progress.

Cost Proposal - 20%
Interview/presentations - The selection committee will review the proposals and establish a list of finalists based on evaluation criteria. Approximately 1 hour will be allowed for the oral interview and a question and answer session. The Respondent must lead a brief presentation before the Review Panel. Interviews shall be conducted during the week of June 29, 2020. Each Respondent is asked to keep these dates open. No other interview dates shall be provided. Respondent presentations will be scheduled at the discretion of the City and Respondents shall bear any expense associated with such presentation. Respondents not available to attend the presentation may be removed from further consideration. Respondents are expected to place the date for the interviews on their calendar at this time; alternate scheduling will not be accommodated.

Award - When the Review Panel has completed its work, City staff will then recommend an Actuarial Services firm to the City Manager and City Council for approval. The services provided by the successful bidder shall be governed by a Standard Services Agreement (Attachment 1).

6.0 GENERAL GUIDELINES
This RFP does not commit the City of Richmond to award a contract, to defray any costs incurred in the preparation of a proposal pursuant to this RFP, or to procure or contract for work. The City of Richmond may reject a proposal without providing the reason(s) underlying the declination. A failure to award a contract to the proposer with the lowest cost proposal shall not constitute a valid cause of action against the City of Richmond. The City may investigate the qualifications of any respondent under consideration, require confirmation of information furnished by the respondent, and require additional evidence or qualifications to perform the Services described in this RFP.

The City reserves the right to:

1. Reject any or all proposals.

2. Issue subsequent Requests for Proposal.

3. Postpone opening for its own convenience.

4. Remedy technical errors in the Request for Proposal process.

5. Negotiate with any, all, or none of the Respondents.

City of Richmond May-2020
Request for Proposals-Actuarial Services Page 9

6. Solicit best and final offers from all or some of the Respondents.

7. Select one or more Respondents.

8. Accept other than the lowest proposed fees.

9. Waive informalities and irregularities in proposals.

Public Records
All proposals submitted in response to this RFP become the property of the City of Richmond and public records and, as such, may be subject to public review. Documents protected by law from public disclosure will not be disclosed by the City of Richmond if clearly marked with the word "confidential" on each applicable page. Trade secrets may be marked as confidential only to the extent they meet the requirements of California Government Code section 6254.7. Only information claimed to be a trade secret at the time of submittal to the City of Richmond and marked as "confidential" will be treated as a trade secret.

7.0 CONDITIONS AND REQUIREMENTS -

7.0 Insurance Requirements
The City of Richmond requires consultants doing business with it to obtain insurance, as shown in RFP Attachment 2. The required insurance certificates must comply with all requirements of the standards as shown and must be provided within fifteen (15) days of issuance of the Notice of Intent to Award and prior to the commencement of any work on the Project.

7.1 Business Licenses
The successful Contractor will be required to hold or to obtain a City of Richmond business license for which the fee will not be waived.

8.0 SCOPE OF SERVICES

8.1 Provide City with professional services and dedicated personnel to perform the following:
• Analyze the data to assess any inconsistencies and make recommendations for enhancing data quality
Prepare actuarial valuation reports every year for General Pension, Garfield Pension, Police and Fire Pension Plan that follow GASB 67/68 standards, City OPEB plan and RPOA OPEB plan that follow GASB 75 standards to include the following:

Actuarial present value of total projected benefits.

Actuarial accrued liability
City of Richmond May-2020
Request for Proposals-Actuarial Services Page 10
Actuarial value of assets
Unfunded actuarial accrued liability
Normal cost
Annual required contributions of the employer as a level dollar amount and as a level percentage of covered payrolls
Net OPEB obligation for City disclosure under GASB 67/68 and GASB 75 • Prepare the necessary material for the Comprehensive Annual Financial Report (CAFR) to comply with GASB OPEB reporting and disclosure requirements. • Prepare an analysis to determine how establishing a trust or equivalent arrangement would affect the interest rate assumption. Timing considerations of establishing the trust should also be considered.
• Prepare a cash flow analysis (the "pay-as-you-go-cost"). • Prepare a sensitivity analysis showing the impact of alternative assumptions on the employer's contributions (healthcare trend rates and investment rate assumptions).
• If there is not a trust established, determine the difference in liability based upon the investment returns under a diversified portfolio versus a short-term fixed income portfolio.
• Provide strategies for funding and reducing costs.
• Discuss administrative draft of the report with city personnel at city location. • Present final report at regularly scheduled City Council meeting. • City valuation report date will be the beginning of the fiscal year in July. • Assist City Staff with miscellaneous analyses as needed for various projects.

8.2 Project Approach:
• Conduct initial discussions with the City to develop an in-depth understanding of its post-retirement health care plan in order to learn about data availability, management information system capabilities and to discuss specific issues the : Submit and co mata requests to ted City email is acceptabor reasonableness.

Anomalies (if any) would be identified and clarified as appropriate.

ATTACHMENTS

1. Standard Contract

2. Insurance Requirements
City of Richmond May-2020
Request for Proposals-Actuarial Services Page 11

City ci
Biclemed
Proposal for
Actuarial Services

VAN IWAARDEN
Retirement planning for employers
Experience. Knowledge. Practical Advice.

June 19, 2020
VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 J: 612.596.5999 WWW.VANIWAARDEN.COM Table of Contents
A. Cover Lete...................... ..,1
B. Background and Project Summary.. .3
C. Methodology. .7
D. Staffing. 10
E. Qualifications, 13
F. Cost Information .17
G. Previous Contracts with the City of Richmond 19
H. Exceptions to the Request for Proposal, 19
I. Statement of Impartiality and Disclosure 19
VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 SwI VANIWAARDEN. COM

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A. Cover Letter
June 19, 2020
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Re: Proposal for Actuarial Services to the City of Richmond We are pleased to present our proposal for actuarial services to the City of Richmond (the City).

We've served as the City's pension and OPE actuary since 2015 and believe we're your best choice to continue as actuary. Here's why:
"We learned more in a half hour with you than in six months with the other guys." That's our favorite client feedback ever, and it's the real reason clients choose Van Iwaarden Associates. Many firms provide basic actuarial services, but your consultant must communicate complex topics clearly so that you can make informed decisions. Our commitment to continue providing excellent service to the City of Richmond is backed by our experience, knowledge leadership, and practical advice.

Experience
We have completed GASB 67/68 pension and GASB 74/75 OPEB valuations for over 400 public agencies, including clients in every California county. In our work with the City of Richmond, we have come to understand the City's needs for your pension and OPEB plans. Plus, our firm is large enough that we're able to respond to all client requests in a timely manner.

Knowledge Leadership
We've built our firm on knowledge leadership. Our consultants are frequent writers and speakers on retirement benefit topics, and we leverage this knowledge for our clients' benefit.

All of our lead public sector actuaries are fully credentialed actuaries. This means that they've passed the rigorous exam process to become either an Associate of the Society of Actuaries (ASA) or a Fellow of the Society of Actuaries (FSA).

Practical Advice
We're known for practical solutions that get the job done. Our consultants excel at explaining complex topics in layman's terms so that our clients can make informed decisions.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612.596.5999 WWW.VANIWAARDEN.COM

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A. Cover Letter (continued)
We believe that all agencies, regardless of size, must address similar issues:
• Understanding the extent of current pension and OPEB liabilities; • Developing strategies to control costs and prudently fund benefits; and • Clearly communicating costs and strategies to stakeholders.

Business Continuity
Even prior to the current COVID-19 pandemic, our firm implemented extra measures to ensure business continuity and uninterrupted service to our clients. These include:
• Ability for all of our team members to work remotely with effectively the same resources and setup they would have if they were in the office • Significant investments in technology and data security to facilitate remote work, network backups, and IT security
• Implementation of comprehensive business continuity plan to ensure uninterrupted operations
Because of these investments, we've shifted seamlessly to a remote work environment for the past several months and continue to serve our clients with no disruptions.

Northern Consulting Actuaries, Inc. (d/b/a Van Iwaarden Associates) is an independent actuarial consulting firm, established in 1991. Our nearest office to Richmond is in San Francisco, and the project will be managed (remotely, during the COVID-19 pandemic) from our main office in Minneapolis. Our office contact information is:

Minneapolis (main) San Francisco Los Angeles
10 South 5th Street, Suite 840 100 Pine Street, Suite 1250 8117 Manchester Avenue Minneapolis, MN 55402-1010 San Francisco, CA 94111-5234 Los Angeles, CA 90293 612.596.5960, 888.596.5960 toll free 415.678.1983 310.596.7045 Please contact Mark Schulte with your questions at 612.596.5971, 888.596.5960 or [email protected]. Mark is authorized to negotiate and sign contracts with the City.

Please note that the proposal price is valid for 180 days. We look forward to continuing our work with the City of Richmond!
Sincerely,
Mile Ailutte
Mark W. Schulte, FSA, EA, MAAA
Consulting Actuary
L/D/C/R: 4/jvi/mws/gg
VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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B. Background and Project Summary
This section describes our understanding of the City, the work to be done, and the objectives to be accomplished. We have worked closely with the City on your retirement plans for the past 5 years and are very familiar with the them. These include:
• Garfield Pension Plan
• General Pension Plan
• Police & Fire Pension Plan
• City Retiree Healthcare Plan
• RPOA Retiree Healthcare Plan
The table below summarizes the RFP Scope of Services and provides answers to how we'll provide the City with professional services and dedicated personnel to perform the requested projects.

GASB 67/68 standards, and City OPEB and We've demonstrated over the past several RPOA OPEB Plans that follow GASB 74/75 years that our reports for the City contain all standards, to include the following: of the requested information. • Actuarial present value of total
projected benefits. We prepare separate actuarial funding • Actuarial accrued liability reports to determine the Actuarially • Actuarial value of assets Determined Contributions (ADC's) for all of Unfunded actuarial accrued liability the pension plans. Results are expressed as a Normal cost level dollar amount since there is no active • Annual required contributions of the employee payroll for these plans. employer as a level dollar amount
and as a level percentage of covered We have also helped the City prepare payrolls actuarial contribution amounts for the City
• Net pension and OPEB obligation for and RPOA OPEB plans. These results are City disclosure under GASB 67/68 and expressed as a level percent of payroll and 74/75 dollar amount.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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Prepare a cash flow analysis (the "pay-as- Our pension and OPEB reports will include a you-go-cost"). 30-year projection of paygo benefit payouts for current and future retirees.

Provide strategies for funding and reducing We're happy to discuss funding and cost costs. reduction strategies upon request.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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City Council meeting.

Preparation and additional meetings are
billed at our regular hourly rates or for an
agreed upon fixed fee.

City valuation report date will be the We will continue preparing the City's July 1st beginning of the fiscal year in July. actuarial valuations.

The Scope of Services also specifies criteria for the Project Approach. The table below summarizes the requirements and our responses.

Submit written data requests to the City Our data request templates have been (email is acceptable) reviewed and used by the City since 2015.

For data security purposes, we also require
all sensitive data be submitted through a
secure file transfer system.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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We are also glad to help newer City staff
better understand the data collection
process so that they can maintain consistent
data collection procedures.

These items are all part of our standard actuarial valuation and reporting process. Please see Section C for more details on the methodology
VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612 596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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C. Methodology
In order for this project to be successful, clear and open communication with City staff will be important. Pension and OPEB benefits can be complex, and we want to make sure that we continue to understand how your plans are administered and funded. We'll rely on City staff to provide us with the information we need and, in return, we'll produce pension and OPEB reports that clearly and accurately provide you with the required information.

Here is a general outline of our approach and methodology to preparing pension and OPEB valuations. A detailed timeline is shown on the next page.

Foundation Stage
• Work with the City to collect the necessary participant census and plan experience data.

Resolve any data questions.
• Review available data and actuarial assumptions to ensure that results are based on a reasonable expectation of future plan experience, and recommend any changes.

Assumptions will be confirmed with City before starting the liability calculations.

Since we are the incumbent actuary, there will be no "learning curve" before beginning the actuarial valuations. We are able to start working on the reports immediately, and City staff will not need to spend extra time educating us about the plans and processes.

Valuation Stage
Use the participant data and chosen assumptions to perform our initial calculations of pension & OPEB liabilities using ProVal® software, the leading actuarial software in our industry.

Ensure the liabilities are calculated correctly by checking the individual results for a number of sample participants ranging in age and service. • When we are certain that the actuarial software is properly calculating the liabilities for each plan, we will run the entire plan population to generate the total plan liabilities, calculate the funding & accounting results, and prepare the valuation reports.

Consulting Stage
• Review reports with City staff and/or City Council either via videoconference or in-person meeting.
" At City's request, ongoing consulting regarding cost-control options, ways to manage and improve benefits, and process improvement recommendations for next valuation cycle.

VAN INAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 J: 612.596.5999 WWW.VANIWAARDEN.COM

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C. Methodology (continued)
We understand that implementing a clear and comprehensive project work plan is essential to completing this assignment accurately, on time, and efficiently. Below is a description of the proposed Work Plan for this assignment that incorporates a tentative timeline.

Please note that the first valuations for FY2020-21 under the new contract will be as follows:
• Pension plans: "Full" actuarial valuations for FY2020-211 • OPEB plans: "Roll-forward" reports for FY2020-21 that do not require new census data collection, actuarial programming, or significant assumption updates Because the OPEB reports do not require new census data for FY2020-21, there is not much OPEB work for City staff or the actuary to complete until after June 30, 2021. The pension reports are on a different schedule and will require updated census information for FY2020-21.

We are providing separate work plans for the pension and OPEB plans since they have different timing requirements. Below is a timeline for the FY2020-21 "full" pension valuations.

The next page shows an abbreviated timeline for the FY2020-21 OPEB "rollforward" valuations plus a timeline for the FY2021-22 OPEB "full" valuations.

FY2020-21 Pension Project Plan Proposed Timing
("full" actuarial valuations)
VIA requests updated 6/30/2021 census and financial information for June 2021 the Garfield, General, and Police & Fire pension plans
• City provides census and asset data to VIA July - August 2021 • VIA completes census validation and asset reconciliations • VIA completes assumption reviews and recommendations to City • Compute initial lability calculations using ProVal® software. Check August 2021 individual results for several sample participants.
• Prepare detailed gain/loss analysis of change in labilities from previous valuation
Complete FY2020-21 pension funding reports for the Garfield, General, September 2021 and Police & Fire pension plans
Complete FY2020-21 GASB 67/68 accounting valuations for the September 2021 Garfield, General, and Police & Fire pension plans
VIA presents reports to City staff and/or City Council September 2021 ' The pension plans have biennial "full" actuarial funding valuations. These results are then also used as the basis for two years of GASB 67/68 accounting results.

VAN WAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 S: 612.596.5999 WWW.VANIWAARDEN.COM

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C. Methodology (continued)
FY2020-21 OPEB Project Plan Proposed Timing
("roll-forward" valuation)
Request and receive updated 6/30/2021 plan asset information for June - July 2021 both the City and RPOA OPEB plans
Complete FY2020-21 GASB 75 accounting reports for both of the City's August- OPEB plans September 2021
VIA presents reports to City staff and/or City Council September 2021 FY2021-22 OPEB Project Plan Proposed Timing
("full" actuarial valuations)
VIA requests 6/30/2021 census data for the City and RPOA OPE plans? July 2021 • City provides updated census data to VIA August - October • VIA completes census validation and asset reconciliations 2021 • VIA completes assumption reviews and recommendations to City • Compute initial liability calculations using ProVal® software. Check November - individual results for several sample participants. December 2021 • Prepare detailed gain/loss analysis of change in liabilities from previous valuation
Valuation process pauses until June 30, 2022 asset information and discount rates are available after year-end
• Adjust OPEB liabilities to final 6/30/2022 reporting date based on June - July 2022 fiscal year-end interest rates
• City provides updated 6/30/2022 OPEB asset information for the City Plan (PARS trust) and RPOA Plan (CERBT trust)
Complete FY2021-22 GASB 74/75 accounting valuations for the City August 2022 and RPOA OPE plans
Complete OPEB actuarial funding calculations as requested by the City September 2022 VIA presents reports to City staff and/or City Council September 2022 The most important task we will require from City staff will be to provide clean census and financial data on a timely basis. We'll also need the City to review and approve proposed assumption changes, as applicable.
2 Note that the FY2021-22 OPEB valuations are based on 6/30/2021 census data and liabilities adjusted to 6/30/2022. However, they must use actual 6/30/2022 asset values for GASB accounting purposes.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING EN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-10 612.596.5960 toll free: 888.596.5960 J: 612.596.5999 WW.VANIWAARDEN.COM

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D. Staffing
Our Team
Our team comprises eight consulting actuaries, including four Fellows of the Society of Actuaries, three Associates of the Society of Actuaries, and one additional ERISA Enrolled Actuary. Our consulting team has decades of experience specializing in pension and OPEB actuarial work.

We also employ nine actuarial analysts and managers who prepare much of the technical work while also taking actuarial exams and working towards their credentials. We have the technical background and expertise you need to effectively manage your pension and OPEB plans.

Please note that all of our lead public sector actuaries are fully credentialed actuaries. This means that they ve passed the rigorous exam process to become ether an Associate of the Society of Actuaries (ASA) or a Fellow of the Society of Actuaries (FSA).

Actuaries Serving the City of Richmond
We've assembled an actuarial team with the depth and experience you deserve. They are:

Gina Ganab Mark Schulte Emily Erickson
Role Lead technical actuary Lead consulting actuary Actuarial manager Credentials ASA, MAAA FSA, EA, MAAA
Experience 13 years 20 years 10 years
Gina will be your primary contact and lead actuary managing the day-to-day work and responding to account inquiries. She provides in-depth technical review of all projects and manages our analyst team to ensure that deliverables are provided on time and on budget. Gina is an Associate of the Society of Actuaries and a Member of the American Academy of Actuaries.

