San Francisco Employees' Retirement System - Consulting Services for Pension Administration System (PAS) Replacement RFP, 2026
San Francisco Employees' Retirement System (Sfers)Special District · San Francisco, CA- Due
- Jan 8, 2027
- 63 days left
- Posted
- Oct 30, 2026
- Contract term
- 3 years
- Primary contact
- Information Systems Director
- (415) 487-7016
The 30-second brief
The San Francisco City and County Employees’ Retirement System is seeking proposals for professional consulting services to assist with the strategy, discovery, procurement, and implementation oversight of a new Pension Administration System (PAS). The selected consultant will serve as an independent strategy and implementation advisor to replace the existing heavily customized PeopleSoft-based PAS with a modern, secure, scalable, SaaS-based platform incorporating process automation, member self-service, Robotic Process Automation, and AI-driven capabilities. Services include planning, discovery and documentation, strategic modernization roadmap development, SaaS-based PAS RFP development, vendor evaluation and selection support, contracting and implementation mobilization support, data readiness and migration planning, and implementation oversight and advisory. The submission deadline is January 8, 2027, at 5:00 PM PT. Written questions are due by November 6, 2026, at 5:00 PM PT. The anticipated original contract term is three years, with an option to extend for three additional years for a total of six years.
Experience of Firm and Subcontractors (25 points), Project Service and Approach (25 points), Assigned Project Staff (15 points), Written Proposal (65 points total), Price Proposal (10 points), Oral Interviews (25 points)
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Summary
The San Francisco City and County Employees’ Retirement System is seeking proposals for professional consulting services to assist with the strategy, discovery, procurement, and implementation oversight of a new Pension Administration System (PAS).
The selected consultant will serve as an independent strategy and implementation advisor to replace the existing heavily customized PeopleSoft-based PAS with a modern, secure, scalable, SaaS-based platform incorporating process automation, member self-service, Robotic Process Automation, and AI-driven capabilities. Services include planning, discovery and documentation, strategic modernization roadmap development, SaaS-based PAS RFP development, vendor evaluation and selection support, contracting and implementation mobilization support, data readiness and migration planning, and implementation oversight and advisory. The submission deadline is January 8, 2027, at 5:00 PM PT. Written questions are due by November 6, 2026, at 5:00 PM PT. The anticipated original contract term is three years, with an option to extend for three additional years for a total of six years.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
6- Attachment 1: City's Contract Terms
- Attachment 2: Proposer Questionnaire and References
- Attachment 6: HCAO and MCO Declaration Forms
- Transmittal Letter
- Written Proposal
- Price Proposal
- Submit to
- https://mysfers.org/about-sfers/request-for-proposal/
- Duration
- 72 months
- Scope location
- San Francisco, CA
- Reported agency
- City and County of San Francisco
Questions about this RFP
How do I respond to this RFP from San Francisco Employees' Retirement System (Sfers)?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 8, 2027. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://mysfers.org/about-sfers/request-for-proposal/. For questions, contact Information Systems Director.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including San Francisco Employees' Retirement System (Sfers) in CA, 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 Information Systems Director at (415) 487-7016. Questions and answers are typically shared with all prospective bidders.
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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: "Experience of Firm and Subcontractors (25 points), Project Service and Approach (25 points), Assigned Project Staff (15 points), Written Proposal (65 points total), Price Proposal (10 points), Oral In..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Francisco Employees' Retirement System (Sfers)?
All active and historical solicitations from San Francisco Employees' Retirement System (Sfers) are tracked and searchable. As a special district agency, San Francisco Employees' Retirement System (Sfers) 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 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of January 8, 2027, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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 1: City's Contract Terms, Attachment 2: Proposer Questionnaire and References, Attachment 6: HCAO and MCO Declaration Forms, Transmittal Letter, Written Proposal, Price Proposal. Review the full document from San Francisco Employees' Retirement System (Sfers) for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Francisco, CA. Review the full solicitation for detailed scope requirements.