HomeMy WebLinkAboutCORRESPONDENCE - RFP - 7135 ACTUARIAL SERVICES AND POLICY REVIEW GENERAL EMPLOYEES RETIREMENT PLAN (16)July 17, 2014
Milliman, Inc.
Attn: Joel Stewart
1400 Wewatta St, Suite 300
Denver, CO 80202
RE: 7135 Actuarial Services - GERP
Dear Mr. Stewart:
The City of Fort Collins wishes to extend the agreement term for the above captioned
proposal per the existing terms and conditions and the following fee schedule:
2015 Valuation, Benefit Statement & Monthly Meeting Attendance Fees
Actuarial Report * Not to Exceed $10,648.00
Personal Retirement Planning Statement * Not to Exceed $3,550.00
Attendance at Monthly Committee Meetings Not to Exceed $833.00
(effective January 1, 2015)
Monthly Meetings Attended Via Phone * Not to Exceed $444.00
* In no event shall future proposed annual fees increase exceed the Denver
Boulder Greeley CPIU as published by the Colorado State Planning and
Budget Office.
Staff Designation 2015 Rate
Joel Stewart $ 285.00
Francine Moyer $ 215.00
Katie Autoline $ 180.00
The term will be extended for one (1) additional year, July 1, 2014 through June 30,
2015.
If the renewal is acceptable to your firm, please sign this letter in the space provided
and return all documents to the City of Fort Collins, Purchasing Division, P. O. Box 580,
Fort Collins, CO 80522, within the next fifteen days.
Financial Services
Purchasing Division
215 N. Mason St. 2nd Floor
PO Box 580
Fort Collins, CO 80522
970.221.6775
970.221.6707- fax
fcgov.com/purchasing
DocuSign Envelope ID: E2F0D426-24BE-4399-BECA-54499EB593BC
If this extension is not agreeable with your firm, we ask that you send us a written notice
stating that you do not wish to renew the contract and state the reason for non-renewal.
Please contact me at (970) 221-6779 if you have any questions regarding this matter.
Sincerely,
Gerry S. Paul
Director of Purchasing and Risk Management
__________________________________________ ________________
Signature Date
(Please indicate your desire to renew 7135 by signing this letter and returning it to
Purchasing Division within the next fifteen days.)
GSP:jg
DocuSign Envelope ID: E2F0D426-24BE-4399-BECA-54499EB593BC
DocuSign Envelope ID: E2F0D426-24BE-4399-BECA-54499EB593BC
DocuSign Envelope ID: E2F0D426-24BE-4399-BECA-54499EB593BC