RFP-30-21-03
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 | |