Provide Actuarial and Consulting Services for Jefferson Parish

Agency: State Government of Louisiana
State: Louisiana
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
  • 541990 - All Other Professional, Scientific, and Technical Services
Posted Date: Apr 1, 2026
Due Date: Apr 16, 2026
Solicitation No: JPP-SOQ-26-011
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Bid Number Description Date Issued Bid Open Date/Time
JPP-SOQ-26-011
Provide Actuarial and Consulting Services for Jefferson Parish

Original: JPP-SOQ-26-011
04/01/2026 04/16/2026
3:30:00 PM CT

Contact Information for Bid # JPP-SOQ-26-011

Department Non State - Jefferson Parish Purchasing Department
Section Jefferson Parish Purchasing
Dept Code JPP
Contact Misty Camardelle
Address
200 Derbigny St.,
Suite 4400
Gretna, LA 70053
Phone 504-364-2678
Fax 504-364-2693
Email purchasing@jeffparish.net

Attachment Preview

SOQ No. 26-011
Provide Actuarial and Consulting Services for Jefferson Parish
Submission Deadline: April 16, 2026 at 3:30 PM
ATTENTION VENDORS!!!
Please review all pages and respond accordingly, complying with all provisions
in the public notice and Jefferson Parish Code of Ordinances Section 2-926 et
seq. All submissions must be received on the Purchasing Department’s
e-Procurement site, www.jeffparishbids.net, by the SOQ submission deadline
date and time. Late submissions will not be accepted.
Jefferson Parish Purchasing Department
General Government Building
200 Derbigny Street, Suite 4400
Gretna, LA 70053
Purchasing Specialist II: Sean Dumas
Purchasing Specialist II: Sean.Dumas@jeffparish.gov
Purchasing Specialist II: (504)-364-2808
PUBLIC NOTICE
SOQ 26-011
Provide Actuarial and Consulting Services for Jefferson Parish
The Parish of Jefferson, authorized by Resolution No.148269 is hereby soliciting the submittal
of Statements of Qualifications (General Professional Services Questionnaire) from qualified
firms desiring to provide the Parish with actuarial and consulting services for Jefferson Parish,
Jefferson Parish Hospital Service District 1 and Jefferson Parish Hospital Service District 2.
(Parishwide).
Deadline for Submissions: 3:30 p.m., April 16, 2026
General
All Services are to be carried out under the direction of the Director of Risk Management, and the
Insurance Advisory and Coordination Committee, or their designated representative(s). The Firm shall
represent and remain committed to acting in the best interest at all times on behalf of the Parish of
Jefferson as its Actuarial Consultant and shall provide The Parish of Jefferson with his/her proposed
actuarial and advice on the matters listed below: or those usually implied as a prerequisite for
performance of the services whether or not specifically mentioned in this Scope of Services:
1) The parish’s total liability as of December 31 each year for all self-insured losses incurred but
not paid.
2) The amount of funding required to pay self-insured claims cost that are projected to come due
by December 31 each year.
3) The amount of funding required to pay self-insured claims cost (for all years) that are projected
to be incurred for the fiscal year January 1, through December 31.
4) The self-insured losses incurred for each fiscal year beginning January 1, 1989.
5) The potential for actual losses to vary from the actuarial estimates.
6) The adequacy of current funding levels and the amount of funds escrowed to pay current claims.
7) The efficiency and effectiveness of the parish’s current system and procedures in claims
reporting, data collection and data management.
8) The amounts and methods of recognizing general liability (including public official errors and
omissions) automobile liability and workers’ compensation liabilities in conformance with
Governmental Accounting Standards Board (GASB) rule 10.
9) At the request of the Client, consultant shall provide the following services:
A. An evaluation of the parish’s overall management of current risk financing techniques and
recommendations for improvement.
B. A review of all Parish Bond issues and certification of compliance with and for financial
institutions.
C. An Evaluation of the efficiency and effectiveness of Client’s current systems and procedures
in claims reporting, data collection and data management
D. An evaluation of current and proposed insurance policy(ies).
E. Insurance marketplace investigations.
F. Updates and verifications of building and contents replacement cost values for insurance
purposes.
G. Preparation of the Parish’s application for the Louisiana insurance Commissioner’s
Certification process relayed to its FEMA Public Assistance obtain and maintain
requirements.
Page 1 of 2
H. Managing insurance claims, including but not limited to; providing building inspections,
order of magnitudes and scoped estimates and including property related adjusting
services as needed.
I. Any other matters which may be pertinent to Jefferson Parish’s self-insured and fully
insured programs including cost and efficiency of litigation processes.
Minimum Requirements for Selection
1. The selected consultant will be a firm with at least two employees who are members of the
American Academy of Actuaries.
2. The proposal shall include identification of personnel to be involved in the project, including
