Pension Administration System

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ID: 

RFP-30-21-03

Posted: 
November 2, 2020

The State Universities Retirement System (SURS) is soliciting proposals from public retirement system implementation vendors for a fully integrated Pension Administration System (PAS). Proposals are for the development, installation, and implementation of a PAS from qualified firms with in-depth knowledge and technical expertise. The selected PAS vendor is expected to work in partnership with SURS and other third-party vendors on the project, such as those for data cleansing and conversion and project oversight and management.

All required documents needed for submitting a request for proposal (RFP) are available on the SURS website at www.surs.org. This RFP details the functional, technical and other requirements and expectations by SURS and instructs interested responders on the proposal and selection process.

Document Name Date
Pages
Pension Administration System Updated November 4, 2020
Summary of Changes
57
Functional Requirements - Microsoft Excel November 2, 2020
2
Functional Questionnaire - Microsoft Word November 2, 2020
3
Technical Requirements - Microsoft Word November 2, 2020
29
Technical Questionnaire - Microsoft Word November 2, 2020
17
Cost Worksheet - Microsoft Excel November 2, 2020
8
Question and Answer Document November 20, 2020
20
DCP Database File Layout for Question 52 November 20, 2020
1
Additional Question and Answer Document December 4, 2020
2
SURS Interfaces for Question 1 - Microsoft Excel December 4, 2020
1

Schedule

Description Date
Quiet Period Begins November 2, 2020
RFP Issued November 2, 2020
Deadline for Responder Questions November 17, 2020
Response to Questions November 20, 2020
Deadline for Additional Responder Questions December 1, 2020
Response to Additional Questions December 4, 2020
RFP Responses Due 4:30 p.m. CST January 15, 2021
Finalists Selected February 3, 2021 
Finalists' Oral Interview and Software Demonstration   February 8 - 12, 2021
Best and Final Offer February 16, 2021
Proof of Concept Process February 22 - April 2, 2021
Negotiations on Contract Items and Costs April 7 - 16, 2021 
Presentation of  Elected Responder to SURS Board June 3 - 4, 2021    
Implementation Start Date (Approximate) July 1, 2021
All dates subject to change at SURS discretion