Request for Proposal: Technology Modernization Project Manager
SamCERA seeks qualified project management consulting firms to facilitate the modernization of SamCERA’s Pension Administration Software System, focusing on efficiency, automation, and improved data management processes
Overview
San Mateo County Employees’ Retirement Association (‘SamCERA’), a
public pension system, administers a defined benefit pension plan
with net assets of $6.7 billion. SamCERA issues this Request for
Proposal (RFP) to solicit proposals from qualified project
management firm to help SamCERA undertake a comprehensive
system-wide project to overhaul and update its current pension
administration software system and document management
system.
SamCERA welcomes proposals to assist SamCERA in this project from all qualified individuals or organizations that have demonstrated excellent information technology project management consulting experience with public pension systems.
The project will include the following task areas:
- Project Management
- Business Process Reengineering
- Data Cleansing for Pension System Database
- Pension Administration Software System (PASS)
- Automation Solutions to Streamline Manual Workflows
- Cybersecurity
- IT Controls and Audit Strategy
- Status Reporting
The selected consultant(s) will assist SamCERA by advising, facilitating, monitoring and guiding the project from start to finish to ensure that these new systems and processes satisfy SamCERA’s requirements and that the project is completed on time and within budget. It is anticipated that the planning phase of the project will commence in July 2025 and the project will be completed by June 2028.
Proposal Submission Process
Proposals must be received no later than 5:00 p.m. (Pacific Time) on Thursday, April 24, 2025.
Proposals must be submitted both electronically and by mail:
- Electronic submissions should be emailed to: proposals@samcera.org
- Six (6) hard copies should be mailed/delivered to:
SamCERA
100 Marine Parkway, Suite 125
Redwood City, CA 94065
Attn: Diane Webster, Retirement Technology Officer
The schedule of RFP Events is set forth in the chart below and may be subject to change:
|
EVENT |
DATE |
|
Release of RFP |
March 27, 2025 |
|
Deadline for Written Questions |
April 10, 2025 |
|
Release of Responses to Written Questions |
April 17, 2025 |
|
Proposal Due Date and Time |
April 24, 2025 by 5:00 p.m. (Pacific Time) |
|
Proposer Presentations |
To Be Determined |
|
Announcement of Recommendation & Beginning of Contract Negotiations |
May 19, 2025 |
|
Conclusion of Contract Negotiations |
May 19, 2025 by 5:00 p.m. (Pacific Time) |
|
Last Date to Submit Protest |
May 28, 2025 by 5:00 p.m. (Pacific Time) |
| Contract Negotiations and Approval | June 3, 2025 |
| Anticipated Contract Start Date | July 7, 2025 |
More Information
The following information can be found under “Related Links” on the right side of this webpage:
- For more information and details about this request for proposal, please read the full RFP, attached as a PDF.