Mark is a co-owner of the firm and a consulting actuary who specializes in pension and retiree health care. Mark is a Fellow of the Society of Actuaries, an Enrolled Actuary under ERISA, and a Member of the American Academy of Actuaries. He will be your peer review actuary3 and provide strategic consulting advice.
3 All of our actuarial reports are subject to our internal peer review process to ensure accuracy and clear communication.

VAN WAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612.596.5999 WWW.VANIWAARDEN.COM

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D. Staffing (continued)
Emily Erickson will be the actuarial manager for your retiree healthcare plan. With her extensive health insurance experience, she will ensure the accuracy of your actuarial valuations. Emily will be assisted by additional actuarial analysts who will prepare the data processing and technical work on the projects. All of the actuaries serving the City of Richmond have completed public sector projects similar to the City's requested assignment. References for these projects can be found in Section E. Qualifications. Brief resumes for Mark, Gina, and Emily are shown below.

Gina Ganab, ASA, MAAA
Gina is a consulting actuary known for her professionalism and passion for quality. She keeps us all focused on producing an accurate work product.

Gina lives in Los Angeles, and we're proud to have her represent us to our California clients. She has been instrumental in expanding our firm's California consulting practice.

Gina's experience with consulting to California public agencies includes:
• Actuarial funding and GASB accounting valuations for both pension and OPEB plans • CalPERS cost projection analyses and GASB 68 accounting valuations • Plan design analysis and non-qualified plan valuations Gina is an Associate of the Society of Actuaries (ASA) and a Member of the American Academy of Actuaries (MAAA). She double majored in mathematics and statistics, earning a B.S., summa cum laude, from Winona State University.

Mark Schulte, FSA, EA, MAAA
Mark is a consulting actuary and a co-owner of the firm. He's known for his teaching skills, and loves helping others understand and solve tough problems. As a frequent speaker on pension/OPEB topics at conferences and to governing boards, Mark helps our clients better understand their retirement plan obligations.

Mark keeps our team up to date on new developments in the pension and retiree medical fields, blogs on national pension/OPEB issues, and speaks frequently at retirement conferences. His latest quest is to develop new ideas for modernizing our nation's public sector pension and OPEB systems.

Mark's recent public sector work includes:
• Pension plan design studies and cost projections,
• Development of pension and OPEB funding policies, and • Preparation of actuarial experience studies.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612.596.5999 WWW.VANIWAARDEN.COM

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D. Staffing (continued)
Mark is a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary (EA) and a Member of the American Academy of Actuaries (MAAA). He earned a B.A. in math, summa cum laude, from St.

Olaf College.

Emily Erickson
Emily is an actuarial manager known for her efficiency, amazing memory, and health insurance knowledge. She's updated our health claim analysis tools to be the best they' ve ever been.

Emily joined the firm after several years with a health insurance company. She wanted to apply her knowledge in our consulting environment.

Emily has worked with:
• Van waarden Associates - Minneapolis, MN Since 2015
• Blue Cross Blue Shield - Fargo, ND 2009-2015
Emily double majored in mathematics and statistics, earning a B.S., cum laude, from North Dakota State University.

Experience on similar projects
Our team has worked on many projects similar to those requested by the City of Richmond (including serving as the City's actuary since 2015). Descriptions of those projects, including client references, can be found in the Qualifications section beginning on the next page.

VAN WAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612 596 5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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E. Qualifications
Firm Overview
Van waarden Associates was founded in 1991, and has grown to become one of the leading independent actuarial firms in the country. Our core practice is in three areas: retiree medical plans, defined benefit pension plans, and defined contribution plans.

We have been the City of Richmond's pension and OPEB actuary since 2015, and we are very familiar with the retirement benefit environment in California. We have several clients in the Bay Area and frequently consult with them regarding their pension and OPEB plans.

OPEB Experience
We have performed public sector OPEB valuations for over 25 years, well before the GASB standards took effect in 2006. Our most comprehensive assignment in California began with the California Superior Court system where we've completed the GASB OPEB valuations for each of the 58 California Superior Courts since 2012.

In our work for the Courts, we broadened our understanding of the complex retiree medical arrangements prevalent throughout the State of California and the CalPERS systems, as each county's Superior Court has a different OPEB arrangement.

Our firm's notable OPEB assignments include:
• We have been the actuaries for the City of Richmond since 2015. • We are the actuaries for over 100 California cities, counties, courts and special districts. • We have performed GASB 74/75 OPEB valuations and design consulting for over 400 cities, counties, school districts and other public entities nationwide.

We also keep our clients informed on the latest OPEB news through our blog at www.pensionblog.com.

Pension Experience
Our consultants have served public and private sector pension clients for decades and we put that accumulated experience to work for your benefit. Some examples are:
• We are the actuaries for the State of Minnesota's Legislative Committee on Pensions and Retirement (LCPR), where we oversee and consult on Minnesota's statewide pension plans. • We served as the actuaries for several pension systems in the Bay Area, including East Bay Regional Park District and Contra Costa Water District. • We have helped several California agencies better understand their CalPERS pension obligations and projected contributions, along with preparing their GASB 68 accounting. • We are the leading provider of GASB 67/68 actuarial services to fire department pension plans throughout the state of Minnesota., and we are also the retained actuary for the City of Fargo's separate City Employee, Police, and Fire pension systems.

VAN WAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596,5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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E. Qualifications (continued)
Below are some relevant projects we've recently completed for California agencies. We've included both routine projects (e.g., GASB 75 reporting) and non-routine consulting projects that required clear communication and presentation to stakeholders.

Agency Project Primary Consultants
City of Richmond Pension and OPEB funding and Mark Schulte, Gina Ganab accounting valuations
East Bay Regional Park Pension and OPEB funding and Mark Schulte, Gina Ganab, District accounting valuations Laura Pistotnik
City of West Hollywood OPE plan design and collective Gina Ganab, Mark Schulte bargaining studies; OPEB
accounting valuation
Contra Costa Water Pension and OPEB funding Jim van Iwaarden, Mark District valuations; plan change and Schulte, Gina Ganab assumption analyses
California Superior OPE valuations for all 58 county Jim van Iwaarden, Mark Schulte, Court system Superior Courts Gina Ganab
Santa Clara Superior OPEB valuations, OPEB funding Mark Schulte, Laura Pistotnik Court policy projections, and plan
design studies
Big Bear Lake Fire Evaluation of cost to switch Mark Schulte, Gina Ganab Protection District between CaPERS and County
pension systems
Our firm and consultants have been working with cities, counties and school districts on retiree medical cost control and valuations since the 1990's, well before the advent of the GASB 43/45 and 74/75 requirements.

We have now completed GASB 74/75 OPEB and GASB 67/68 pension valuations for over 400 public agencies, including clients in every California county. The next pages include four references for actuarial services similar to those requested by the City of Richmond.

VAN VARDEN A38. 810 FeE: FeC:859550 62596399 THE VANIARDENEAPOLIS, MIN S5402-1010

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E. Qualifications (continued)
Client Name East Bay Regional Park District
Contact Deborah Spaulding
information Assistant Finance Officer
2950 Peralta Oaks Court
Oakland, CA 94605
510-544-2401
[email protected]
Scope of work OPEB and closed pension actuarial valuations; accounting and funding valuations; CalPERS pension review and cost projections Client since 2018
Client Name Contra Costa Water District
Contact Ronald D. Jacobsma
information Assistant General Manager - Administration
1331 Concord Avenue
Concord, CA 94520
(925) 688-8042
[email protected]
Scope of work Pension and OPEB actuarial valuations
Client since 2017
Client Name Judicial Council of California
Contact Michelle Morales*
information Budget Services | Administrative Division
455 Golden Gate Avenue
San Francisco, CA 94102
415-865-4200
[email protected]
* Recently took over as project manager. Predecessors were Greg Keil, retired May 2020 and Bob Fleshman, now CEO of Napa Superior Court.

Scope of work OPEB actuarial valuations & GASB 75 reporting for all 58 county Superior Courts
Client since 2012
VAN IVARDE 2598595S 1010 FeE: 8596510 3.612. 596.599 WANIARDINE APOIS, MN 55402-1010 WWW.VANIWAARDEN.COM

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E. Qualifications (continued)
Client Name Legislative Commissions on Pensions and Retirement Contact Susan Lenczewski
information Executive Director
100 Rev. Dr. Martin Luther King Jr. Blvd.

Room 55, State Office Building
St. Paul, Minnesota 55155
651.296.1309
[email protected]
Scope of work Review of statewide retirement systems actuarial valuation reports and experience studies
Client since 2019
We would be happy to provide additional references or a complete client listing upon request.

We have not provided contract amounts in this proposal since that is confidential business information, but we can provide the amounts upon the City's request.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS. MN 55402-1010 612 596,5960 toll free: 888.596.5960 f: 612.596.5999 WWW.VANIWAARDEN.COM

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VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612 596.5960 toll free: 888.596.5960 WWW.VANIWAARDEN.COM

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F. Cost Information (continued)
Below are tables illustrating the estimated hours and hourly rates expected for the FY2020-21 and FY2021-22 actuarial valuation projects and proposed fees.

FY2020-21 Estimated Hours and Hourly Rates
Staff Hourly Total Cost
Staff Member Direct Cost
Hours Rate (round to near $100)
Gina Ganab ASA, MAAA 25 $305 $ 7,625 $ 7,600
Mark Schulte FSA, EA, MAAA 10 375 3,750 3,700
Emily Erickson 24 195 4,680 4,700
Other actuarial analysts 80 125 10,000 10,000
Total 139 $ 26,000
FY2021-22 Estimated Hours and Hourly Rates
Staff Hourly Total Cost
Staff Member Direct Cost
Hours Rate (round to near $100)
Gina Ganab ASA, MAAA 25 $305 $ 7,625 $ 7,600
Mark Schulte FSA, EA, MAAA 15 375 5,625 5,600
Emily Erickson 40 195 7,800 7,800
Other actuarial analysts 76 125 9,500 9,500
Total 156 $ 30,500
We highly recommend that the City include a budget in the actuarial contract for additional consulting projects. These might include pension tax override calculations, CaPERS pension cost projections, OPE plan design analyses, or other projects.

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G. Previous Contracts with the City of Richmond
We have been the City's pension and OPE actuaries since 2015, per contract #3226, PO #21900481 / Vendor # 11235. The contract was most recently updated by Amendment #4 dated March 7, 2019. The table below includes a short description of the Project, the Project scope of work, award date, completion date, name of City of Richmond's assigned Project Manager, and contract value.

Short project description Actuarial consulting for the City's pension and OPE plans Project scope of work Prepare annual GASB 67/68 and 74/75 accounting reports for the City's pension and OPEB plans
Prepare biennial actuarial funding contribution reports for the City's pension plans
• Complete miscellaneous actuarial consulting projects, including pension tax override amounts and OPE actuarial contribution calculations
Award date Original contract: July 28, 2015
Most recent amendment #4: March 7, 2019
Completion date Amendment #4 expires on June 30, 2020
Assigned project manager Original contract and amendments: Tracey Angelo and Stacie from City Plummer
Most recent amendment: Jerry Gurule
Contract value Total value of original 2015 contract plus four subsequent amendments was $193,866.

H. Exceptions to this Request for Proposals
We do not require any exceptions to this request for proposal.

I. Statement of Impartiality and Disclosure
We will not, during the performance of these services, participate in any other similar work involving a third-party with interests currently in conflict or likely to be in conflict with the City of Richmond's interests. We do not have any pending or active investigations or litigation that may affect our reputation or ability to carry out the project.

VAN IWAARDEN ASSOCIATES 840 LUMBER EXCHANGE BUILDING TEN SOUTH FIFTH STREET MINNEAPOLIS, MN 55402-1010 612.596.5960 toll free: 888.596.5960 f: 612. 596.5999 WWW.VANIWAARDEN.COM

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City of Richmond Page 1
Actuarlal Services RFP, bidding on June 19, 20204:00 PM (Pacific) Printed 11/25/2020 Bid Detail
Bid Information
Project Title Actuarial Services RFP
Invitation No.

Bid Posting Date May 29, 2020 5:27 PM (Pacific)
Project Stage Closed
Bid Due Date June 19, 2020 4:00 PM (Pacific)
Response Format Electronlc only
Link to Project on Public Site https://www.planetblds.com/portal/portal.cfm?CompanyID=14590&BidID=73040 Reference ID
.......

Project Type RFP (Request For Proposal)
Response Types Response File
Type of Award Lump Sum
Categorles 91806 - Administrative Consulting
91837 - Economy Consulting
91849 - Finance/Economics Consulting
94600 - Financlal Services
License Requirements
Department Finance
Address 450 Civic Center Plaza, Richmond, Californla
County Contra Costa
Bid Valld
Liquidated Damages
Target Bid Amount $0.00
Estimated Bid Value
Start/Delivery Date
Project Duration
Prevailing Wage No
Cooperative Bid No
Piggy-backable No
: eBid Notes Electronic Proposals shall be submitted via the City's secure online bidding system. All required sections of the proposal : must be submitted vla the website, Contractor Is solely responsible for "on time" submission of their electronlo proposal.

The Bid Management System will not accept late proposals and no exceptions shall be made. Contractors wlll recelve an e-bld confirmation number with a time stamp from the Bld Management System indicating that their bid was submitted : successfully. The Clly will only recelve those proposals that were transmitted successfully.

Preferences
Restriction Type None
Restricted To
Bid Bond Information
•
Bid 0.0%
Performance 0.0%
Payment 0.0%
Pre-Bid Meeting Information
Pre-Bid Meeting No
Online Q&A
Online Q&A Yes
Q&A Cutoff Date June 10, 2020 11:00 AM (Pacific)
PlanetBids, Inc.

City of Richmond Page 2
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Bid Detail
Contact Information
Contact into orla Alvarez long us
Blds to
Owner's Agent
Description
Other Details For assistance in downloading RFP, please contact Ofella Alvarez at [email protected] Notes
Local Programs & Policies
Special Notices
Downloadable Files
File Title File Name File Size On Server Uploaded Visible Date
Insurance Type 2 - Professional Services Sample Type 2 - Professional Services 240.4 kb On Server 05/29/2020 Yes Contracts.pdf
Standard Contract Sample - Standard Contract.pdf 688.1 kb On Server 05/29/2020 Yes Actuarial Services RFP 2020 Actuarlal Servlces.docx 205.1 kb On Server 05/29/2020 No attachment 1 FYE2019 GASB 67-68 Pension 516.2 kb On Server 06/10/2020 No Accounting Richmond General.pdf
attachment 2 YE2019 GASB 67-68 Pensi 441.6 kb On Server 06/10/2020 No counting_Richmond Garfield.pi
Attachment 3 FYE2019 GASB 67-68 Pension 252.8 kb On Server 06/10/2020 No Accounting_Richmond Police Fire.pdf
Attachment 4 FYE2019 GASB 75 OPEB 432.8 kb On Server 06/10/2020 No Valuation_Richmond (RPOA Plan), pdf
Download File Fee $0.00
Hard Copy Plans
Title/Description Receive From Plan Fee Mailing Fee Refund PlanetBids, Inc.

City of Richmond Page 3
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
468 vendors notified
Notified Vendors on May 29, 2020
Using Criterla Category:
91806 - Administrative Consulting :
91837 - Economy Consulting
:
91849 - Finance/Economics Consulting
94600 - Financial Services
22nd Century Technologies, Inc. contact: Shikha Sharm
(755354) hone: 908-765-0002 ext. 35
220 Davidson Avenue, Suite 118 Fax: 732-537-0888
Somerset, NJ 08873 Email: [email protected]
United States
280 Securities LLC (859996) Contact: Michael Hurtado
Phone: 628-231-2564 ext. 122
Fax: 628-231-2170
Email:
[email protected]
| Squared Ventures, Inc. (221006 Contact: Andrea Lowe
1970 Broadwa Phone: 510-986-1100ext. 0
Suite 1100 Fax:

Oakland, CA 94612 Email:

United States [email protected]
A-1-Kuh-Muter Services, LLC (349163) Contact: Ericia Artis DBE,MBE, WBE 224 Cimarron Drive Phone: 510-895-5364
United Scat 94589 Fax:

Email: [email protected]

1.25. Morton Siresto clatos LC (326788) Contact: Albert M. Peche Phone: 510-521-2077
Alameda, CA 94501-390- Fax: 510-521-2078
Jnited States Emall:
[email protected]
Aanko Technologies Inc. (369544) Contact: SteveLongoria 607 Elmira Rd, Ste 191 Phone: 415-408-8004
Fax: 415-520-5330
Vacaville, CA 95687 Email: [email protected]
United States
Above Consulting Inc. (771597 sontact: Eddie Tan!
399 Capp St Apt 3 hone: 415-723-651
San Francisco, CA 94110 Fax:

United States Email:
[email protected]
Academy Securities 333045) Contact: Richard Vest MBE
12625 High Bluff Drive Phone: 951-698-4700
Suite #204 Fax:

San Diego, CA 92130 Email:

Unlted States [email protected]
Access Capital Services, Inc, (37596) ontact: Wendy J. Rive 200 E. Center St hone: 559-627-522
Visalia, CA 93291 Email: [email protected]
United States
: Acclamation Insurance Management Contact: Veronica Romera Services (302823) Phone: 916-563-1900 ext. 260
10445 Old Placerville Road Email: [email protected] . Sacramento, CA 95827
United States
Accountable Assets Inc (331028) Contact: Dave Bergman
280 Perry Road Phone: 412-819-0927
Perryopolls, PA 15473 Fax: 724-736-0907
United States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 4
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Accurate Drug, Alcohol and DN/ Contact: Regina JOnes OSB,DBE,MIC,WBE Testing (37600 Phone: 510-777-0904
675 Hegenberger Rd. Fax: 510-777-090
Email: [email protected]
akland, CA 9462
Inited State
Acro Service Corporation 305803) Contact: John Gillen
39209 W Six Mile Road Suite 250 Phone: 626-799-3475 ext. 407 Livonia, MI 48152 Fax:

United States Emall: [email protected]
Contact: Esperanza Borja Meac MBE,WBE
Phone: 786-397-9212
Miami, FL 33186 Fax:

United States Email:
[email protected]
AIM Consulting Inc (37677) ontact: Gladys Come OSB,DBE, MIC, WBE 221 Randall Drive hone: 916-357-539
Folsom, CA 95630 Fax: -
United States Email:
[email protected]
AIM Consulting Services (472673) Contact: ScottBurkett
12121 Valley Blvd. #206 Phone: 9092283970
Fax: 9095921271
El Monte, CA 91732 Email: [email protected]
United States
201 N. Go Dr, Suit 39 Contact: Nader Mokr WBE
Phone: 949-260-902
Walnut Creek, CA 94596 Email: [email protected]
United States
Albion Environmental, Inc. (37699) Contact:
1414 Saquel Avenue Phone: 831-469-1777
Suite 205 Fax: 831-469-9137
Santa Cruz, CA 95062 Email:

Jnited State: [email protected]
Allerion Consulting Group, Inc. Chone 18-7420
(449448)
1830 Vernon St
Roseville, CA 95678 Emall: [email protected]
United States
Amec Foster Wheeler (39704)
180 Grand Avenue
Sulte 1100
Oakland, CA 94612
United States [email protected]
(37 National Community Services, Inc. Chone: 07-369-135son 8121 E. Florence Ave.

