Request for Proposal

Overview

Request for Proposal Information

Whenever OCERS is issuing Requests For Proposals (RFPs), they will be posted here. Each RFP will have its own drop-down window. Simply click on the name of the RFP and that window will open. You will be able to view all the specific information online: the desired qualifications, deadlines, and important contact information. Some RFPs will have a Questions and Answers document available.

*Please note, OCERS has a file size limit of 20 megabytes.  If your submission exceeds our size limit, please send an email immediately to jdoezie@ocers.org and we will respond with alternate instructions.

INVESTMENT RFP’S

RFP:  Custodian Services

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms with expertise in providing a comprehensive set of Custodian Services. The specific services requested via this Request for Proposal (“RFP”) are contained in the document available below. 

Custodian Services RFP

Custodian Services RFP Questions and Answers

RFP:  Secondary Sales Advisory Services

Secondary Sale Advisory Sales RFP

Secondary Sale RFP Questions and Answers

NON-INVESTMENT RFP’S  

RFP:  External Quality Assessment Services

The Orange County Employees Retirement System (“OCERS”) is requesting responses from qualified firms interested in providing External Quality Assessment Services that meet the requirements identified in this RFP. 

External Quality Assessment Services RFP

External Quality Assessment RFP Q&A Document

RFP:  Oracle Database Administrative Services

The Orange County Employees Retirement System (“OCERS”) is requesting responses from qualified firms interested in providing Oracle Database Administrative Services for OCERS.  

OCERS Oracle Database Administrative Services RFP

Oracle DBA Services RFP Questions & Answers

RFP:  Death Audit & Obituary Notification Services

The Orange County Employees Retirement System (“OCERS”) is requesting responses from qualified firms interested in providing death audit and obituary notification services.

  Death Audit & Obituary Notification Services RFP

Death Audit and Obituary Notification Services RFP Q&A

RFP:  Pension Administration Project Oversight & Consultation Services

PAS Consultation Services RFP