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File #: 20-0557    Version: 1
Type: Agenda Item Status: Adopted
File created: 7/7/2020 In control: Procurement Committee
On agenda: 8/6/2020 Final action: 8/6/2020
Title: Authority to increase the purchase order and amend the agreement with Foster & Foster Consulting Actuaries, Inc., for Actuarial Consulting Services, for Contract 15-RFP-04, in an amount of $9,500.00, from an amount of $120,700.00 to an amount not to exceed $130,200.00, Account 101-40000-612430, Purchase Order 3087003
Attachments: 1. Foster & Foster 3087003.pdf

TRANSMITTAL LETTER FOR BOARD MEETING OF AUGUST 6, 2020

 

COMMITTEE ON PROCUREMENT

 

Mr. Brian A. Perkovich, Executive Director

 

Title

Authority to increase the purchase order and amend the agreement with Foster & Foster Consulting Actuaries, Inc., for Actuarial Consulting Services, for Contract 15-RFP-04, in an amount of $9,500.00, from an amount of $120,700.00 to an amount not to exceed $130,200.00, Account 101-40000-612430, Purchase Order 3087003

Body

 

Dear Sir:

 

On July 9, 2015, the Board of Commissioners authorized the Director of Procurement and Materials Management to issue purchase order and enter into an agreement with Foster & Foster Consulting Actuaries, Inc., for Contract 15-RFP-04 Actuarial Consulting Services, in an amount not to exceed $98,700.00.

 

As of July 2, 2020, the attached list of change orders has been approved. The effects of these change orders resulted in an increase in an amount of $22,000.00, from the original amount awarded of $98,700.00. The current contract value is $120,700.00. The prior approved change orders reflect a 22.3% increase to the original contract value.

 

The implementation of GASB Statement Nos. 74 and 75 resulted in a bi-annual roll forward of actuarial information in the non-valuation year 2020. It is not cost effective to introduce a new actuary in a non-valuation year for said requested services.  As a result, a $9,500 change order and request to extend the agreement to December 31, 2020 is being requested.

 

This change order is in compliance with the Illinois Criminal Code because the change is germane to the original agreement as signed and due to circumstances not reasonably foreseeable at the time the contract was signed, and is in the best interest of the District.

 

It is hereby recommended that the Board of Commissioners authorize the Director of Procurement and Materials Management to execute a change order to increase the purchase order for the agreement in an amount of $9,500.00 from an amount of $120,700.00, to an amount not to exceed $130,200.00.

 

Funds are being requested in 2021 in the amount of $9,500.00 in Account 101-40000-612430 and is contingent on the Board of Commissioners' approval of the District's budget for that year.

 

Requested, Jacqueline Torres, Clerk/Director of Finance, JT:kp

Recommended, Darlene A. LoCascio, Director of Procurement and Materials Management 

Respectfully Submitted, Barbara J. McGowan, Chairman Committee on Procurement

Disposition of this agenda item will be documented in the official Regular Board Meeting Minutes of the Board of Commissioners for August 6, 2020

 

Attachment