Downey, CA 90240 Emall:

United States [email protected]
AMI Risk Consultants Inc. (366499) Contact: Carrie Ingco 1336 SW 146th Ct. Phone: 305-273-1589
Miami, FL 33184 Emal: [email protected]
United States
Amy Ekan Business Enterprises
(241248) Cone: 30-770-5832
p.o. 1975
el cerrito, CA 94530 Email: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 5
Actuarial Services RFP, bldding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
: nalytic Focus, LLC (299959 contact: Leroy Allowat
1467 Huebner Roa hone: 210-641-2817
Sulte 200 Fax:

San Antonlo, TX 78230 Email:

United States [email protected]
Anhor Engineering, Inc. (37819) contact: HEIDE CHAPMAN DVB,OSB 3685 Mt. Diablo Blvd hone: 925-385-095
Suite 355 Fax: 295-385-0424 .... -
Lafayette, CA 94549 Email: [email protected]
United States
Applied Development Economics Chone: 27-4084829
282351)
253 Ygnacio Valley Road Fax:

Walnut Creek, CA 94596 Email: [email protected]
United States
Applied Development Economics, Inc. Contact: Doug Svenssor OSB (37836) Phone: 925-934-8712
100 Pringle Avenue Fax: 925-934-2402
Suite 560 Email: [email protected]
Walnut Creek, CA 94596
United States
ARS National (779942) Contact: Phillip Prince
270W 2nd Ave Phone: 760-690-9362
Escondido, CA 92025 Fax: 760-690-1728
United States
[email protected]
Aspen Environmental Group (37892) Confact: Aspen EC
5020 Chesebro Road, Suite 200 hone: 818-597-340
Agoura Hills, CA 91301 Fax: 818-597-8001
United States Email: [email protected]
Atlantic-Pacific Processing Systems Chone: 1424104020*7 2354 (254862)
18350 Mt. Langley, Suite 205 Fax: 714-965-2714
Fountain Valley, CA 92708 Emall:

United States [email protected]
Attic Consulting (37909) Contact: Eve Elchwald WBE
74 Garfield Ave Phone: 413-386-7555
Easthampton, MA 94702 Fax: 413-604-0371
United States Email: [email protected]
AU & Associates Inc. (37911) ontact: Ade Ulyoshior OSB,DBE, WBE 9320 Annapolls Rd. none: 202-345-068
Suite 300 Fax: 888-508-6410
Lanham, MD 20706 Email: [email protected]
United States
Automated Merchant Systems, Inc. Contact: Daniel L. Sloan (30 Northlake Bivd, Suite 230 Phone: 407-331-5465
Fax:

Altamonte Springs, FL 32701 Email:

United States [email protected]
3 A R 1 Construction (37932 Contact: DBE
12 Bancroft RD 260 Phone: 925-262-3201
Walnut Creek, CA 94598 Fax: 510-225-2336
United States [email protected]
: Backstrom McCarley Berry & Co, LLC Contact: Leonard berry DBE (37940) Phone: 415-392-5505
115 sansome st Fax: 415-392-5276
mezzanine a Email: [email protected]
san francicso, CA 94104
United States
PlanetBids, Inc.

City of Richmond Page 6
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/26/2020 Vendor Notifications
Backstrom McCarley Berry & Co., LLC Chon: 415-392-5505 DBE (37941)
115 Sansome St. Fax:

Mezz. A Emall: [email protected]
San Francisco, CA 94104
United States
BAE Urban Economics, Inc (37942) Contact: LISA LONDON WBE 1285 66th St Phone: 510-547-9380
Emeryville, CA 94608
United States
Baker Tilly Virchow Krause, LLP Contact: Cynthla Gruebling (297781) Phone: 608-240-2451 ext. 42451
ax: 608-249-8552
malia [email protected]
Ballard Spahr LLP (328484) Contact: Laura Michaels
1735 Market Street Phone: 215-864-8435
51st Floor Fax:

Philadelphia, PA 19103 Email:

United States [email protected]
Bank of America 194454) Contact: James Dlangson
2129 Shattuck Ave Phone: 510-725-5780
Berkeley, CA 94704 Fax:

United States Email:

[email protected]
ank of San Francisco (267111 Contact: Raymond Brown
75 Market Street, Sulte 90 Phone: 415-744-6705
San Francisco, CA 94105 Email: [email protected]
United States
Bank of the West (277922) Contact: Lily Ng
500 Capitol Mall Phone: 916-552-4404
Ste 1200 Fax:

Sacramento, CA 95814 Email:

United States [email protected]
2388E Cantino Real, 7:304) Contact: Jaimee Pittman
Phone: 760-476-9110
Carlsbad, CA 92008 ax: 760-476-92
United States nail: [email protected]
Bartlett Actuarial Group, Ltd. (37954)
4700 East Thomas Road, Suite 106
hoenix, AZ 8501
Inited State
[email protected]
BBJ Electric In 37989) Contact:
320 Avalon Dr Phone: 650-583-4294
outh San Francisco, CA 9408 Fax: 650-876-0121
nited State Email: [email protected]
170 enor F Sul 3003) Sontact: Nick Auriemma
hone: 215-940-780:

Grand Rapids, MI 49546 Fax:

Jnited States Emall: [email protected]
1988 Avenue of costar for Contact: JUAN PITMAN
hone: 310-201-788
Los Angeles, CA 90067 Fax: 310-201-2754
Jnited States Emall: [email protected]
erkowitz Civility Group (434616 Contact: Steffl Berkowitz WBE 342 Shattuck Ave #21 Phone: 954-504-155
Berkeley, CA 94704 Fax:

United States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 7
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Bette AB Mammone 38016) Contact: Bette AB Mammon
2017 Genesee Street one: 315-732-3900
Utica, NY 13501 ax: 315-732-438
United States mail: [email protected]
Beyond Consulting (38019) Contact: Angela Campbell, DBE,WBE Post Office Box 441201 President
Aurora, CO 80044
United States
1150 Crozid as bive, But 2802)
sacramento, CA 9583.

Jnited States
Big-D Pacific Builders (42907) Contact:
6210 Stoneridge Mall Rd Phone: 925-460-3232
Suite 460 Fax: 925-460-3242
Pleasanton, CA 94588 Email:

Unlted States [email protected]
Birdi And Assoclates,Ing (215342) contact: TinaSing
265 N Euclid Ave hone: 213400363
Suite 203 Fax:
asadena, CA 911 Email: [email protected]
nited State
BL Management Consulting LLC Contact: WBE
(38039) Phone: 480-251-7420
1731 E Samuel Drive Fax: -
Phoneix, AZ 85024-4363 Email:

United States eharwood.blmanageconsulting@blue
tie.com
Blaylock Robert Van, LLC (38043) Contact: Michael G. James WBE 350 Frank Ogawa Plaza Phone: 510-208-6101
10th Floor Fax: 510-625-1065
Oakland, CA 94612-2045 Emall: [email protected]
United States
: Blaylock Roebrt Van, LLG (131471) Contact: Tarrell Gamble MBE 350 Frank H Ogawa Plaza Phone: 510-208-6101
Oakland, CA 94612 Fax:

Unlted States Email: [email protected]
Contact: Brian Drolet
Phone: 909-989-1435
Rancho Cucamonga, CA 9170 Fax:

United State: Emall:
[email protected]
Blessing Egbon Investments (38044) Contact: Blessing Egbon 7005 Heard Ro Phone: 404-395-0993
: Cumming, GA 30041 Fax: 641-354-2823
United States Email:
-egion @blessingegboninvestments
blueCONSULTING, ING. (38050) Phone: 519-839-3828 OSB,WBE 4415 New Hampshire St
San Diego, CA 92116 Email: [email protected]
United States
11X3. Fuero street, Sule 3200 Contact: Glenn Casterline hone: 213-612-2225
Los Angeles, CA 90017 ax: 213-612-2495
United States mail: [email protected]
Doudopment certor 1(2832) Phone: 510-75-480
1060 Manor Road Emal: [email protected]
Richmond, CA 94803
United States
PlanetBids, Inc.

City of Richmond Page 8
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Brink's, Incorporated (38094) Contact: Ashleigh Feilinger 3775 Alameda Ave., Ste. "A" Phone: 510-535-4523
Oakland, CA 94601-3921 Fax: 510-535-4510
United States Email:

[email protected]
Brogan Home Inspection, Inc. (38099) Contact: Christine Brogar WBE 920 York Street Phone: 510-835-3883
Oakland, CA 94610-1640 Fax: 510-281-6911
United States Email: [email protected]
Brown Smith Wallace LLC (38105) Gone: 3-98-1238mp
1050N. Lindbergh
St. Louls, MO 63132 Email: [email protected]
United States
Browne, Bortz and Coddington, Inc
(702762)
1999 Broadway, Suite 2200
Bited sCal 80202 Email:
[email protected]
uild It Green (3811 Confact: Ellse Hunter
134 University A Phone: 510-845-0472
United statas 94702 Fax: 510-845-1854
Email: [email protected]
Bureau Veritas 38127) Contact: David Meloy
Sule West Bernardo Court Phone: 972-244-6938
Fax: 858-451-2846
Sulled Sia, SA 92127 [email protected]
urnham Benefits (56710. Contact: Diane Ballen
60 S Figueroa St. Suite 226 Phone: 213-788-7557
Los Angeles, CA 90017 Fax:

United States Email:
[email protected]
BuT Gold Meadova Consulting (38135) Contact: Nicole Taylor OSB,MIC, WBE Phone: 916-932-7181
old River, CA 956 Fax: 916-932-7182
ited State
advalta genes@business-
C&s Publishing 238955) Contact: Steve Berlin
8041 Tallon Way Phone: 916-729-5432
ntelope, CA 9584 Fax:

Inited State Email:

[email protected]
.M. de Crinis & Co., Inc. (326944
00 N. Brand Blvd., Sulte 60
Glendale, CA 91203
United States
Caflero Maritime Services (38154) Contact: Gerry Cafiero 1001 Tyler St Phone: 954-802-5871
lollywood, F . 33019 Fax: 954-921-6157
Inited State Email: [email protected]
Galifornia Greative Solutions, Inc. ontact: Hitesh Ja MBE (651673) one: 858-208-41:
13475 Danelson Street, Sulte 220 Fax:

Poway, CA 92064 Email:

United States [email protected]
california professional maintenance Contact: ALEX PEGUES DBE,OSB com (38186) Phone: 510-677-7767
2601 Hilltop Avenue, STE. 1911 Fax: 213-488-1266
richmond, CA 94806 Email: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 9
Actuarial Services RFP, bldding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Cameron-Gole (38203) Contact Total Hobbse
50 Hegenberger Loop
Oakland, CA 94621 Email: [email protected]
... " United States
Cantor Fitzgerald (38208)
1925 Century Park East
Sulte 700
Los Angeles, CA 90067
United States
Capital One Public Funding, LLC (38210) contact: Jaci Bre 265 Broadhollow Rd hone: 866-617-23:

Melville, NY 11747 Fax: 866-617-2330
United States
[email protected]
Email: [email protected]
Capitol Public Finance Group, LLC Contact: Jeff Small
(326805) Phone: 916-641-2734
2436 Professlonal Drive #300 Fax:
......... Roseville, CA 95661 Email: [email protected] United States
Caporicci & Larson, Inc. (43427) Contact: Kenneth H. Pun 101 Montgomery Street, Suite 1900 Phone: 858-228-5005
San Francisco, CA 94104 Fax: 858-228-5024
Email: [email protected]
Sarlyle Capital Markets (38226) Contact: Barry Friedmar 14755 Preston Roac Phone: 972-404-8686
Sulte 510 Fax: 972-404-1231
Dallas, TX 75254 Emall: [email protected]
United States
Carolina Capital Markets 270668) Contact: Richard Vest
43218 Business Park Drive Phone: 951-587-2300
Sulte Fax:

Temecula, CA 92590 Email: [email protected]
United States
CDSNet, LLC (38251) Contact: DEE TURNBULL
6053W. Century Bivd Phone: 661-252-2640
9th Floor Fax: 310-981-9511
Los Angeles, CA 90045 Emall: [email protected]
United States
: Contact: Anastacia Warunek WBE
Phone: 714-507-3723
Fax:
: Email:
[email protected]
CGI Federal Inc. (678079) Phone: Balazutcher
1001 Lakeside Avenue, Suite 800
Cleveland, OH 44114 Fax:

Email:
[email protected]
CGR Management Consultants LLG Contact: James B. Ayers
: (179762) Phone: 310-922-6720
7526 Rindge Avenue Fax:

Playa del Rey, CA 90293 Email: [email protected]
United States
:

Chabin Concepts, Inc. (618319) Contact: Renee Stratton OSB 2515 Ceanothus Avenue, Ste 100 Phone: 530-345-0364 ext. 21 Chico, CA 95973 Fax: 530-345-6417
United States Email:
[email protected]
PlanetBids, Inc.

City of Richmond Page 10
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Charita Patterson 38281) one: a2 patterson WBE
5821 Highland Avenue
Richmond, CA 94804 Email: [email protected]
United States
Charmel Gaulden (38289) ontact: Charmel Gaulde
hone: 251-716-816
Email: [email protected]
contact: Hillary Rocheste
hone: 602-221-113.

Fax: 602-221-1168
Email:
[email protected]
CIC Mortgage Gredit, Inc (669267 ontact: Cassie Thoma as 327 Caldwell Drive hone: 615-386-2282ext. 29
ste 100 Fax: 615-292-3587
odettsile, TN 3707: Email: [email protected]
Inited State
Circular Arc Inc. (38315) DBE
PO Box 36732 Coote: 8002004455
Richmond, VA 2323 Fax:

United States Email: [email protected]
Ircular Arc Inc. (38314 DBE
O Box 3673
RIchmond, VA 23235
Jnited States
Citigroup Global Markets Inc. (131469)
650 Town Center Drive, Ste. 1580
Costa Mesa, CA 92626 Email: tish [email protected]
Citigroup Global Markets Inc. (38319) Contact: Willam C. Blackwill 660 Newport Center Drive Phone: 949-717-5440
Suite 1100 Fax: 949-717-5449
Vewport Beach, CA 92660 Emall: [email protected] Inlted States
C Newpor Center DiNe, So. (38920) Contact: Bill Blackwill Phone: 949-717-5440
NeedS Blash, CA 92660 Fax: 949-717-5449
Email: [email protected]
Gity 2 City (742035) Contact: Napoleon Sandeford
615s main st Phone: 870-413-2157
Pine Bluff, AR 71601 Fax:

United States Email:
[email protected]
Citygate Associates, LLC (209152 Contact: Kelly Harri
300 Coolidge Drive, Suite 150 hone: 916-458-5100 ext. 10 ulte 101 Fax:
ned to 95634 Email:
[email protected]
COT As AND LC (38324)
Suite 250
United Sadly, OK 73102 [email protected]
ClearSource FInancial Consulting Contact: Terry Madsen
Phone: 831-288-0608
Fax:

Email:
[email protected]
PlanetBids, Inc.

