Oregon PERS Defined Benefit Administration Benchmarking Analysis RFP 25004 - 2025
Oregon Public Employees Retirement SystemState · Tigard, OR- Due
- Jan 7, 2026
- Deadline passed
- Posted
- Nov 19, 2025
- Contract term
- 4 years
- Primary contact
- Ryan Ellis
- (503) 603-7581
The 30-second brief
The Oregon Public Employees Retirement System (PERS) is issuing RFP # 25004 for Defined Benefit Administration Benchmarking Analysis Reports. The selected contractor will provide annual comprehensive benchmarking of PERS compared to global pension systems, including analysis of 10-15 similarly sized peer systems. The scope includes deep quantifiable analysis of staffing/resource levels, service levels, performance, complexity, and costs (per member and per activity). Requirements include at least 10 years of data history, online database access, member-focused analysis (Voice of the Customer), and industry best practices research. The initial contract term is four years with options to renew up to ten years. Proposals are due January 7, 2026, via the OregonBuys portal. A single point of contact is established with Ryan Ellis.
Annual Benchmarking Report, Industry Best Practices Research, Peer Communication Forum, Organized Conference, Online Database Access
Business Evaluation (32 points), Technical Evaluation (32 points), Cost Proposal (28 points), References (8 points implied by ranking process)
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Summary
The Oregon Public Employees Retirement System (PERS) is issuing RFP # 25004 for Defined Benefit Administration Benchmarking Analysis Reports.
The selected contractor will provide annual comprehensive benchmarking of PERS compared to global pension systems, including analysis of 10-15 similarly sized peer systems. The scope includes deep quantifiable analysis of staffing/resource levels, service levels, performance, complexity, and costs (per member and per activity). Requirements include at least 10 years of data history, online database access, member-focused analysis (Voice of the Customer), and industry best practices research. The initial contract term is four years with options to renew up to ten years. Proposals are due January 7, 2026, via the OregonBuys portal. A single point of contact is established with Ryan Ellis.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
5- Annual Benchmarking Report
- Industry Best Practices Research
- Peer Communication Forum
- Organized Conference
- Online Database Access
REQUIRED ATTACHMENTS
7- Attachment A Sample Contract
- Attachment B Affidavit of Trade Secret
- Attachment C Offeror Information and Certification Sheet
- Attachment D Reference Check Form
- Attachment E Cost Sheet
- Attachment F COBID Form
- Attachment G Tax Affidavit
REQUIRED STAFFING
Benchmarking Consultant
- Submit to
- OregonBuys portal
- Scope location
- Tigard, OR
- Reported agency
- Public Employees Retirement System
Questions about this RFP
How do I respond to this RFP from Oregon Public Employees Retirement System?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 7, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: OregonBuys portal. For questions, contact Ryan Ellis.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Oregon Public Employees Retirement System in OR, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Ryan Ellis at (503) 603-7581. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Benchmarking Consultant. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Annual Benchmarking Report, Industry Best Practices Research, Peer Communication Forum, Organized Conference, Online Database Access. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Business Evaluation (32 points), Technical Evaluation (32 points), Cost Proposal (28 points), References (8 points implied by ranking process)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Oregon Public Employees Retirement System?
All active and historical solicitations from Oregon Public Employees Retirement System are tracked and searchable. As a state agency, Oregon Public Employees Retirement System regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 4 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A Sample Contract, Attachment B Affidavit of Trade Secret, Attachment C Offeror Information and Certification Sheet, Attachment D Reference Check Form, Attachment E Cost Sheet, Attachment F. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Oregon Public Employees Retirement System for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Tigard, OR. Review the full solicitation for detailed scope requirements.