UIP Projects
RFP benefit consulting services (see below)
RFP Accounting services
financial reserve policy review
POTENTIAL EXPANSION OF CWPU UIP
subcommitte:
UIP: Jody George, UIP Chair; Shauna Cenotto, UIP Vice Chair; Natassja Ransom, Alternate Trustee, Sylvia Hubbard, Benefits Program Administrator
subcommittee purpose
To procure benefit consultant services.
deliverables
Issue RFP for benefit consultant services, set evaluation criteria, evaluate responses, and present findings to UIP trustees on July 26 or 27, 2023
for reference
Project timeline:
May 12, 2023 - Issue RFP
June 5 - Pre-proposal conference
July 3 - RFP due date
July 26|27 - Responses evaluated and presented to Trustees
September 27 - Finalist Presentations
November 30 - Selection
December 2 - Termination Notice (if Alliant is not selected)
January 31 - Contract negotiations completed
March 1 - Contract effective date
RFP issued
benefits consulting firms contacted
RESPONSES RECEIVED
finalist presentations
Alliant and Segal were provided with interview questions in advance of the finalist presentation. Follow up questions were provided to Alliant and Segal.
trustee scoring
Each member utility is asked to complete and turn in ONE score sheet no later than October 13, 2023 (to shubbard@gcpud.org). Score sheets will be compiled, and aggregate scoring will be shared during the quarterly meeting in October.
Instructions: The workbook contains a worksheet (score sheet) for each responding firm. For each firm, please enter score 1-10 in each category; enter scores in fields highlighted in yellow. You may keep track of notes supporting your scoring decision in the comments field.