City of Richmond Page 11
Actuarlal Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
CLR Executive Consulting (160278) ontact: C. Lisa Mitchell-Ree 5848 Alpine Road hone: 510-453-137
San Pablo, CA 94806 Fax:

United States Email:
[email protected]
CMS Consulting (38349) ontact: Jess Martine
3224 Palos Verdes Ct. #208 hone: 650-425-361
San Mateo, CA 94403-3786 Fax:

United States Email: [email protected]
Coastal Securities (38358)
5555 San Felipe, Suite 2200
Houston, TX 77056 Fax: -
United States Emall:
[email protected]
Coeptise 513810) ontact: Dominic Walke
1586 Herbert St hone: 504-603-006
Santa Rosa, CA 95401 Fax:
: United States Email: [email protected]
COGENT Infotech Corporation (755802) Contact: Justin Acord MBE ...... 1035 Boyce Road, Sulte 108 Phone: 412-889-7700
Pittsburgh, PA 15241 Fax: 412-774-1515
United States Email: [email protected]
: CohnReznick, LLC (611425) Contact: Kristy James
400 Capitol Mall Phone: 916-930-5230
Suite 1200 Fax:

Sacramento, CA 95814 Email:

United States [email protected]
ollComm (38374 Contact: OSB,DBE
734 N. Fuller Avenu Phone: 323-969-8070
Los Angeles, CA 90046 Fax: 323-969-8070
United States Email: [email protected]
Collection Bureau Incorporated Contact: Amy Recchla
(695631) Phone: 630-386-5229
719 1st Street S Fax:

Nampa, ID 83651 Emall:

United States [email protected]
Collection Bureau of America (38375) Contact: Jeff Lowenstein OSB,MBE 25954 Eden Landing Road Phone: 510-781-5138
Hayward, CA 94545 Fax: 510-781-5139
United States Email:

[email protected]
: Comerica (38381) Contact:
2 Embarcadero center Phone: 415-477-3234
San Francisco, CA 94105 Fax:

United States Email: [email protected]
Comerica Securities, Inc (38382) Contact: Chris Theut
201 W. Fort Street Phone: 313-222-0048
rd Floor, MC 308 Fax: 313-964-4591
Detrolt, MI 4822 Email: [email protected]
United States
....... community bankers merchant services
Contact: matt sparks
(398045) Phone: 479-725-1000
: 908 s old missouri rd Fax:
pringdale, AR 7276 Email:

Jnited States [email protected]
CompassPoint Nonprofit Services Chone: 415-541-9000
(38393)
731 Market Street Fax: 415-541-7708
Suite 200 Email: [email protected]
San Francisco, CA 94103-2005
Unlted States
PlanetBids, Inc.

City of Richmond Page 12
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Conekt2, Inc. (744285) Contact: Omneya Salen OSB,DBE, WBE 8310 Miramar Mall hone: 619-880-979
STE A Emal: [email protected]
San Diego, CA 92121
United States
Sonnexus Hub (348115) Contact: Irene Jung
14252 Culver Dr. St 257 Phone: 415-735-5207
vine, CA 9260 Fax:
nited State: Emall:[email protected]
onvenlent Payments (23853: Contact: Phillip Buck
3001 Fremont Bl Phone: 510-771-2168
Fremont, CA 94538 Ema: 510-687-2168
United States
[email protected]
Conway Mackenzie (415510) Contact: Hugo Taubmann
600 5th Avenue Phone: 734-546-9148
New York, NY 10009 Fax:

United States Email:
[email protected]
ooke & Associates, Inc. (86122
101F Dublin Blvd. #3: Gone: 400-54A002
Dulled Stal 94568 Fax: 408-847-6969
Emall: [email protected]
CORD FInanclal Services (554605) ontact: SteveBrac
6261 Central Pointe Parkway hone: 254-493-218
Fax:

Temple, TX 76504 Email: [email protected]
United States
oreLogic SafeRent, Inc (3844 Gone: B10.37 -9a40
300 Westmore Rd Suite
Rockville, MD 20850 Email: [email protected]
Unlted States
Cornerstone Transportation Consulting Contact: MING NG, P.E. DBE,OSB (38446) Phone: 415-705-7800 ext. 234
Fax: 415-705-7801
SaM Franco, SA, Sul 4360 Email:

United States [email protected]
Cortview Capital Securities (147701) Coote: 24-241. afterson 650 5th Avenue, 14th Floor
New York, NY 10019 Fax:

Emall: [email protected]
Craig S. Meltzner & Associates Contact: Craig S.Meltzne (300192) hone: 707-526-633
1916 Diamond Court Fax: 707-526-6951
santa Rosa, CA 9540 Email: [email protected]
Inited State:

Credit Bureau Services of the NRV Contact: Crystal Cultice WBE 38462) Phone: 540-382-2943
650 Cambria Stree Fax: 540-382-5520
hristiansburg, VA 2407 Email: cultice@e-
United States recoverysolutlons.com
CREEGAN + D'ANGELO (38463) ontact: JOHN TURNE
2420 MARTIN ROAD one: 707-429-530
SUITE 380 Email: [email protected]
FAIRFIELD, CA 94534
United States
SG Advisors 268564) Contact: john hamilton
1 post street Phone: 415-956-2454
suite 2130 Email: [email protected]
san francisco, CA 94104
United States
PlanetBids, Inc.

City of Richmond Page 13
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
CTN DAtar Road ontact: Rick Agui
one: 209-795-93
Arnold, CA 95223 Emails [email protected]
United States
:

Cultiver Group Inc. (394752) one: -07-40
1611-A South Melrose Dr. #327
Fax:

Vista, CA 92081 Emall: [email protected]
: United States
Cushman & Wakefield Western, Inc. ontact: Robby Perrir
(200864) hone: 408-572-413
: 560S. Winchester Bld., 2nd Floor Fax: 408-434-1554
San Jose, CA 95128 mail: [email protected]
United States
CVR Assoclates, Inc. (630865) Contact: Fradique A. Rocha 2309 S MacDill Avenue Phone: 813-223-3100
Suite 200 Fax: 813-228-7713
Tampa, FL 33629 Email: [email protected]
United States
CYPRESS MANDELA TRAINING Contact: ROULIGNY
CENTER, INC. 246558) Phone: 510-208-7353
2229 POPLAR STREET Fax: 510-835-3726
OAKLAND, CA 94607 Email:

UnIted States [email protected]
...

D. A. DAVIDSON & CO (38508) Contact: LES WELLS
225 SOUTH LAKE AVENUE Phone: 626-793-7767
SUITE #300 Fax: 626-793-1778
PASADENA, CA 91101 Email: [email protected]
United States
David Taussig & Associates (38544) Contact: Rob Schmid
2950 Buskirk Avenue hone: 925-938-295
Suite 185 Fax: -
Walnut Creek, CA 94597 Email: [email protected]
United States
David Taussig & Associates, Inc. Contact: Nathan Perez
(244637) Phone: 415-962-1480
2250 Hyde Street, 5th Floor Fax:

San Franicsco, CA 94109 Email: [email protected]
United States
....... avilller-Sloan Inc (5838 Contact: Elvira Didic
30 12th Stre Phone: 510-835-7603exf. 25
Oakland, CA 94607 Fax:

United States Email: [email protected]
•• Davis Far LLP (385789) ontact: Bid Cler
2301 Dupont Drive hone: 949474202
Suite 200 Fax: 9492635520
Irvine, CA 92612 Email: [email protected]
.....- United States
Debra (38562) Contact:
: 2539 South Central Phone: 559-972-5210
Visalla, CA 93277 Fax: -
United States Email:
... . . [email protected]
Del Rio Advisors, LLC (326341) Contact: Kenneth L. Dieker .... 1325 Country Club Dr. Phone: 209-543-8704
Modesto, CA 95356 Fax: 209-554-0427
United States Emall: [email protected]
Derderlan & Co. CPA's (312416) Contact: Shahen Derderian 10940 Wlishire Blvd. Phone: 310-443-4122
STE 1600 Fax: 310-443-4123
Los Angeles, CA 91401 Emall: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 14
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Development Specialists, Inc. (261897) Contact: William G. Brandt 70 West Madison Street Phone: 312-263-4141
Suite 2300 Fax:

Chicago, IL 60602 Emall: [email protected]
United States
Digitech Computer Inc. (378096) Contact: Linda Horn
555 Pleasantville Rd Phone: 914-741-1919 ext. 237
Briarcliff Manor, NY 10510 Fax: 914-741-2818
United States Email:

[email protected]
Diversified Project Services Contact: MarkAller
International, Inc. (354107) Phone: 661-371-2800
5351 Olive Drive Fax: 661-371-2801
Sulte 100 Email: [email protected]
Baked Stat, GA 93308
ixieline Builders Fund Control Escrov Contact: Cathy Osberg 1c (267432 hone: 858-874-4354 ext. 439
7700 Ronson Road, Suite 101 Fax: 619-221-4084
San Diego, CA 92111 Email: [email protected]
Dolinka Group, LLC (310592)
20 Pacifica, Suite 900
United stale218
DRoller Healthcare Consultants WBE
(38669)
31 Bretano Way
Greenbrae, CA 94904-1180
United States
DJ Consulting LLC (610889) Contact: Daniel T Jacksor
2419 Ostrom Ave Phone: 562-598-1898
Long Beach, CA 90815 Email: [email protected]
United States
Duke Youth Facility (57991) Gone: 375-0055
P.O. Box 122
Fairfield, CA 94533 Fax: 707-320-0531
United States Email: [email protected]
uncan Solutions, Inc. (38675
33 W. Wisconsin Av Contact 1ame Kenedy
Suite 1600 Fax: -- :

Milwaukee, WI 53203 Email:

United States [email protected]
:&S Bryan, Inc. (38684 Contact: Ed Bryar
42 High St. Suite 52 Phone: 207-879-7500
PO Box 5038 Emma: 20-221-3549
Portland, ME 04101
United States edbryan@crystalreportingsolutions.
om
:. K. Duffy (295089 ontact: E. K. Dufl
5801 Amend Ro hone: 510-222-872
Rited SaleS 04803 Fax:

Emall: [email protected]
Contact: LINDA MATHEWS WBE
24 Iron Point Roa Phone: 916-357-6593
Folted Scal 95630 Fax: 916-200-0368
Email: [email protected]
Economic & Planning System, Inc. (EPS) Contact: Victoria Allensworth Phone: 916-649-8010 ext. 970
400 Capitol Mall, 28th Floor Fax:

Sited Sate, CA 95814 Emall: [email protected]
PlanetBids, Inc.

City of Richmond Page 15
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Economic Transformations Group, Inc. Contact: Eric R. Hansen (38711) Phone: 415-602-9007
112 West 27th Street, Sulte 400 Email: [email protected]
New York, NY 10001
United States ...

EDR Group (444402) contact: Paul Binghan
155 Federal St, Suite 600 hone: 617-338-6775ext. 26
Bostom, MA 02110 Fax: 617-338-1174
United States Email: [email protected]
Educational Options (407296) contact: TJ Walto :
5248 Moonlit Bay Way hone: 916-430-074
Sacramento, CA 95835 Fax: 916-283-6564
United States [email protected]
EJ De La Rosa & Go (38726) sontact: Forrest Kontomitra DBE 10866 Wilshire Bivd Suite 1650 hone: 310-775-8211
Los Angeles, CA 90024 Fax: 310-207-1995
United States Email:
[email protected]
Elavon (399233) Contact: Michael F. Hodge
2 Concourse Parkway Phone: 503-464-4858
Atlanta, GA 30328 Fax:

United States Email:
[email protected]
..............

Elevate Enterprises Group (485712) Contact: Christian Aragon 21650 Oxnard St Phone: 8183841212
Fax:

Woodland Hills, CA 91367 Email: [email protected]
United States
Ellte Capital Services, LLC (38740) Contact: Marios Gregoriou : 153 Parkshore Drive Phone: 916-984-8822
Suite 100 Fax: 916-985-6622
: Folsom, CA 95630 Email:

United States [email protected]
lite Merchant Solutions (38742 Contact: JustinMilmeister 6600 Sherman Way Ste #208 Phone: 818-503-4545
Fax: 818-503-4442
Van Nuys, CA 91406 Emall: [email protected]
Unlted States
Employers Choice Online inc. (440242) Contact: Jesus Ariel Lopez OSB,DBE,MBE,MIC 845 Painter Ave Phone: 562-319-0471
Suite E Fax: 562-261-1404
Whittier, CA 90605 Email: [email protected]
Unlted States
Engineering Solutions Services, Inc. ontact: Sudi Shoja, F DBE (663200) one: 949-637-14
23232 Peralta Drive Fax:

Suite 112 Email:

Laguna Hills, CA 92653 sudi@engineeringsolutlonsservices.

United States
Ephesians Community Development Phone: 10-24-8049 DBE,MBE,CADIR .... Ceter (38794)
P.O. Box 2950 Einal: [email protected]
2887 Foothill Avenue
Richmond, CA 94802
United States
rnst & Young LLP (38806 Contact: Valentin Hernandez
North Central Avenu Phone: 602-322-3614
Suite 2300 Fax: 866-877-6695
Phoenix, AZ 85004 Emall: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 16
Actuarlal Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Etairos Corp. (448666) contact: Michael Taylor CADIR,MIC hone: 951-360-0558 ext. 41
1660 Chicago Avenue, Suite P1 Fax: 951-530-8599
Riverside, CA 9250 Emall: [email protected]
Inited State:
2824 E. Foil Bolate, Inc. (661882) contact: Willam Imperia OSB,MBE hone: 626-799-801
asadena, CA 9110 Fax:
nited State Emall: [email protected]
Execution Over Theory (797874) ontact: Tanya Saracin
3579 kimball way one: 935-895-201
United SatA 94518 Email: [email protected]
cilitation, Planning and Fund D Contact: WBE
3884 Phone: 925-376-3853
Fax: 925-376-6827
Email: [email protected]
FCS GROUP (38856) Contact: ScottLester NON
7525 166th Ave NE hone: 425-867-1802
Sulte D-215 Fax: 425-867-1937
Redmond, WA 98052 Email: [email protected]
United States
FEDChex Recovery, LLC(784780) Contact: Bryan Dube
27042 Towne Centre Drive, Ste 150 Phone: 949-440-4646
Foothill Ranch, CA 9261 Fax: 949-440-4611
Jnited State: Email: [email protected]
Fieldman, Rolapp & Associates (38877) Contact: James Fabian 19900 MacArthur Blvd. Phone: 949-660-7300
Sulte 1100 Fax: 949-474-8773
Irvine, CA 92612 Emall: [email protected]
United States
First Data Merchant Services LLC Contact: Michelle James (398323) Phone: 800-735-3362
2900 Westside Parkway Email: [email protected]
Alpharetta, GA 30004
United States
First Empire securities (38893) Contact: Brlan G. Connors DBE 100 motor Parkway, 2nd Floo Phone: 631-979-0097
lauppauge, NY 1178 Fax: 631-979-0097
nited State Emall: [email protected]
First Public, LLc (38894)
12007 Research Blvd
Austin, TX 78759
United States
[email protected]
First Southwest Company (38896) Chone: 214-95-4000
325 North St. Paul Street, Suite 80
allas, TX 75201 Email: [email protected]
Jnited State:

First Southwest Company 38897)
1620 26th Street
Suite 230 South
Santa Monica, CA 90404
United States
Irstidea, Inc. (805076) Gone: 30-840-3346 6x. 201
19029 E. Plaza Dr. Suite 200
Parker, CO 80134 Fax:

United States Emall: [email protected]
PlanetBids, Inc.

City of Richmond Page 17
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
FIS (43369) Phone: 61-557 mle
113 Seaboard Lane
Suite A-250 ax: 615-665-676
Franklin, TN 37067 mall: [email protected]
United States
Florida Educational Leadership Council Contact: Manuel Ferrer (38915) Phone: 305-266-2707
14160 Palmetto Frontage Road Fax: Email: [email protected] Suite 11
Mlami Lakes, FL 33016
United States
Forte Payment Systems Inc (389257) Contact: Jami Hughes 500 West Bethany Drive Phone: 866-290-5400 ext. 721
Suite 200
Allen, TX 75012
Inited States
Foundation Consultants(38941) Contact: Jenal Morehead OSB PO Box 4224 Phone: 951-232-0632
Rancho Cucamonga, CA 91729 Fax:
: Unlted States Emall: [email protected]
Foundation for Learning in Sclence and H Contact: Barbara Ellerbrook WBE (38942) Phone: 859-519-3227
114 Dennis Drive Fax: 859-519-4984
Lexington, KY 40503-2917 Emall: [email protected] United States
FTN FINANCIAL 38958) Contact
845 CROSSOVER LANE Phone: 800-934-8988
MEMPHIS, TN 38120 Fax: -
United States Email:

GIAL.COM
Gabriel, Roeder, Smith & Company contact: Supriya Kop
(366689) hone: 248-799-900
One Towne Square, Sulte 800 Fax: 248-799-9020
Sulted States 48076 Emall:
[email protected]
GB & Associates (38994) Contact:
5327 Jacuzzi Phone: 510-527-1816
Suite 1D Fax: 510-527-1980
ichmond, CA 9480 Email: [email protected]
nited State
GAP Services, Inc. (38995) Contact: Sarah Davis OSB,DBE 7777 Greenback Lane
Suite 202
Cited Slates, CA 95610
Fax: -
Email: [email protected]
Gensler (39002) Contact:
2500 Broadway
Suite 300 Ear pal angela com
Santa Monica, CA 90404
: United States
i Capital Group (87107
139 Fresno Av
Richmond, CA 94804
Jnited State: Email: [email protected]
Gila LLC (39022) Contact: Elye Sackmary
325 Daniel Zenker Dr, Suite 3 Phone: 512-323-4223
Horseheads, NY 14845 Fax: 866-283-6484
Jnited States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 18
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Gilford Securities (39026) Contact:
2020 Maln St Phone: 949-852-7000
rvine, CA 92614 Fax: -
United States Email:
[email protected]
Gilford Securities Inc. (178507) Contact: Nader Mokri
2020 Main St. Phone: 949-852-7000
Suite 650 Fax: 949-852-7002
rvine, CA 9261
Inited State
Global Intergration (299769) Phone: b3ardman MBE
3733 Pintail Drive
Antioch, CA 9450 Fax:

Jnited States Email: [email protected]
Global Processing Systems Inc (376371) Contact: Valerie Tovali 2120 Foothill Bivd #107 Phone: 909-542-0900 ext. 8010
La Verne, CA 91750 Fax: 909-542-0909
Jnited States Email: [email protected]
oodwin Consulting Group, Inc. (3907 Contact: Susan Goodwin WBE 5 University Avent Phone: 916-561-0890
Sulte 280 Ema: 810-561-0891
acramento, CA 958
ited Stat [email protected]
ovRates, Inc. (702203
988 Varick Wa
asselberry, FL 32707240 Email: [email protected]
nited State
Graceland College Center for Learning Coote: 80-767-7645 (39080)
SkillPath Seminars
On-Site Training Department Email: [email protected]
Mission, KS 66201-0522
United States
Gradient Global Solutions Inc. (177567) Contact: Ekesha D. Woods MBE, WBE 1952 Wright Avenue Phone: 510-205-5880
Sulte 500 Fax:

Richmond, CA 94804 Email:

United States [email protected]
Grant Management Associates (662111) Contact: Kristin Carter 722 Hyer Ci Phone: 530-228-9235
Durham, CA 95938 Fax:

United States Email:
[email protected]
om
GRC Associates, Inc. (353051) Contact: John N. Oshimo
858 Oak Park Rd., Ste. 280 Phone: 626-331-6373
Covina, CA 91724 Fax: 626-331-637:

United States mall: [email protected]
Great Pacific Securities 808797) Contact: Blake Barens
151 Kalmus Drive Phone: 714-619-3000
Costa Mesa, CA 9262€ Fax: 714-619-301
Jnited States mail: [email protected]
Great Pacific Securities 859893) ontact: Garrett N
151 Kalmus Dr Ste h8 hone: 714-619-300
Costa Mesa, CA 92832 Email: [email protected]
United States
Great Pacific Securities, Inc (39091)
151 Kalmus Drive, Sulte H-8
Costa Mesa, CA 92626
United States
PlanetBids, Inc.