their professional qualifications and experience. It shall also include a description of the
firm’s local (Jefferson and surrounding parishes) presence, including local offices, personnel,
clients, etc. and the firm’s most recent Financial Statement.
3. A list of five to eight clients for whom similar projects have been performed. Please indicate
whether the personnel involved in the Parish of Jefferson’s evaluation have had a major role
in providing these professional services.
Evaluation Criteria
The following criteria shall be used to evaluate each firm submitting a Statement of Qualifications:
Professional Training and Experience
Nature, quality and value of Prior Parish Work
Scope of Services
Past Performance of Public Contracts
Location of office
25 points;
25 points;
25 points;
15 points;
10 points;
TOTAL
100 points
The person or firm submitting a Statement of Qualification (General Professional Services
Questionnaire) must identify all subcontractors who will assist in providing professional services for
the project, in the professional services questionnaire. Each subcontractor shall be required to submit
a (General Professional Services Questionnaire) and all documents and information included in the
questionnaire. (Refer to Jefferson Parish Code Ordinance, Section 2-928)
All persons or firms (including subcontractors) must submit a Statement of Qualifications (General
Professional Services Questionnaire) by the deadline. The latest professional services questionnaire
may be obtained by contacting the Purchasing Department at (504) 364-2678 or via the Jefferson
Parish website at https://www.jeffparish.gov/468/Statement-of-Qualifications-SOQ.
Submissions will only be accepted electronically via Jefferson Parish’s e-Procurement site, Central
Bidding at www.centralauctionhouse.com or www.jeffparishbids.net. Registration is required and free
for Jefferson Parish vendors by accessing the following link:
www.centralauctionhouse.com/registration.php.
No submittals will be accepted after the deadline.
Affidavits and Insurance are not required to be submitted with the Statement of Qualifications, but shall
be submitted prior to contract approval.
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish
Council shall be brought before the 24th Judicial Court.
(Parishwide)
ADV: The New Orleans Advocate: April 1 and 8, 2026
Page 2 of 2
Statement of Qualifications
Affidavit Instructions
This affidavit is supplied as a courtesy to Affiant. It is the responsibility of the affiant to
insure the affidavit submitted to Jefferson Parish complies, in both form and content, with federal,
state and parish laws. It is the responsibility of the Affiant to submit a new affidavit if any
additional campaign contributions are made after the affidavit is executed but prior to the time the
council acts on the matter.
The Affidavit MUST comply with the following requirements to be accepted.
Must be signed by an authorized representative of the entity.
Must be notarized by a notary with proper jurisdiction who must sign and print
name, and include bar/notary number.
Location where the notarization is taking place should be filled in at the top of
the affidavit not the location of the contract services.
MUST select either Choice A or B when required.
If choice A is selected, it must include an attachment.
Affidavits with the following WILL NOT be accepted.
If both choice A and B are selected, the affidavit will not be accepted.
An affidavit marked N/A will not be accepted.
An affidavit missing attachment(s) when required will not be accepted.
An affidavit that is notarized by a notary who does not have jurisdiction in the place
where notarized or is not active will not be accepted.
Affidavits that are older than six (6) months will not be accepted.
Instruction sheet may be omitted when submitting the affidavit.
STATE OF
Statement of Qualifications
AFFIDAVIT
PARISH/COUNTY OF
BEFORE ME, the undersigned authority, personally came and appeared:
, (Affiant) who after being duly sworn by me, deposed and said that
he/she is the fully authorized
of
(Entity),
who submitted a Statement of Qualifications (SOQ) to the Parish of Jefferson to
(Briefly describe the services.).
Affiant further said:
Campaign Contribution Disclosures
(Choose A or B, if option A is indicated please include the required attachment):
Choice A
Choice B
Attached hereto is a list of all campaign contributions, including
the date and amount of each contribution, made to current or
former elected officials of the Parish of Jefferson by Entity,
Affiant, and/or officers, directors and owners, including
employees, owning 25% or more of the Entity during the two-year
period immediately preceding the date of this affidavit. Further,
Entity, Affiant, and/or Entity Owners have not made any
contributions to or in support of current or former members of the
Jefferson Parish Council or the Jefferson Parish President through
or in the name of another person or legal entity, either directly or
indirectly.
There are NO campaign contributions made which would require
disclosure under Choice A of this section.
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03/25
This page summarizes the opportunity, including an overview and a preview of the attached documents.
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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