About this opportunity
AI summaryThe San Francisco City and County Employees' Retirement System seeks an onshore United States organization to provide consulting services for replacing its current Oracle and PeopleSoft pension administration system. The selected consultant will guide SFERS offsite through planning, discovery, roadmap development, SaaS development, vendor evaluation and selection, contracting, implementation mobilization support, data readiness, and implementation project oversight during a three-year contract term. Applicants must satisfy mandatory minimum qualifications and submit detailed cost estimates, including labor categories, hourly rates, and phase not-to-exceed amounts. SFERS evaluates proposals across written submissions, price proposals weighted up to 10 points based on evaluated price, and oral interviews worth 25 points for shortlisted proposers. Proposers must submit written questions by November 6, 2026, at 5:00 PM PT and deliver complete proposals by January 8, 2027, at 5:00 PM PT.
Buyer and opportunity details
- Client
- San Francisco City and County Employees’ Retirement System
Scope of work
- Current-state assessment and business process and business-rule documentation
- PAS customization/integration/interface inventory and functional and nonfunctional requirements baseline
- Strategic PAS Modernization Roadmap
- Data inventory, data-quality assessment, data remediation/readiness roadmap, and legacy decommissioning strategy
- Draft and final PAS RFP, evaluation criteria, and scoring methodology
- Evaluation and due-diligence support for PAS vendor selection
- Contract/SOW implementation requirements, acceptance criteria, and implementation oversight
- Testing/UAT readiness, data-conversion/reconciliation, go-live, post-go-live stabilization assessments, and knowledge transfer
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Price Proposal | 10 Points |
| Written Proposal - Experience of Firm and Subcontractors | 25 points |
| Written Proposal - Project Service and Approach | 25 points |
| Written Proposal - Assigned Project Staff | 15 points |
| Oral Interviews | 25 Points |
Minimum qualifications
- Completed at least two engagements within the past ten years providing public-sector defined-benefit retirement systems with PAS planning and implementation advisory services.
- Must agree to enter into a contract substantially similar to Attachment 1 or submit proposed changes by the Proposal Due Date.
- Services must be performed exclusively by personnel located within the United States.
- Proposer must be registered as a City BIDDER or SUPPLIER in the SF City Partner Portal.
- Any nonprofit Proposer must be in good standing with the California Attorney General’s Registry of Charitable Trusts.
Documents to include with your response
- Transmittal Letter / Letter of introduction and executive summary
- Written Proposal
- Fee proposal / Price Proposal in a sealed envelope
- Attachment 2: Proposer Questionnaire and References
- Attachment 6: HCAO and MCO Declaration Forms
- Documentation demonstrating each Minimum Qualification (MQ) has been met
- Revised copy of City's Contract Terms (if Proposer is unable to accept Attachment 1 as presented)
- Optional CMD LBE Forms (Attachment 3)
Key dates
- Request for Proposals Issued
- 10/30/2026
- Written Questions and Proposed Changes to City’s Contract Terms Due Date
- 11/6/2026 5:00 PM PT
- Proposal Due Date
- 1/8/2027 5:00 PM PT
- Short-Listing Notification for Oral Interviews
- 2/5/2027
- Oral Interviews
- 2/17/2027 – 3/3/2027
- Notice of Intent to Award
- 3/19/2027
- Period for Protesting Notice of Intent to Award
- Within three (3) business days of the City's issuance of a Notice of Intent to Award.
How to submit
- Method
- Electronic file via email and fee proposal in a sealed envelope
- Instructions
- Responses must be received by 1/8/2027 5:00 PM PT. An electronic file via email and a fee proposal in a sealed envelope to 1145 Market Street, 6th Floor San Francisco, CA 94103. Created using word processing software (e.g., Microsoft Word or Excel), typed in legible font with page margins of at least 0.5 inches on all sides.
Contract details
- Term
- Original term of three (3) years
- Place of performance
- Hybrid delivery model; off-site and on-site at SFERS, with all work performed exclusively within the United States.
- Insurance and bonding
- Insurance in accordance with Article 5 of Attachment 1, City’s Contract Terms; specified bond documents and/or insurance certificates and policy endorsements must be delivered within ten business days of receipt of notice of award.