City of Richmond Page 19
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Greater Richmond Interfalth Program Contact: Lynna Magnuson DBE (39093) Phone: 510-233-2141ext. 303
165 22nd Street Fax: 510-965-6337
Richmond, CA 94801
Unlted States [email protected]
Greencoast Capital Partners LLC Chon: 310-548300 WBE
(39106)
15263 Mulholland Drive
Los Angeles, CA 90077-1620 Email: [email protected] United States
-
reendot (647673 one 61-9020/
165 East Foothill Bl
Pasadena, CA 91107 Email: [email protected]
United States
Gruen Gruen + Assoclates (39117 Contact: Nina Gruen OSB,WBE 564 Howard SI Phone: 415-433-7598
San Francisco, CA 94105 Fax: 415-989-4224
United States Emall: [email protected]
1885 Grant Park Lane (218173) ontact: Kenneth Harg
hone: 650-968-378
Los Altos, CA 94024 Email: [email protected]
United States
Harvey Rose Associates 300698) ontact: Amanda Gum:
1390 Market St, Ste 1150 hone: 415-552-9292 ext. 22
San Franciscp, CA 94102 Exal: [email protected]
United States
Hatchuel Tabernik and Associates ontact: Tim Taberr OSB (39163) none: 510-559-31
1516 5th Street Fax: 510-559-3166
Berkeley, CA 94710 Email:

United States
HCA Asset Management (336672)
5103 Lena Rd
#104 Fax:

Bradenton, FL 34211
United States
HEALTH ADVOCATES 209559)
: 14721 CALIFA ST
SHERMAN OAKS, CA 91411 Fax:

United States
TES.COM
Help My Community - PMB Inc. (178223)
535 Main St
Suite 318 Fax:

Martinez, CA 94553 Email:

United States
HF&H Consultants, LLC (602817) ontact: Kim Erw OSB
201 N Civic Dr, Sulte 230 one: 925-977-69
Walnut Creek, CA 94596
Unlted States
! Higgins Capital Management, Inc. Contact: Ray Higgins MBE, WBE (797083) Phone: 858-459-2993
2223 Avenida de la Playa, #210 Fax:

La Jolla, CA 92037 Email:

United States [email protected]
Higher Ground International (39199) ontact: DEBRA J. WILLIAMS WBE,DBE 1728 Sharon Court Phone: 866-214-4557
eaumont, CA 92223-859 Ema: 86-214-4557
Jnited States
[email protected]
PlanetBids, Inc.

City of Richmond Page 20
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Hinderliter, de Llamas and Associates Contact: Peggy Fickett (326552) Phone: 909-861-4335
1340 Valley Vista Drive #200 Fax: 909-861-7726
Dlamond Bar, CA 91765 Email: [email protected]
United States
HomeBase (284220) Contact: Jay Lee
870 Market Street, Sulte 1228 Phone: 415-788-7961ext. 305 San Francisco, CA 94102 Fax:

United States Email: [email protected]
lousing Authority Services (28235S Contact: Bobble Williams MBE 019 Ridgewood R Phone: 330-800-3984
Akron, OH 44313 Fax: 330-800-2090
United States Emall:
r.willams@housingauthorityservices
.com
HP Sears Account Recovery Contact: Kerl Brysor
Specialists (599143) hone: 661-283-0237
2000 18th Street Email: [email protected]
Bakersfield, CA 93301
United States
IF International (39254) Contact: ICF BDO
9300 Lee Highway
Falrfax, VA 22031
United States
ncarcerated Men Putting Awa ontact: Chaplain Earl A. Smit hildishTh (39274) hone: 415-378-839
6333 Pacific Ave. #393 ax: 209-472-06
nall: earl.smith@projectimpact.

Silted state 95207
Infra Associates (661752) Contact: Chris Margaronis
224 El Porto St Phone: 909-213-5483
Manhattan Beach, CA 9026 Email: [email protected] Inited State
infrastructure advisors (671814) Contact: NEETA RAMNATH 40 W 116th St, B1104 Phone: 201-925-1198
NEW YORK, NY 10026 Fax:

United States Email:

NEETA.RAMNATH@INFRASTRU
CTURE-ADVISORS.COM
Intentional Management In (39311) Contact: DOUGLAS SKINNEI 1534 5th St hone: 510-769-790
Alameda, CA 94501 Fax: 510-769-7920
United States Email:
[email protected]
Ivy League Consulting LLC (39357) Phone: 480-302-3860
PO Box 11037
Chandler, AZ 85248-8524 Fax: 480-302-3860
United States Email:
[email protected]
J.P. Morgan Securitles Inc. (39377) Contact:
560 Mission Street Phone: 415-315-7836
3rd Floor Fax: -
an Francisco, CA 94105-290 Email:
nited State samira.rahmatullah@|pmorgan.com
Jabez Enterprise Group (JEGroup) Contact: Vernita Naylo WBE (358591) hone: 800-865-070
0316 and CA 9480, Fax: 800-658-0108
United States serices@ abezenterpriseroup.co
m
PlanetBids, Inc.

City of Richmond Page 21
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Jayne Williams 518256) ontact: Jayne William WBE
670 Brooklyn Avenue e: 50-27-797
Oakland, CA 94606 Emal: [email protected]
United States :

Jefferson Solutions, Inc. (369324) Lone: 678481-78 Corona 14 Brittany Oaks :

Clifton Park, NY 12065 Email: [email protected]
United States
JGS Performance Solutions, LLC ontact: Sam Irelar
(39423) hone: 202-470-273
8916 Seven Locks Road Fax: 202-470-2734
Bethesda, MD 20817 mail: samireland@/gs
United States olutions.ne
1010 ly (620341) 470
C-242
Oakhurst, CA 95602
United States
JL TEAMWORKS (310212)
651 N. CHEROKEE LANE . 230
STE B2 Fax:
... LODI, CA 95209 Emall:

United States [email protected]
Johnson & Assoclates LLC (39445) Contact: Douglas Johnson, : 5800 Stanford Ranch Road President
Sulte 420 Phone: 916-630-1990
Rocklin, CA 95765 Fax: 916-630-1995
United States Email: brianna@johnson-
assoclates.com
Jones Lang LaSalle Americas, Inc. ontact: Vice Presider 285461) hone: 202-719-500
2020 K St. NW, Ste 1100 Fax: 312-601-1110
Washington, DC 20006 Email: [email protected]
United States
JP Morgan Securities 276278) Contact: Nick Witry
560 Mission Street Phone: 415-772-2909
Ste 2400 Fax:

San Francisco, CA 94105 Email: [email protected]
United States
JPMorgan Chase & Company (639259) Contact: Jose Ibarra
560 Mission Street Phone: 415-315-8828
San Francsico, CA 94105 Fax:

United States Emall:
[email protected]
JT2 Integrated Resources (155896) Contact: Wayne Pettit MBE 5820 Stonreldge mall Road Phone: 925-556-7012 ext. 6800 leasanton, CA 9458 Email: Vps-0)2.com
nited State
Judith R. Carey 39466) ontact: Judith R. Car WBE
2828 Ladoga Ave. толе: 562-335-24
Long Beach, CA 90815 x: 562-421-209
United States nail: [email protected]
Kal Krishnan Consulting Services, Inc. ontact: Carol Wol OSB,DBE (39481) one: 510-465-9800
300 Lakeside Drive, Suite 220 Email: carol. [email protected] Oakland, CA 94612
United States
KDJA SERVICES LLC (245000) ontact: Karen Adam
223 Cynthia Avenue hone: 888-551-022
Vallejo, CA 94589-2090 Fax: 888-551-0686
United States Emall: [email protected]
PlanetBids, Inc.

City of Richmond Page 22
Actuarlal Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Kelstin Group Inc, (417589) Come: P240- OBten
460 Union Ave #C
Fairfield, CA 94533 Email: [email protected]
United States
Kelstin Group, Inc. (784023) Contact: Kelly Parsons-O'Brien PO Box 150 Phone: 707-429-3211 ext. 103
airfield, CA 9453 Fax: 800-479-4946
nited State Emall:
[email protected]
Kennedy Wilson Properties, Ltd Gone: 510-90B-s0ghton
(326849)
1860 Howe Ave Fax:

Suite 210 Email:

Sacramento, CA 95825 [email protected]
United States
Keyser Marston Associates, Inc. Contact: Timothy Kelly
(39509) Phone: 415-398-3050
160 Pacific Ave Ema 415-397-5065
San Francisco, CA 94111
United States [email protected]
Kforce Inc. (201016
500 N. Brand Bivo
Suite 800
Glendale, CA 91203 Emall: PRata|[email protected]
United States
Kibel Green incorporated (220510) Contact: James Maddo:
2001 Wilshire Bivd. Phone: 310-829-025:

Ste. 420 Fax: 310-453-6324
Sulte Stalea, CA 90403 Email: [email protected]
Kinsell, Newcomb & De Dios, Inc. Contact:

Phone: 858-793-5900
500 W. Santa Ana Blvd. Email: [email protected]
Santa Ana, CA 92701
United States
NN Puble Finance, LLC (261906 Contact: Ellen Hall OSB
2054 University Avenue, Suite 30 Phone: 510-208-8204
erkeley, CA 9470 ax: 510-208-828
Inited State mail: [email protected]
Kosmont Companies 315510) Contact: Christine Rodgers
865 S. Figueroa Street, Sulte 3500 Phone: 213-417-3337
Los Angeles, CA 90017 Fax:

United States Email: [email protected]
KPMG LLP (646687) Contact: Martin van Flee
550 S Hope St Ste 1500 hone: 213-593-667
Los Angeles, CA 90071 Fax:

United States Email: [email protected]
Laura Cole-Rowe (39586) WBE
1107 Park Lane
Sulsun City, CA 94585
United States mail: [email protected]
Cone: a 50-9023
cramento, CA 958 Fax:
ited Stat Email: [email protected]
Lensultants (5382g Municipal
Dad, CA 94609 Fax:

Email:

United States [email protected]
PlanetBids, Inc.

City of Richmond Page 23
Actuarial Services RFP, bldding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
ehman Brothers Inc. (39613 Contact: Jackle Shen
55 Californla St. Floor 4 Phone: 415-274-5546
San Francisco, CA 94104
United States Email: [email protected]
Lemore Services (39615) Phone: 0-766-8960 WBE
1049 Camino Del Mar
Suite 11 [email protected]
Del Mar, CA 92014
United States
Leptien, Cronin, Cooper, Morris & contact: Sharon Hoffmar :

Poore (39621) hone: 925-228-421:
930 Estudillo Street Fax: 925-228-4638
Martinez, CA 94553-1620 Ine.cor. sharon.hoffman@lcc-
United States
LeSar Development Consultants Contact: Jennifer LeSar
(631449) Phone: 619-236-0612ext. 10'
404 Euclid Ave., Ste. 212 Fax: 619-236-0613
San Diego, CA 92114 Email:

United States [email protected]
Linea Solutions 832479) Coote: :73944-8Bodgso
4551 Glencoe Ave
Suite 140 Fax:

Marina del Rey, CA 90292 Email: [email protected] United States
.....

Linebarger Goggan Blair & Sampson, Contact: MICHELLE FRANCO LLP (39641) Phone: 512-447-6675 ext. 3864
P.O. Box 17428 Fax: 512-447-8791
•• Terrace II, 2700 Via Fortuna Dr., suite 500
Email: [email protected]
Austin, TX 78760
United States
Lisa's Word Processing and Consulting Contact: Lisa Harper WBE Services (39647) Phone: 707-637-4087
.. • 1617 Pear Tree Lane Fax:

Napa, CA 94558 Emall: [email protected]
Unlted States
LISG (39648) Contact: Mary Paumen
1825K Street NW Phone: 202-739-0887
Washington, DC 20006
United States Email: [email protected]
Livery Management Consultants Contact: Kato Murray
(651482) Phone: 603-459-9412
83 Hanover Street Fax:

Suite 24 Email: kato@|mc.group
Manchester, NH 03101
United States
Living Benefits Inc. 282400) Contact: Roberta Raasveld OSB,WBE 1319 Stratford Ct Phone: 858-350-7539
: Fax: 8583509867
Del Mar, CA 92014 Email:

United States [email protected]
: oop Capital Markets, LLC. (3966C Phone: 3124913442
00 W. Jackson Biv
Suite 1600
Chicago, IL 60606
United States
LORETTA ROUSHION (39661) Contact: WBE
1930 PENNSYLVANIA AVENUE Phone: 510-506-1554
RICHMOND, CA 94801-2512
United States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 24
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
LTD Global, LLG (315594) Contact: Lili Tarachand DBE,BE,WBE 7901 Stoneridge Dr Phone: 925-598-0056 ext. 201
Suite 507 Fax:

Pleasanton, CA 94588 Email:

United States [email protected]
Luna Group (39673) ontac WBE
2601 Hilltop Drive, #1124 one: 925-367-196
Richmond, CA 94806 Fax: -
United States Emall: [email protected]
V Consulting, LLC (39679 Contact: MICHELLE CHENAULT MBE,WBE 118 Willard Ave Phone: 510-778-9098
Richmond, CA 94801 Fax: 510-404-5262
United States Email:
[email protected]
M.Cubed (335368) OSB
2655 Portage Bay Ave Suite 3
Davis, CA 95616 Fax:

United States Email: [email protected]
Macias Consulting Group (39695) Contact: Christine Gonzalez OSB,MBE Macias Consulting Group Phone: 925-395-2842
3000 S Street Fax: 925-274-3819
Shite Sat, CA 95818 Emall:
[email protected]
Macias Gini & O'Connell LLP (241897) contact: Linda Mat 3000 S Street hone: 916-642-701:

Suite 300 Fax: 916-290-1804
sacramento, CA 95816 Email: [email protected]
United States
Main Hire Stafting & Outsourcing Contact: Michael Main
(537511) Phone: 4242022102
1443 East Washington Blvd
238
asadena, CA 9110
nited State
Management Partners, Inc (179737) Contact: Jeri Beckstedt 1730 Madison Road Phone: 513-861-5400
Cincinnati, OH 45206 Fax: 513-861-3480
Jnited State: Email:

İ[email protected]
Contact: Marlana Moore
Phone: 707-334-2477
Fax: 866-632-0235
United States Email:
[email protected]
Mark E. Folsie (39738 Contact: Mark E. Folsle MIC
630 Jordan Av Phone: 510-237-2556
El Cerrito, CA 94530 Email: [email protected]
United States
WBE
United States Email: [email protected]
lashariki Kurudisha (39751 Contact: DBE
071 San Pablo Dam Rd #40 Phone: 510-334-3702
El Sobrante, CA 9480 Fax: 410-362-2786
Jnited State: Email: [email protected]
Contact: Pamela L. Kel MBE, OSB,WBE
none: 510-835-90-
Oakland, CA 94612 Fax: 510-835-2647
United States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 25
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 :

Vendor Notifications
MAXIMUS Consulting Services, Inc. Contact: Tere Ramserra (39766) Phone: 703-251-8500 ext. 1020
3130 Kilgore Road •ax: - :

Suite 400 Email: [email protected]
Rancho Cordova, CA 9567
Jnited State:

MAXIMUS, ING (39767) Contact: Steve Oppenheim
4320 Auburn Blvd. Phone: 916-485-8102
Suite 2000 Fax: 916-485-0111
Sacramento, CA 95841
United States [email protected]
MCG & Associates (784478)
2390 Crenshaw Blvd., Ste 441
Torrance, CA 90501 Emal: [email protected]
Unlted States
McKenzle River Insights (39800) Contact: Jose Ortal
P.O. Box 413 Phone: 541-822-3941
Blue River, OR 97413 Fax: -
United States Email:

[email protected]
om
erchant Services (19518 Contact: Brian Belknap
-01 Willow Pass Road #7 Phone: 925-849-3700 ext. 102
Concord, CA 94520 Fax: 925-849-3737
••••• United States Email:
[email protected]
Merchant Services 316067) Contact: James Minor
9012 Research Drive Phone: 949-861-4000 ext. 7711
Suite 200 Fax:

Irvine, CA 92618 Email:

United States [email protected]
Merchants Group Inc (39816) Contact: TANZEEL MERCHANT
8303 Southwest Freeway Phone: 713-981-5500
Suite 855 Fax: 713-981-5507
Houston, TX 77074 Email: [email protected]
United States
Merill Lynch (39818) Contact:
: 1995 University Ave. #400 Phone: 510-549-4020
Berkeley, CA 94704 Fax: 510-269-4737
United States Email: [email protected]
Merrill Lynch (39822) Contact: Neville Richardson
! 1995 University Ave Phone: 718-288-0859
Berkeley, CA 94701 Fax: --
United States Email:
[email protected]
eta Housing Corporation (435822 Contact: Aaron Mandel
640 S. Sepulveda Blvo Phone: 310-575-3543 ext. 10g
Suite #425 Fax:

Los Angeles, CA 90025 Emall: [email protected]
United States
metropolitan research and economics Contact: Davld Bergman OSB (39840) Phone: 310-991-9585
3308 Helms Fax: -
culver city, CA 90232 Email:
: United States [email protected]
Metta International Incorporated Contact: Ann Krilanovic (291513) Phone: 415-452-8664
1973 MAllister Street Fax:

San Francisco, CA 94131 Email:

United States [email protected]
PlanetBids, Inc.

