Pension Administration System Strategy, Evaluation and Procurement Consulting Services

The San Bernardino County Employees' Retirement Association (SBCERA) requests proposals from independent, vendor-neutral consulting firms to evaluate its future Pension Administration System (PAS) needs and select an appropriate solution. The chosen consultant will assess market solutions against functional, technical, implementation, support, and cost requirements; recommend a procurement approach; and assist with vendor evaluations through proposal reviews, demonstrations, interviews, reference checks, and cost comparisons. Eligibility is limited to onshore United States organizations performing work offsite. Proposers must submit an estimated timeline, broken-down fee estimates, hourly rates, conflict disclosures, sample work products, and acknowledge required agreements and insurance. Evaluation criteria include the quality and relevance of firm experience, covering PAS and public pension consulting, demonstrated results, references, and vendor neutrality. All questions are due by November 22, 2026, and proposals may be submitted digitally via email or online.