TRANSMITTAL LETTER FOR BOARD MEETING OF MAY 16, 2019
COMMITTEE ON PROCUREMENT
Mr. Brian A. Perkovich, Executive Director
Title
Report on advertisement of Request for Proposal 19-RFP-22 Technical Review of the Metropolitan Water Reclamation District Retiree Health Care Plan Document and the Metropolitan Water Reclamation District Retiree Health Care Trust Agreement, estimated cost $20,000.00, Account P802-11000-798200
Body
Dear Sir:
Request for Proposal documents have been prepared by the Law Department at my direction for a technical review of certain plan documents for the Other Post Employment Benefit Trust (“OPEB”), which includes the Metropolitan Water Reclamation District Retiree Health Care Plan Document (“OPEB Plan Document”) and the Metropolitan Water Reclamation District Retiree Health Care Trust Agreement (“OPEB Trust Agreement”).
The purpose of this contract is to have a qualified law firm review the District’s OPEB Plan Document and Trust Agreement for conformity with Section 9.6d of the District’s Statute, to ensure consistency of definitions and nomenclature of key terms and parties, and to confirm and ensure compliance with all relevant regulations and legal requirements.
The estimated cost for this contract is $20,000.00.
A bid deposit is not required for this request for proposal.
The Diversity Section reviewed the request for proposal and concluded that Affirmative Action Appendices A and V are not applicable for this contract.
The tentative schedule for this contract is as follows:
Advertise May 29, 2019
Proposals Received June 28, 2019
Award August 7, 2019
Completion December 31, 2019
The District’s Retiree Health Care Trust monies will be utilized to pay this expense. Funds are available in P802-11000-798200.
Requested, Mary Ann Boyle, Treasurer, MAB:st
Respectfully submitted, Darlene A. LoCascio, Director of Procurement and Materials Management