City of Richmond Page 26
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
İlestone Consulting (41527 ontact: Casey McFa
3375 Ventura Bl hone: 310-920-064
Tarzana, CA 91356 Fax:

United States Email:
[email protected]
Milliman, Inc. (366934)
2400 E. Katella Ave.

Sulte 660
Anaheim, CA 92806 mall: [email protected]
United States
Chone: 4-720-080s
orona del mar, CA 9262 Email:
inited State [email protected]
Mischler Financial Group, Inc. (407508) Contact: Brittany Razzlanc 1111 bayside drive Phone: 949-720-0640
suite 100 Fax:
corona del mar, CA 92625 Emall:

United States [email protected]
AL Stern & Co. (39884 ontact: Samir Dut
921 Palomar Oaks Wa hone: 760-310-381
Suite 310 Fax;
Carisbad, CA 92008 Email: [email protected]
United States
Money Control, Inc (39904 Contact: Tom Tate
7891 Mission Grove Parkway So. #/ Phone: 951-789-8111
iverside, CA 9250 Fax: 951-789-8121
nited State Email: [email protected]
Montague DeRose and Assoclates Contact: Josepha Miller
(325808) Phone: 925-256-9797
2175 North California Blvd., Suite 745 Fax:

Walnut Creek, CA 94123 Email:

United States [email protected]
Monterey Financial Services LLG Contact: Gina Frame
(778633) Phone: 760-639-3588 ext. 1007
4095 Avenida de la Plata Fax:

United Sla, CA 92056 Email:
[email protected]
Morgan Keegan & Company, Inc. Contact: ROSA L, SCHULTE
Phone: 949-365-5850
28202 Cabot Rd., Suite 300 Fax: 949-365-5860
Laguna Niguel, CA 92677 Email:

United States [email protected]
MORGAN STANLEY (271712) Contact: FREDERICK FONG
28202 CABOT ROAD #500 Phone: 800-272-9340
LAGUNA NIGUEL, CA 92677 Fax:

United States Email:

[email protected]
Moss Adams LLP (39925) contact: Katie Soderber
999 Third Ave, Ste 2800 hone: 206-302-622
Seattle, WA 98104 Fax: -
United States Email:
[email protected]
Mse Group (39940) ontact: Dela Murph DBE
302 Pendleton Way hone: 510-383-960
oakland, CA 94621 Fax: -510-383
United States Email: [email protected]
/SL& Company (654494 Contact: Macy Leung OSB,MBE,WBE
65 11th Stree Phone: 415-910-8867
San Francisco, CA 94103 Fax:

United States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 27
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
SW Consultants (383625
41760 Ivy S
Sulte 203
Murrieta, CA 92562
United States consultants.com
MUFG Union Bank, N.A. (41107)
200 Pringle Ave
Ste 250
Walnut Creek, CA 94596
United States [email protected]
Municipal Auditing Services LLC contact: Kevin Welgar
(231688) hone: 559-277-599
PO Box 3465 Fax: 559-277-5929
Pinedale, CA 93650 Email: [email protected]
United States
Municipal Resource Group LLC Contact: Tom Sinclair
(316653) Phone: 530-878-9100
PO Box 4882 Fax: 530-878-9100
Auburn, CA 95604 Emall:

United States [email protected]
om
Municipal Resource Group, LLC Contact: Michael Oliver
675 Hartz Avenue Suite 300 Fax: 925-314-3814
Danville, CA 94526 Email:

United States [email protected]
MuniServices, LLC 39947) Contact: Patricia Duni
7625 N. Palm Avenue Phone: 800-800-8181 ext. 685:

Suite 108 Fax: 559-312-2852
Fresno, CA 93711 Emall:

Unlted States [email protected]
mutima imani (39953) Contact: mutima iman WBE
po box 20266 Phone: 510-205-4069
oakland, CA 94620 Fax: 510-434-0832
United States Email: [email protected]
Mutual Securitles, Inc. (39954) Contact: Michael Hines
220 Park Ave, Ste: 1 Phone: 949-715-5515
Laguna Beach, CA 92651 Fax: -
United States Email:
[email protected]
Mutual Securities, Inc. (141912)
220 Park Avenue
Lunited Stalach, CA 92651 Email:
[email protected]
MWIDM Inc. (755766) Phone: 02801004
1445 City Ave
Suite 10B Fax: 302-298-0102
Wynnewood, PA 19096 Email: [email protected]
United States
NATIONAL COMMERCIAL SERVICES ontact: Patti Lee-Crawfor OSB (39965) hone: 818-701-440
6644 VALJEAN AVENUE Fax: 303-366-3306
STE 100 Email: [email protected]
VAN NUYS, CA 9140€
United States
National Council of Crime and Contact:

Delinquenc 224576) Phone: 510-208-0500
Fax:

Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 28
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Nationwide Credit Inc (147678) Contact: Kyle Quanbeck
3835 N Freeway Blvd Phone: 607-621-4374
#100 Fax:

Sacramento, CA 95834 Email: [email protected]
United States
3205 emula Privace Group 39977) Chone: 80067-7557 Phone: 800-676-7516 Fax: 951-296-1998
Temecula, CA 92592 Email: [email protected]
United States
NCCI (56042) Contact: DavidRainbolt MBE
14 Orchard Rd Phone: 949-297-5330
suite: 200 Fax: 855-395-6034
_ake Forest, CA 92630 Email:

United States [email protected]
et Gain Marketing (3999 Contact: Alex Cimoch
Phone: 267-736-7608
Collid Sated, N 08108 x: 866-848-91
nail [email protected]
2130 Columba SteNC (40000) Gone: t1o23a Montess
United sial CA 92101 Email:
[email protected]
Newell Real Estate Advisors (40006) OSB
228 Hamilton Ave
Palo Alto, CA 94301 Emal: [email protected]
United States
NHA Advisors, LLC (325233) ontact: Crag r
4040 Civic Center Drive one: 415-785-20
Suite 200 Fax: 415-506-3401
San Rafael, CA 94903 Email: [email protected]
United States
NovaRest, Inc. (366601) Cone 200 7248
156 W Calle Gujja
Suite 200 Fax: 772-673-0318
Sahuarita, AZ 85629 Emall: [email protected]
United States
Jovavia Solutions (232556 ontact: JD Marguli
863 Birch Court, Suite hone: 510-999-684
Oakland, CA 94618 Fax:

United States Email: [email protected]
201 NO Drive, Suite 255 Contact: Sara Rhodes
Phone: 925-934-8060
Wiled Slick, CA 94598 ax: 925-939-545
mail: [email protected]
Oakland Private Industry Council Contact: Pam Salsedo
(243639) Phone: 510-768-4403
1212 Broadway, 3rd Floor Fax:

United StadA 94612 Email: [email protected]
OMNI Consulting Solutions (518543 Contact: Tim Vansant
222N. Sepulveda Bive Phone: 614-370-6171
Fax:

SA 200, CA 90215 Email:
[email protected]
Opal Quality Systems Management Phone: 510-895-532 DBE,WBE (40114)
734 Martin Luther King Jr. Wa Fax:
akland, CA 9461: Email: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 29
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 :

Vendor Notifications
115 Broadmolice Co. Inc. 131378) Contact: Scott Dorsey
Phone: 631-425-8547
Melville, CA 11747 Email: [email protected]
United States :

Otero-Millch and Associates (40123) Contact: Dan Millch OSB 2692 Magellan Lane Phone: 858-350-0615
Vista, CA 92081 Email: [email protected]
United States
Outsourcelt, Inc. (40126) Contact:
25954 Eden Landing Road Phone: 510-781-5138
2nd Floor Fax: 510-781-5108
Hayward, CA 94545 Email: [email protected]
United States
Ovations Food Services, LP (40127) Contact: Charles Lawrence 18228 US Highway 41 North Phone: 813-948-6900
: Lutz, FL 33549 Fax: 813-948-6565
United States Email:
[email protected]
Pacific Crossing, LLC. (40138) Contact: Danielle Cattaneo WBE 95 Argonaut Phone: 949-679-2588
Suite 100 Fax: 949-266-8889
Allso Vlejo, CA 92656 Emall:

United States [email protected]
PARS (40174) Contact:
5141 Californla Avenue, Sulte 150 Phone: 800-540-6369
Irvine, CA 92617 Fax: -
United States Emall: [email protected]
Pathways Consultants (40185) Contact: Kim Coulthurst WBE 2443 Wilbur Street Phone: 510-701-2966
Oakland, CA 94602 Fax: -
United States Email:
[email protected]
Peak Allied Solutions, Inc. (442956) Contact: Michelle Labriola WBE 9126 Inspiration Dr Phone: 303-905-6093
Parker, CO 80138 Fax:

United States Email: [email protected]
Penn Credit Corporation (40207) Contact: Rhett Donagher 916 South 14th Street Phone: 717-238-7124ext. 3003
Harrisburg, PA 17104 Fax: 717-238-0901
United States Email:
[email protected]
Persolve LL-Legal-Series 2(40214) ontact: BIll R Finle
hone: 818-534-312
Catson, A 9131 Sule B Email: [email protected]
United States
Peter Croswell (40217) Contact
406 Winners CIrcle hone: 502-848-882
Frankfort, KY 40601 Fax:

United States schile cones@roswell
... PFM Swap Advisors LLC (328119) Contact: Brooke Roat:

Two Logan Square Phone: 215-567-6100 ext. 141
Suite 1600 Fax:

Philadelphia, PA 19103 Email: [email protected]
United States
Philip Sparks Consulting Services Contact: Phllp Sparks DBE (40229) Phone: 916-752-208
10299 İzzy Way -ax: 916-897-816
Elk Grove, CA 95757 Email:

United States [email protected]
PlanetBids, Inc.

City of Richmond Page 30
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Pinnacle Actuarial Resources, Inc. Contact: Carol Corkill (40235) Phone: 309-807-2300 ext. 306
109 Cornelius Driv Fax: 309-807-2301
loomington, IL. 6170 Email:

United States [email protected]
Pinnacle Recovery 564593) contact: Mark Fische OSB
PO Box 130848 hone: 310-433-600
Carlsbad, CA 92013 Fax:

United States Email:
[email protected]
PIPER JAFFRAY & CO. (40241) Contact: VICTOR UME-UKEJE
345 CALIFORNIA ST Phone: 415-984-5192
SUITE 2400 Fax: 415-362-3100
SAN FRANCISCO, CA 94104 mail: victor.e.ume
United States [email protected]
PJ Thomas (40243) Contact: Peggy Thomas WBE
31 Ishi Circle Phone: 916-204-8274
Sacramento, CA 9583 Fax: -
Jnited State Email: [email protected]
PlaceWorks (40953) fontact: Katie Hollenbaugh
1625 Shattuck Avenue, Suite 300 Phone: 510-848-3815 ext. 328 Berkeley, CA 94709 Fax: 510-848-4315
United States Email:
[email protected]
Poder Solutions, LLC (40259) Contact: Michael Rubic
1370 3rd Street #102 hone: 510-682-6711
Alameda, CA 94501 Email: [email protected]
United States
Precious Gleaning, Inc (239909) Contact: Constance Maria Dougla: MIC 1122 40th Street Ste. 10€ hone: 510-788-4389
Emeryville, CA 94608 Fax: 510-788-4389
United States Emall:
[email protected]
Precision Material Management, LLC Contact: Jason Johnsol (476683) hone: 800-340-0128
201 S. Lake Ave Fax:

Pasadena, CA 91101 Email: [email protected]
United States
Pro Forma Advisors (654662) Contact: Robert Chickering
68 Turrini Circle Phone: 925-548-5533
Danville, CA 94526 Fax: 925-984-2934
United States Email:

Bob. Chickering@ProFormaAdvisors
.com
Property Analysis Consulting (311787) ontact: Lols A. McKnig MBE.WBE 20701 Sandpiper Lane one: 714-785-989
United Sat Beach, CA 92646 Fax: 714-843-9282
Email: [email protected]
Public Resources Advisory Group Contact: Jocelyn Mortenser (325511) hone: 510-339-3212
Suite Mountan Bid. Fax: 510-281-6815
Emall:
akland, CA 946 [email protected]
ited State
Public Sector Personnel Consultants Contact: Matthew Weatheris (296336) Phone: 888-522-7772
1215 W Rio Salado Parkway #109 Ema 180-970-6019
Tempe, AZ 85281
United States mweatherly@compensationconsultin
g.com
PlanetBids, Inc.

City of Richmond Page 31
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
R Mo LLC (326947 Contact: Ranjani Mohan
2303 Camino Ramon, sulte 102 hone: 925-244-0800
San Ramon, CA 94583 Fax: 888-214-2241
United States Email: [email protected]
Rachel Lanzerotti Consulting (40384) WBE
203 Gates Street Coote: 415-710-7407
San Francisco, CA 94110
United States Email: [email protected]
RADgov, Inc. (306662)
6750 North Andrews Ave.

Suite 200 Fax: 954-938-2004
Fort Lauderdale, FL 33309 Email: [email protected]
United States
Rallroad Industries Incorporated Contact: ANASTACIA SULLIVAN DBE,MBE,WBE (40388) Phone: 775-329-4855
1575 Delucchi Lane, Sulte 210 Fax: 775-329-4844
Reno, NV 89502 Email: [email protected]
United States
alph Andersen & Associates (4039- Contact: Heather Renschler OSB 300 Stanford Ranch Road, Suite 4 Phone: 916-630-4900
Rocklin, CA 95765 Fax: 916-630-4911
United States Email: [email protected]
Randal K. Tillery (40396) Con: 20-017085
18647 Omega Mine Road
Jamestown, CA 9532 Email: [email protected]
Inited States
Randall Funding & Development Inc. Contact: DAN RANDALL (40397) hone: 415-785-701
4040 Civic Center Drive, Suite 200 ax: 415-785-706
San Rafael, CA 94903
United States [email protected]
Rash Curtis & Associates (779682) Chon: 07-454-200 MIC
190 S. Orchard Ave. Sulte A-200
Vacaville, CA 95688 Email: [email protected]
United States
87607) James & Assolatos, InC. Contact: Christina Hawkins 880 Carlllon Parkway
St. Petersburg, FL 33716
Unlted States [email protected]
RB Dain Rauscher 40409) Contact: Bob Williams
345 California St. Phone: 415-445-8674
28th Floor Fax: 415-445-867!
San Francisco, CA 94104 Emall: Bob. [email protected]
United States
Red Beach Advisors (703763) Contact: Raymond McKenzle OSB,DBE,MBE,MIC 2420 Mathews Ave #A Phone: 424-247-6143
Redondo Beach, CA 90278 Fax:

United States Email: [email protected]
Regional Government Services Authority Contact: Jolene Mille (403778) hone: 650-587-7300 ext. 3
P.O. Box 1350 Fax:

Carmel Valley, CA 93924 Email: [email protected]
United States
Resource Development Associates Contact: Patricia Bennett OSB,WBE (221452) Phone: 510-488-4345 ext. 101
2333 Harrison Street Fax:

Oakland, CA 94612 Emall: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 32
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
RHJ Consulting (40455) Contact: Ron Jayne
14205 Arnold Drive hone: 707-996-2145
Glen Ellen, CA 95442 Fax: 707-996-7990
United States Email: [email protected]
Rice Financial Products Company ontact: shannonbrigg:
(489869) hone: 2129089200
55 Broad Street Fax: 2129089299
Emall: [email protected]
ew York, NY 1000
Jnited State:

Rice Securities, LLC (40457) ontact: Carol Makco
208 S. LaSalle Street hone: 312-855-923
Fax: 312-855-9238
Email: [email protected]
Richmond Main Street Initiative 40464) DBE,MBE
1600 Nevin Plaza
Richmond, CA 94801
United States [email protected]
Risk and Regulatory Consulting, LLC. Contact: Jennifer Kelly 366867) 'hone: 855-246-0815
20 Batterson Park Road Fax: 860-409-4882
Sulte 280 Email: [email protected]
Fitted StaleST 06032
R862 Colorat 40925) Goons: 7224704 OSB, MBE,MIC, WB
Snited Salca, CA 90404-3637 Email: [email protected] Robert Charles Lesser & Co. (40489 -one: 10-1418009
1800 Century Park Eas
Suite 250
_os Angeles, CA 9006
Inlted States
Cone 2271633021
United States Email. [email protected]
Robert W. Baird & Co. (40497) Contact: Andrew Fass
300 University Ave Phone: 916-563-2035
Ste 200 Fax: 916-563-2050
Salted Siato, CA 95825 Email: [email protected]
Rodrick | Satre (40504 contact: Rod Satr
530 Santa Fe Ave hone: 510-232-505
Bahed Sid CA 94801-3900 Fax:

