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Public Higher Education Bulletin

Southern Illinois University Carbondale
RFP #L041318

Request for Proposal: Actuarial Services

Renewal Info
Published Wednesday July 13, 2022
Renewal entered into with:
Vendor: Milliman, Incorporated
Amount: An estimated $45,795
Renewal: 1st of 3, 1/1/2023 through 12/31/2024
Pricing Changes: 
Changes are according to the contract.
Service/Product Changes: 
Potential Future Renewals: $98,662
The Chief Procurement Officer for this procurement is now John Donato.
The University has taken into account 30 ILCS 575/8i of the BEP Act in conducting this renewal.

The University award process may be delayed up to thirty days as this award goes through a state approval process.

Award Info Published Wednesday November 7, 2018

Milliman, IncorporatedChicago, IL

  • Amount: An estimated $85,076
  • Terms: An estimated start date of 1/1/2019 through 12/31/2022
  • Renewals: 3 two-year
  • Potential Future Renewals: $144,457

Unsuccessful respondents (2)

Buyer for this procurement: Tina Logan, (618) 453-5751

State purchasing officer for this procurement: Steve Todt

The University award process may be delayed up to thirty days as this award goes through a state approval process.

This notice has been modified
Published Wednesday May 2, 2018
Amendment #4 has been uploaded.
This notice has been modified
Published Friday April 27, 2018
Amendment #3 has been uploaded.
This notice has been modified
Published Thursday April 19, 2018
The pre-proposal attendance sheet and Amendment #2, which contains the pre-proposal minutes and additional questions and answers, have been uploaded.
This notice has been modified
Published Thursday April 19, 2018
Amendment #1 has been uploaded.
First published Friday, April 13, 2018
Sealed proposals will be accepted below until 3:00 PM, Tuesday May 15, 2018:
At the following address:
Procurement Services
900 South Normal Avenue
Woody Hall, 4th Floor, Room 449
Carbondale, IL 62901
The Board of Trustees of Southern Illinois University, on behalf of its Risk Management Department, is seeking proposals from qualified firms to provide actuarial services beginning January 1, 2019 to December 31, 2022, with options of extending the same terms, conditions, and pricing structure for additional three 2-year periods based on continuing need, availability of funds and satisfactory service.
A pre-submission conference will be held April 19, 2018 at 10:00 AM. The call in number is 877-937-7966, passcode 1398794. Questions regarding technical requirements will not be answered during this call and should be submitted as directed in Section 1.4. This conference call is being held to discuss BEP requirements and State of Illinois requirements for submission of the solicitation only. Please have the solicitation document available for reference purposes. Attendance is highly recommended.
Registration for conducting business with the State of Illinois: (30 ILCS 500/20-43) Sec. 20-43. Bidder or offeror authorized to do business in Illinois. In addition to meeting any other requirement of law or rule, a person (other than an individual acting as a sole proprietor) may qualify as a bidder or offeror under this Code only if the person is a legal entity authorized to do business in Illinois prior to submitting the bid, offer, or proposal. The legal entity must be authorized to transact business or conduct affairs in Illinois prior to execution of the contract. Do not confuse this requirement with the Board of Elections certification. You may register to do business at
If you do $50,000 worth of business annually with the State of Illinois, including the state universities, you are required to register with the State Board of Elections and obtain from them a certificate confirming your registration. If it is discovered that the vendor is non-compliant, but made a good faith effort to comply with registration efforts prior to the date the bid or offer is due, a chief procurement officer may provide the bidder 5 business days to achieve compliance. A chief procurement officer may extend the time to prove compliance by as long as necessary in the event that there is a failure within the State Board of Elections?s registration system. Responses to Invitations to Bid, Requests for Proposals, Requests for Information, and all other types of procurement solicitations are included in the calculation of this $50,000 annual amount, whether you receive a resulting award or not. If you do less than $50,000 worth of business annually, you may be exempt from the registration requirement.
Effective January 1, 2011 communications regarding the specifications of this solicitation, which are not given in a public forum, are subject to public reporting. Questions regarding where the bid is to be mailed, the date and time of the opening or how to obtain a copy of the solicitation or any other procedural question will not need to be reported. The disclosure of the inquiries that need to be reported will include the name, address, phone number and email address of the person and firm making the inquiry. The reporting of this information will be published on the Procurement Policy Board website:
Please include your Illinois Procurement Gateway registration number. If you are not registered, it is highly recommended that you do so. You may register at You do not have to be registered at the time of bid opening to be in compliance.
PLEASE NOTE: The Procurement office will be relocating to 900 S. Normal Avenue, Woody Hall, Room 449, Carbondale, IL 62901. If you will be sending your response during the period of April 23rd-May 2nd, please contact Missy Carter at 618-453-5516 or at to confirm the delivery of your response. If you are planning on attending the public bid opening and delivering your response before 2:00, please give yourself plenty of time to locate parking for this new location.

For instructions on how to obtain a comprehensive purchase description, disclosure or contract forms, contact:
Tina Logan
Phone: (618) 453-5751
FAX: (618) 453-6714
State Purchasing Officer - Steve Todt
Submit 5 copies of the response as defined in the specifications.
The University reserves the right to accept or reject any and all responses or parts thereof.
Illinois Department of Human Rights (IDHR) eligibility number is required on all proposals, if applicable.

This transaction is subject to the State Board of Elections registration and certification requirements of Public Act 095-0971.

The State of Illinois has a policy to encourage prospective vendors to hire qualified veterans, minorities, females, persons with disabilities and ex-offenders.

Bulletin Navigation

To obtain documents, log on:
Specification Documents
  • L041318.docx (96 KB)
Other Public Documents
  • L041318Amendment1.pdf (78 KB)
  • L041318Amendment2.pdf (104 KB)
  • L041318Amendment3.pdf (77 KB)
  • L041318Amendment4.pdf (73 KB)
  • L041318BEPParticipationGoalWaiver.pdf (229 KB)
  • L041318PreProposalAttendance.pdf (45 KB)
Public Opening Documents
  • L041318BidTab.pdf (294 KB)