Citrus County Actuarial Services for Other Post-Employment Benefits

Citrus County Clerk of the Circuit Court and Comptroller is seeking actuarial services for Other Post-Employment Benefits, including investment management and policy recommendations.

Citrus County Clerk of the Circuit Court and Comptroller


General
Open
RFQ 001-26
Jul 10, 2026 07:00 PM
Jun 06, 2026 12:00 PM
Request for Proposal (RFP)
Local
Original Solicitation Links
Contact
Traci Perry
+13523416464
120 North Montgomery Avenue, Inverness, FL, USA
Submission Instructions
Mail
Description

Citrus County Clerk of the Circuit Court and Comptroller is soliciting proposals for actuarial services related to Other Post-Employment Benefits (OPEB). The scope of work includes providing investment management services for the County's investment portfolio and offering recommendations on the current policy to maximize yield while ensuring the preservation of capital and liquidity. Proposals are due by July 10, 2026, at 2:00 p.m. EST. A public tally of the proposals, including the reading of scores and pricing information, will occur on July 22, 2026, at 3:00 PM EST. Both the proposal opening and the public tally will be held at the Citrus County Clerks Office Annex, Financial Services, located at 120 N. Montgomery Avenue, Inverness, FL 34450.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR703Accounting Services (NOTE: New code created for Financial Services See R710 below)
Smart Codes
actuarial servicesinvestment managementpost-employment benefits
Specifications
Service Only
Timeline
Jul 10, 2026 12:00 PM-Proposal Due Date
Jul 10, 2026 12:00 PM-Proposal Opening (optional)
Citrus County Clerks Office Annex, Financial Services
Jul 22, 2026 12:00 PM-Public Tally (optional)
Clerks Annex, Internal Audit Conference Room
Documents
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