Email: [email protected]
Roger Haas Consulting (40506 Contact: Roger Haas DBE
184 Lakepark #341 Phone: 510-444-4534
kland, CA 946 ax: 866-890-466
nited Stat mail: [email protected]
Rose & Kindel (40515) Phone:: P40 lasco
900 Wilshire Bivd Suite 1030
Fax:

Los Angeles, CA 90017 Emall: [email protected]
United States
50 West Shareek Group inc. (40519) Contact: Jim Simon
Phone: 714-541-4585 ext. 120
Santa Ana, CA 92701 Fax: 714-541-1175
Jnited States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 33
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Russ Branson Consulting (848954) Contact: Russ Branson
4238 Mapel Lane Phone: 916-747-7834
Carmichael, CA 95608 Fax:

United States Email:
[email protected]
Ryan LLC (293483) Contact: Russell Lee
345 California Street Phone: 415-593-0580
Sulte 2150 Fax: 415-593-0586
San Francisco, CA 94104 Email: [email protected]
United States
Saad & Shaw - Comprehensive Fund Contact: Mel Shaw
Dev Svc (40564) Phone: 510-834-4310
360 Grand Avenue #170 Fax: 510-834-4781
Oakland, CA 94610 Email:

United States [email protected]
ally Smith (40582 Contact: SALLY SMITH WBE
750 E. Ventura Roa Phone: 760-323-8305
Palm Springs, CA 92262 Fax: 760-320-5323
United States Email: [email protected]
Sand Dollar Group, LLC (218878) contact: Paul C. Wrigh
10610 Sheldon Street hone: 510-229-938
Oakland, CA 94605 Fax:

United States Email: [email protected]
Schedule Management Corporation Contact: Daniel Crabtree Phone: 360-297-8645
11046 NE West Kingston Rd Fax: -
Kingston, WA 98346 Email:

United States [email protected]
SCI Consulting Group (596890) Contact: Blair Aas
4745 Mangels Bivd Phone: 707-430-4300 ext. 113
Falrfield, CA 94534 Fax:

United States Email: [email protected]
Seifel Consulting inc. (66105) Contact: Elizabeth Seifel WBE 580 Callfornla St. Phone: 415-618-0700
12th Floor Fax: 415-618-0707
San Francisco, CA 94104 Email: [email protected]
United States
Sequoia Financial Services (233113) Contact: Olivia Romero 600 N Brand Blvd. Suite 120( Phone: 818-409-6000 ext. 6058 Glendale, CA 91203 Fax:

United States Email:

[email protected]
m
SGN & Assoclates (273744) Contact: StephanleNegriff
9854 National Blvd. Phone: 310-876-4004
#167 Fax: 310-876-4004
Los Angeles, CA 90034 Emall: [email protected]
United States
Shaffer Psychological Institute Contact: Stuart M. Shaffer (414042)
753 W. Basin Street Ehir.Bstapygnerlegmal.com
San Pedro, CA 9073
Siebert Brandford Shank @Co. LLG Cone: 5 5247
(326591)
1999 Harrison St., Suite 2720
Unted StatA 94612 Emall: [email protected]
Signature Public Funding Corp (780563) Contact: Chris Mitchell 565 Fifth Avenue, 8th Floor Phone: 303-617-1290
New York, NY 10017 Emal: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 34
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Silver Community Development Contact: Jed Silve
Solutions, LLC (346351) Phone: 510-387-9245
PO Box 31925
Oakland, CA 94604 Email: [email protected]
United States
Simpson & Simpson (811729) Contact: Malt Henkelmann
1000 S. Fremont Ave. Unit 64 Phone: 323-304-8254
Bidg. A10 Suite 10215 Fax:

Alhambra, CA 91803 Email: [email protected]
United States
Simpson & Simpson Management ontact: Darlene Wor
Consulting (40695) hone: 626-282-894
1000 S. Fremont Ave. Fax: -
Unit #64 Suite 1100 Email: [email protected]
Alhambra, CA 91803
United States
S40702g Evashenk Consulting, Inc. ontact: Kurt Sjober OSB,DBE,WBE hone: 916-443-130
455 Capitol Mall #700 Fax: 916-443-1350
acramento, CA 9581 Email: [email protected]
nited State
smith and lehmann consulting (40711) Contact: John smith 1931 Renoir Avenue Phone: 530-575-5610
lavis, CA 9561 Email: [email protected]
Inited States
overeign Bank, N.A. (21211 Contact: Bruce Bloc
4362 N Frank Lloyd Wright Blvd, #100 hone: 480-477-789
Scottsdale, AZ 85260 Fax:

Emall:
[email protected]
Special District Services, Inc. (227109) Contact: Rick Cla 27640-105 Commerce Center Drive hone: 877-688-69:
*emecula, CA 9259 Fax: 951-763-4527
Inited States Email: [email protected]
31032 Pasco Rather 40745) WBE
San Juan Capistrano, CA 92675
United States
[email protected]
Springsted Human Capital Advisors Contact: Sunny Larser Incorporated (612443) Phone: 651-223-3001
380 Jackson Street Fax: 651-223-3002
Sulte 300 Email: [email protected]
St. Paul, MN 55101
United States
Squar Milner LLP (610797) Contact: Katherine Gough
135 Main, 9th Floor Phone: 415-781-2500
San Fransico, CA 94105 Fax:

United States Emall: [email protected]
Squire, Sanders & Dempsey (40752) contact: Robert H. Olsor One Maritime Plaze Shone: 415-393-9819
Suite 300 Fax: 415-393-9887
mall: [email protected]
Salted Stateco, CA 94111-3492
States Recovery Systems, Inc. Contact: Ray Henning
(417591) Phone: 916-631-7085 ext. 225
491 Sunrise Bl Fax: 916-329-1251
lancho Cordova, CA 9567 Email:

United States [email protected]
PlanetBids, Inc.
:
: Page 35
City of Richmond
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Sterling Co's Inc. (40785) Contact: MICHAEL
25954 Eden Landing Road PETRAGALLO
Hayward, CA 94545 Phone: 530-277-7555
United States
Stifel (393825) ontact: william blacky
30448 rancho viejo rd sto 110 lone: 949-234-23
san Juan capistrano, CA 92675 Enal: [email protected] United States
Stifel Nicolaus & Company, Inc Cone: a man
(406926)
501N. Broadway Fax:

St. Louls, MO 63012 Email: [email protected]
United States
: Strategic Economics (227520) Contact: Lauren Cabrera WBE 2991 Shattuck Ave Phone: 510-647-5291 ext. 10€
suite 203 Fax: 510-647-5295
Berkeley, CA 94705-187 Email:

Jnited State [email protected]
Sunbay LLC (458279) contact: Kris Ramar MBE, WBE
800-D, Central Ave. SW hone: 505-243-211
Albuquerque, NM 87102 Fax: 505-243-2115
United States Email: [email protected]
SunTrust Leasing Corporation (40831) Contact: Lance S. Holman ! 29883 Santa Margarita Parkway Phone: 949-713-9063
Suite 100 Fax: 949-713-9065
Rancho Santa Margarita, CA 92688 Email: [email protected] United States
Susan G Mayer (261890) Contact: Susan G Mayer
1838 Venetian Drive Pax: : 016-350-1702
Stockton, CA 95207
United States Email:
[email protected]
Swift Media, Inc. (40851) Contact: Tina Messineo OSB
300 S. El Camino Real Phone: 949-422-3946
Suite 204 Fax: -
San Clemente, CA 92672-4070 Email: [email protected]
Unlted States
Sydney Metrick, PhD (40858) Contact: SYDNEY METRICK WBE 4449 Wesley Way Phone: 510-223-3882
........... El Sobrante, CA 94803
United States Emall: [email protected]
Syntropy Trust (449856) Contact: Peter Clark
109 Park Place Phone: 510-827-7826
Richmond, CA 94801 Email: [email protected]
United States
Tamalpais Advisors, Inc. (40878) Chone: 415-331-4473 OSB,WBE 3030 Bridgeway Sulte #340
Sausalito, CA 94965 Fax: -
United States Email:
: [email protected]
: Taylor-Walker Consulting, LLC (366574) Contact: Nancy Stanley 10619 S Jordan Gateway Phone: 801-562-5748
Sulte 335 Fax:

Sauth Jordan, UT 84095 Email: nstanley@taylor-
United States walker.com
TerraVerde Energy LLC (597940) Contact: Rick Brown, PhD 700 Larkspur Landing, Suite 140 Phone: 707-953-2885
Larkspur, CA 94939 Fax:

United States Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 36
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Gone: 19-00-382041 DVB,DBE
Chula Vista, CA 91911 Fail: [email protected]
THA Architects (40917) Contact: Tim Hannor OSB
7530 Eastgate Ave. hone: 916-601-7954
Citrus Heights, CA 95610 Fax: 916-966-9206
United States Email: [email protected]
Gone: +15-282e unao
San Francisco, CA 9411 Email:

United States [email protected]
The Cadmus Group, Inc. (248231)
100 5th Ave
Suite 100 Fax:

Waltham, MA 02451 Email:

United States [email protected]
The CMI Group (281703 Contact: Kim Brinikle!
4200 Intemational Parkwa hone: 972-862-4406
Carrollton, TX 75007 Fax: 972-862-4406
United States Email: [email protected]
•
The Garden of Peace Ministries, Inc. Contact: Pastor Henry Washingtot DBE (40936) hone: 510-260-1006
4127 Wall Avenue Fax: --
San Pablo, CA 94804 Email:

United States pastorwashington@gardenofpeace
ministries.org
The Genesis Consortium (71542) Contact: Pamela Spoonel
791 North Highway 77 Phone: 972-937-5557
501C Fax:

Waxahachle, TX 75165 Email: [email protected]
United States
the lew edwards group 287060) Contact: bettye watkins
5454 broadway Phone: 510-594-0224 ext. 216
oakland, CA 94611 Fax:

United States Emall:
[email protected]
The Mercer Group, Inc. (79998) Contact: Clark Wurzberge P.O. Box 546 hone: 530-637-4559
Welmar, CA 95736 Fax: 530-637-1048
United States Email:
[email protected]
The281Group (270261) Contact: PaulLeRoy MIC
6511 Catamaran Street Phone: 408-800-2810
Fax: 408-273-6502
an Jose, CA 9511 Email: [email protected]
inited State
ierra West Advisors, Inc. (40993 Contact: Rose Acosta Yonai DBE, MBE, OSB,WE 616 East 3rd Stree Phone: 323-265-4400
Los Angeles, CA 90033 Fax: 323-261-8676
United States Email:
[email protected]
Tiny Planet Inc (125289) Chone: B2 26$
5551 Orangethorpe Ave
Ste A ax: 866 511 623
La Palma, CA 90623 mall: [email protected]
United States
TischlerBlse, Inc. (41000) Contact: Brian Jewett
sale lie Park Dive Phone: 951-719-8478
Fax: 301-320-4860
Temecula, CA 9259( Email: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 37
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
TJD Consulting (662672) contact: Timothy J. Dusel
11517 Cypress Barn hone: 210-883-740
Schertz, TX 78154-2863 Fax:

United States Email: [email protected]
TOCONIS PERSONNEL SERVICES, INC. Contact: Pamela Zoe Toconis OSB,WBE (41011) hone: 209-384-155.
2505 M Street Fax: 209-384-1588
Merced, CA 95340 Email:

United States [email protected]
TOSGA, Inc. (43314) contact: Alvin Lan OSB
535 Starboard Drive hone: 415-609-715
San Mateo, CA 94404 Email: [email protected]
United States
TransFirst LLC (231668) Contact: Aldwin Marquis
12202 Airport Way, Suite 100 Phone: 714-827-7000 ext. 330 Broomfield, CO, CA 80021 Fax: 714-827-7711
...... ... Email: [email protected]
Trilogy Capital Management, LLC. Contact: MITCH BONILLA (41069) Phone: 858-208-4540
13475 Danelson Street, Suite 220 Fax: 858-227-5088
Poway, CA 92064-8858 Email:

United States MBonilla@TrilogyCapitalManageme
nt.com
Tuseda Graggs (41091) Contact: 1094 Chesapeake Drive, WBE 5810 Panama Ave Pittsburg 94565
Richmond, CA 94804 Phone: 510-332-9455
United States Fax: --
: Email: [email protected]
: Tveter Insurance Services (292476) Contact: Clifford Tveter P.O. Box 273 Phone: 925-408-5756
Danville, CA 94526 Fax: 925-946-0762
Unlted States Email: [email protected]
Type For You Online (41095) Contact: Candice Csaky WBE
6457 Birchview Way Phone: 250-208-7909
Sooke, BC V9Z-1J9 Fax: -
Canada Email: [email protected]
U.S. Bank (316693) Contact: Donna Chu
1 Callfornla St., Sulte 350 Phone: 415-565-9017
San Francisco, CA 94111 Fax:

United States Email: [email protected]
UFI (641192) Contact: Katelyn Brewer
17821 E. 17th Street Phone: 714-923-3575
...... Tustin, CA 92882 Fax:

United States Email:
[email protected]
UltraSystems Environmental (DBE | Contact: Betsy A. Lindsa OSB,DBE, CADIR,M WBE | SBE) (255723) Phone: 949-788-4900 ext. 22 IC,WBE
16431 Scientific Way Fax: 949-788-4901
Irvine, CA 92618 Email: [email protected]
United States
Union Bank of California (41106) Contact: Andy Jereml
350 Califomia Street, 11th Floor Phone: 415-705-5043
San Francisco, CA 94104 Fax: 415-705-5052
United States Email: [email protected]
....... UnionBanc Investment Services Contact: Mark Morrissey (141867) Phone: 213-236-7070
145 South Figueroa Street, 11th Floor Fax:

Los Angeles, CA 92705 Email:

United States [email protected]
PlanetBids, Inc.

City of Richmond Page 38
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Unlimited Educational Solutions (41118) Contact: Nafeesh llah WBE 4800 Hershey Court Phone: 510-821-4426
Richmond, CA 94804 Fax: -
United States Email:

[email protected]
US Tech Solutions, Inc(200808) Contact: SK ASIF UDDIN MBE 10 Exchange PI, Sulte # 1820 Phone: 201-613-5179
Jersey City, NJ 07302 Fax: 201-524-9601
United States Emall: [email protected]
Utility Services 453648) Contact: Jay Howard
4444 montgomery hone: 415-415-444
San Francisco, CA 94014 Fax:

United States Email: [email protected]
Contact: Michael Van Brun WBE
1401 N. Broadway, Sulte 225 Phone: 925-685-5900
Walnut Creek, CA 94596 Fax: --
United States Email:
[email protected]
Contact: JAIME LOFTIN
Phone: 800-786-129:
ax: 901-762-551
nail: loftin @vininasnarks.co
ech Solution Ing. (75591 fontact: Haresi
00 H Street, N.W. Sulte 4: hone: 202-644-9774 ext. 20
Washington, DC 20005 Fax:

United States Email:
[email protected]
Wahlstrom & Associates (41229) Contact: Stephen Wahistror 2140 shattuck avenue hone: 510-684-625
berkeley, CA 94702 Fax: 510-898-1778
United States Email:
[email protected]
ebb Muncipal Finance, LLC (7105€ Contact: Pam Gamble
50 McCray: Phone: 951-686-1070
Rited Seated 92506 Email: [email protected]
Wedbush Morgan Securitles (41262 Contact: Don Collins
610 Newport Center Drive Phone: 866-579-287
Fax:

Newport Beach, CA 92660 Emall: [email protected]
Vells Fargo Advisors (407419 Contact: Jacob Dresche
ONE NORTH JEFFERSON AVENUI hone: 847-572-438
MAC H0005-6D Fax:

St. Louls, MO 63103 Email:

United States jacob.drescher@wellsfargoadvisors
.com
Wells Fargo Institutional Securitles, LL Contact
(41265) hone: 916-440-413
400 Capitol Mall, Suite 702 Fax: -
Shited sate, CA 93814 Email: [email protected]
Wells Fargo Securities (243173 Contact: Readle Callahan 550 Californla Street, Floor 10 Phone: 415-396-2988
ЛАС A0112-101 Fax:

Janted Sicisco, CA 9410: Emall:
[email protected]
Western Economic Services, LLC ontact: Robert Gaudi
hone: 503-239-909
Email: [email protected]
United States
PlanetBids, Inc.

City of Richmond Page 39
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
: Whitney White (546615) Contact: Whitney White MBE,WBE 1514 Alice St Phone: 603-417-0463
Apt 46 Fax:

Oakland, CA 94612 Email: d. [email protected]
United States
Wilfong and Associates, Inc. (40940) Contact: Maria E. Canteros OSB,MIC, WBE 333 Estudilla Avenue Phone: 888-283-5810
Sulte 207 Fax: 510-352-9900
San Leandro, CA 94577 Email:

Unlted States [email protected]
Willdan Financial Services (41313) Contact: CHRIS FISHER 27368 Via Industria Phone: 951-587-3500
Suite 110 Fax: 951-587-3510
Temecula, CA 92590 mail: [email protected]
United States
Willdan Financial Services (41314) CREDEN, SCO, VICE
27368 Via Industria
Suite 110
emecula, CA 9259
Inted State
Williams Wallace Management Cons: 510-475 Marine
Consulting Services 198770)
P.O. Box 8631 Fail: [email protected]
Emeryville, CA 94662
Unlted States
Wits Solutions Inc. (757226) Gone: 0-3 kalet ext. 11
44790 Maynard Square
Suite 340 Fax:

Ashbum, VA 20147 Email:

United States [email protected]
WOLF & ASSOCIATES, INC. (41336) Contact: Eva Wolf DBE,WBE 1353 Old Temescal Road Phone: 951-254-2771
Sulte 204 Fax: -
Corona, CA 92881 Email:

United States [email protected]
World Financial Group (41344) ontact: Lisa Sehann
4120 Presidential Parkway hone: 770-256-706
Suite 200 Fax:

Atlanta, GA 30339 Emall: [email protected]
United States
WQ (41351) Contact: DBE
2356 Trade Zone Bivd Phone: 415-596-1633
San Jose, CA 95131 Fax: --
United States Email:
[email protected]
Youth Finance Insitute of America Contact: Amiko Fostel (549209) Phone: 510-816-157
926 Pomona Ave. Fax:

Albany, CA 94706 Email: [email protected]
United States
Zilo International Group (613683) Contact: Milena Zllo WBE 3939 E. Arapahoe Rd Phone: 917-225-1851
Ste 210 Fax:

Centennial, CO 80122 Email:

United States [email protected]
Notfied Vendors on June 10, 2020
Using Criteria Category:
91806 - Administrative Consulting
91837 - Economy Consulting
1849 - Finance/Economics Consultin
4600 - Financial Service:

Nottiled Vendors on June 10, 2020
Using Criterla Category: PlanetBids, Inc.

City of Richmond Page 40
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Vendor Notifications
Using Criteria Category
91837 - Admiya on Consulting
91849 - Finance/Economics Consulting
94600 - Financial Services
Notified Vendors on June 10, 2020
Using Criteria Category:
91806 - Administrative Consulting
91837 - Economy Consulting
91849 - Finance/Economics Consulting
94600 - Financial Services
PlanetBids, inc.

City of Richmond Page 41
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 :

Prospective Bidders
19 Prospective Bidders
Vendor Contact Vendor Type Pre-Bid Status
Jefferson Solutions, Inc. Contact: Raymond Cerrone Bidder 14 Brittany Oaks one: 518-461-7803
Clifton Park, NY 12065 Fax:

United States Emall: [email protected]
DMullisinsurance Contact: David Mullis Bidder ...
1299 Boltonfield St. Phone: 505-988-6583
Columbus, OH 43228 Fax:

United States Emall: [email protected]
Mercer Canada Ltd. Contact: Ellse Rettinger Bidder
800-120 Bremner Boulevard Phone: 514-841-7530
Sulte 800 Fax:

Toronto M5J OA8 Emall: [email protected]
: Canada
Northern Consulting Actuaries, Inc. Contact: Jim van Iwaarden Bidder 100 Pine Street Phone: 415-678-1983
Sulte 1250 Fax:

San Francisco, CA, CA 94111-5234 Email: [email protected] United States
Lauterbach & Amen, LLP Contact: Todd Bidder
668 N River Road Phone: 630-393-1483
Naperville, IL 60563 Fax: 630-393-2516
United States mail: [email protected]
Bartel Associates, LLC Phone: 0oora Bidder
411 Borel Ave, Suite 101
San Mateo, CA 94402
United States Emall: [email protected]
George & Bell Consulting Contact: Sarah Hutchinson Bidder M2-601 West Broadway Phone: 604-871-4151
Vancouver, BC V5Z 4C2 Fax:

Canada Email: [email protected]
Lotus USA Inc. Contact: Madhuri Yalamanchi OSB,MBE,MI Bidder 27125 Sierra Hwy., STE 326-A. Phone: 213-298-7100 C,WBE Santa Clarita, CA 91351 Fax:

United States Email: [email protected]
Deltek Contact: Source Management Bidder
2291 Wood Oak Dr Phone: 206-373-9500
Herndon, VA 20171 ax: 789-656-5110
United States mail: [email protected]
Prime Vendor Inc. Contact: Bid Clerk Bidder
4622 Cedar Ave. Phone: 800-746-9554
Fax: 800-746-8307
Emall: [email protected]
ovinvest In Gone: 101-10g Bidder
625 Del Amo Blv
#200 Email: [email protected]
Torrance, CA 90503
United States
Gila LLC one: 612324228r Bidder
8325 Tuscany Way
United Slate 754
Reliable Supply, Inc. ontact: Lovely Banqu Non-Bidder,
PO Box 40444 hone: 970-243-192 no
United Station, CO B1504 Emal: [email protected] communicati ons
HUB International Canada West ULC one: 0-2013 Bidder
111 Dunsmuir Street, Sulte 400
janad Enal: [email protected]
PlanetBids, Inc.

City of Richmond Page 42
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Prospective Bidders
sevenoutsource Contact: stave walse Bidder
113 Barksdale Professlonal Center hone: 315-308-7852
ewark, DE 19711-325 Fax:

Inited States Emall: [email protected]
contact: Herbert Affu Bidder
me: 202-833-645
washington, DC 20036 Fax:

Inited States Email: [email protected]
Taylor-Walker Consulting, LLG Bidder
10619 S Jordan Gateway
Suite 335 Fax:

South Jordan, UT 84095 Email: [email protected] United States
20 Band son Patry Consulting, LLC. Contact: Jennifer Kelly Bidder Phone: 855-246-0815
Suite 280 Fax: 860-409-4882
United StalaCT 06032 Email: [email protected] l
Bidder
7415 Alson Foile Boulevard, Sulle 300
dianapolis, IN 462
ited Stat Email: [email protected]
PlanetBids, Inc.

City of Richmond Page 43
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Q & A
Vendor Submit Question Answer Release Set
Date Date
Jefferson 06/08/2020 1) What are the fiscal years included in FY20/21 06/10/2020 1.1 Solutions, Inc. 7:07 AM this RFP for actuarial services for the 9:33 AM (Pacific) three Pension Plans and the OPEB (Pacific)
Plans?
Jefferson 06/08/2020 Yes, the city is requiring GASB67/68 06/10/2020 1.2 Solutions, Inc. 7:07 AM compllant valuations and reports for the 9:33 AM (Pacific) three closed pension plans. (Pacific)
• . has three closed Pension Plans -
General Pension, Garfield Pension and
:
of actuarlal valuation reports every year
for General Pension. Garfleld Pension.

Police and Fire Pension Plan that follow
GASB 67/68 standards. Is the City
requiring GASB 67/68 compliant
valuations and reports for the three
closed pension plans?
Jefferson 06/08/2020 If yes, is it the City's intent to award The city's intent is to award a single 06/10/2020 1.3 Solutions, Inc. 7:07 AM a single contract to a single firm for both contract to a single firm for both the 9:33 AM (Pacific) the closed Pension Plans and the OPEB closed pension plans and the OPE (Pacific) actuarial valuations and reporting or actuarial valuatlons and reporting would the City consider award of
separate contracts to separate firms
one contract for the GASB 67/68
Valuation of the closed Pension Plans
and a separate contract toa separate
firm for the OPE actuarial valuations
and reporting)?
Jefferson 06/08/2020 4) For what fiscal year were the last FY18/19 06/10/2020 1.4 Solutions, Inc. 7:09 AM actuarial valuations and reports for the 9:33 AM (Pacific) three closed Pension Plans and the (Pacific)
OPE Plans completed for the City?
:

Jefferson 06/08/2020 Can we receive copies of the last Files attached. 06/10/2020 1.5 Solutions, Inc. 7:09 AM valuation reports for the three closed 9:33 AM (Pacific) Pension Plans? (Pacific)
Jefferson 06/08/2020 6) What is the name of the firm that Van Iwaarden Associates 06/10/2020 1.6 Solutions, Inc. 7:10 AM completed the last full Pension Plan 9:33 AM (Pacific) valuations and reports? (Pacific)
: Jefferson 06/08/2020 7) What were the fees charged by that City OPEB Plan - $4,923, RPOA OPE! 06/10/2020 1.7 Solutions, Inc. 7:10 AM firm for those valuatlons and reports? lan - $4,852, Garfield - $2,500 9:33 AM (Pacific) Fire Person - 32-02.500, Police and (Pacific) Jefferson 06/08/2020 8) The RFP states that the Cit The Richmond Police Officers 06/10/2020 1.8 Solutions, Inc. 7:16 AM nanages fwo separate Plans foi Association OPEB Plan Is for RPOA 9:33 AM (Pacific) OPEB. What employee groups are mployees that were active as c (Pacific) participants/covered under each plan? anuary 17, 2017. The City OPEB Plan for all other employees.

Jefferson 06/08/2020 9) Is the City requesting two separate The City is requesting two separate 06/10/2020 1.9 Solutions, Inc. 7:17 AM OPE actuarial valuations and reports OPEB actuarial valuations and reports. 9:33 AM (Pacific) (one for each employee group plan? (Pacific)
PlanetBids, Inc.

City of Richmond Page 44
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Q & A
Vendor Submit Question Answer Release Set
Date Date
Jefferson 06/08/2020 10) The RFP states that "As of Januar No 06/10/2020 1,10 Solutions, Inc. 7:17 AM 7, 2017 the Richmond Police Officer: 9:33 AM (Pacific) ssociation OPEB plan was adopte (Pacific)
nd that "The City established th
secured Pension Override Specla
evenue Fund to which proceeds of
special incremental property tax levy
voted by the citizens of the City of
Jefferson 06/08/2020 11) If so, is the City requesting an No 06/10/2020 1.11 Solutions, Inc. 7:19 AM OPE actuarial valuation statement 9:33 AM (Pacific) compliant with GASB Statement No. 74 (Pacific) for the Secured Pension Override
Special Revenue Fund?
Jefferson 06/08/2020 12) When were the last full actuarlal and FY17/18 06/10/2020 1.12 Solutions, Inc. 7:19 AM report completed for the City's Other 9:33 AM (Pacific) Post-Employment Benefits plans? (Pacific)
Jefferson 06/08/2020 13) What is the name of the firm that Van Iwaarden Associates 06/10/2020 1.13 Solutions, Inc. 7:20 AM provided the most recent full actuarial 9:33 AM (Pacific) valuation and reporting for the City's (Pacific) Other Post-Employment benefits plans?
Jefferson 06/08/2020 14) Can we receive copies of the las! Files attached. 06/10/2020 1.14 Solutions, Inc. 7:20 AM full actuarial valuations and reports? 9:33 AM (Pacific) (Pacific)
Jefferson 06/08/2020 15) What were the fees charged to the The last full OPE Valuation included 06/10/2020 1.15 Solutions, Inc. 7:21 AM City for the last full OPEB actuarial both plans for $19,037 9:33 AM (Pacific) valuations and reports (Pacific)
Jefferson 06/08/2020 16) Have any subsequent interim or roll- Yes, for FY18/19. 06/10/2020 1.16 Solutions, Inc. 7:22 AM forward reports been completed? 9:33 AM (Pacific) (Pacific)
Jefferson 06/08/2020 13) What Is the name of the firm that Van Iwaarden Associates 06/10/2020 1.17 Solutions, Inc. 7:23 AM provided the subsequent interim actuarial 9:33 AM (Pacific) aluation and reporting for the City's (Pacific) ther Post-Employment benefits plans
Jefferson 06/08/2020 15) What were the fees charged to the The last full OPEB Valuation included 06/10/2020 1.18 Solutions, Inc. 7:24 AM City for the last full OPE actuarial both plans for $19,037 9:33 AM (Pacifie) valuations and reports? (Pacific)
Jefferson 06/08/2020 Tos and report suen completed roll Yos, for FY 18/19. 06/10/2020 1.19 Solutions, Inc. 7:26 AM 9:33 AM
(Pacific) (Pacific)
Jefferson 06/08/2020 17) If so, can we receive a copy of that Files attached. 06/10/2020 1.20 Solutions, Inc. 7:27 AM report? 9:33 AM
(Pacific) (Pacific)
Jefferson 06/08/2020 18) If an interim (roll-forward) report was City OPEB Plan - $4,923, RPOA OPE 06/10/2020 1.21 Solutions, Inc. 7:27 AM completed, what were the fees charged Plan - $4,852 9:33 AM (Pacific) for that report? (Pacific)
Jefferson 06/08/2020 19) What are the requirements and On as-needed basis 06/10/2020 1.22 Solutions, Inc. 7:28 AM requency of onsite consulting, meetings 9:33 AM (Pacific) and/or presentations? (Pacific)
Jefferson 06/08/2020 20) Can any meetings be performed yes 06/10/2020 1.23 Solutions, Inc. 7:28 AM using volce conference and/or web 9:33 AM (Pacific) meeting services? (Pacific)
PlanetBids, Inc.

City of Richmond Page 45
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Q & A
Vendor Submit Question Answer Release Set
Date Date
Jefferson 06/08/2020 21) Please provide Information on past www.ci.richmond.ca.us / Financ 06/10/2020 1.24 Solutions, Inc. 7:28 AM external audits of the incumbent (if any) epartment /Financial reports/CAF 9:33 AM (Pacific) required by the District Including the (Pacific) name of the external audit firm,
rocedures / experience, timing, audit
:
!
PlanetBids, Inc.

City of Richmond Page 46
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Addenda
PlanetBids, Inc.

City of Richmond Page 47
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Bid Results
. 4 Bid Results
Bidder Details
Vendor Name The Nyhart Company
Address 8415 Allison Pointe Boulevard, Suite 300
Indianapolis, IN 46250
Unlted States
Respondee Suraj Datta
Respondee Title National Healthcare Director
Phone 800-428-7106 Ext.

Emall sura)[email protected]
Vendor Type
Bid Detail
Bid Format Electronic
Submitted June 17, 202011:42:45 AM (Pacific)
Delivery Method PlanetBid 2:40 p.m.

Bid Responsive
Bid Status Submitted
Confirmation # 216183
Ranking 0
Amount $0.00
Respondee Comment
Buyer Comment
Attachments
File Title File Name File Type
City of Richmond - FINAL Clly of Richmond - FINAL.pdf Response File PlanetBids, Inc.

City of Richmond Page 48
Actuarlal Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Bid Results
Bidder Details
Vendor Name Jefferson Solutions, Inc.

Address 14 Brittany Oaks
Clifton Park, NY 12065
United States
Respondee Raymond R. Cerrone
Respondee Title CPA, CEO
Phone 518-461-7805 Ext.

Email [email protected]
Vendor Type
Bid Detail
Bid Format Electronic
Submitted June 19, 2020 10:47:00 AM (Pacific)
Delivery Method Eletronic/1:46 PM ET
Bid Responsive
Bid Status Submitted
Confirmation # 216497
Ranking 0
Amount $0.00
Respondee Comment
See attached Bid Proposal
Buyer Comment
Attachments
File Title File Name File Type
City of Richmond, CA Bid Proposal City of Richmond, CA - FINAL.pdf Response File PlanetBids, Inc.

City of Richmond Page 49
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Bid Results
Bidder Details
Vendor Name Northern Consulting Actuarles, Inc.

Address 100 Pine Street
Suite 1250
San Francisco, CA, CA 94111-5234
United States
Respondee Mark Schulte
Respondee Title Consulting Actuary
Phone 612-596-5971 Ext.
: Email [email protected]
Vendor Type
Bid Detail
i
Bid Format Electronic
Submitted June 19, 20202:26:22 PM (Pacific)
Delivery Method
Bid Responsive
Bld Status Submitted
Confirmation # 216214
: Ranking 0
Amount $0.00
Respondee Comment
Buyer Comment
Attachments
Flle Title File Name File Type
Richmond actuarial services - 2020 proposal_VIA Richmond actuarial services - 2020 proposal_VIA.pdf Response File PlanetBids, Inc.

City of Richmond Page 50
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Bid Results
Bidder Details
Vendor Name Lauterbach & Amen, LLP
Address 668 N River Road
Naperville, IL 60563
United States
Respondee Todd Schroeder
Respondee Title Director
Phone 630-393-1483 Ext.

Email [email protected]
Vendor Type
Bid Detail
Bid Format Electronic
Submitted June 19, 2020 9:03:23 AM (Pacific)
Delivery Method
Bid Responsive
Bid Status Submitted
Confirmation # 216480
Ranking 0
Amount $0.00
Respondee Comment
Buyer Comment
Attachments
File Title File Name File Type
Lauterbach & Amen - OPEB Actuarial Services _auterbachAndAmen_City c Response File Richmond_Actuary_Proposal.po
PlanetBids, Inc.

City of Richmond Page 51
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Project Evaluation
Evaluators
No Evaluators
Meetings
No Meetings
:

PlanetBids, Inc.

City of Richmond Page 52
Actuarlal Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Project Evaluation
Evaluator Forms
No Evaluator Forms
Evaluator Attachments
No Evaluator Attachments
PlanetBids, Inc.

City of Richmond Page 53
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Project Evaluation
Technical Qualifications
No Technical Qualifications
PlanetBids, Ing.

City of Richmond Page 54
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Project Evaluation
Project Evalutation Notes
No Evaluator Attachments
PlanetBids, Inc.

City of Richmond Page 55
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Project Evaluation
Project Evalutation Email
No Project Evalutation Email
.....

PlanetBids, Inc.

City of Richmond Page 56
Actuarial Services RFP, bidding on June 19, 2020 4:00 PM (Pacific) Printed 11/25/2020 Email History
Email - Q&A Notice
Date Sent 06/10/2020
o Gila LLC ([email protected]), HUB International Canada West ULC ([email protected]), Merce Canada Ltd. (rí[email protected]), DMullisinsurance ([email protected]), Prime Vendor Inc ([email protected]), Segal Consulting ([email protected]), Taylor-Walker Consulting, LLC (stanley@taylor- walker.com), Risk and Regulatory Consulting, LLC. ([email protected]), The Nyhart Company Subject Q and A Set 1
Message Q & A Set 1
Attachments
No Attachments
PlanetBids, Inc.

Richmond City CouncilMay 17, 2022

Richmond City Council
May 17, 2022