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:  Proxy Voting Services

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

Proxy Voting Services RFP

Proxy Voting RFP - Questions and Answers

NON-INVESTMENT RFP’S

RFP:  Business Procedure Documentation Services

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing Business Procedure Documentation Services that meet the requirements identified in this RFP. 

Business Procedure Documentation Services RFP

Business Procedure Documentation Services RFP - Questions and Answers

Alert:  The due date for this RFP has been extended to close of business, Wednesday, August 10th.  

RFP:  Classification and Compensation Study Services

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing Classification and Compensation Study Services that meet the requirements identified in this RFP. 

Classification and Compensation RFP

Classification and Compensation RFP Questions and Answers

RFP:  Actuarial and Consulting Services

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing Actuarial and Consulting Services that meet the requirements identified in this RFP. 

ANNOUNCEMENT:  Interviews with selected Finalists and the Board of Retirement has been moved to November 14, 2022.  

Actuarial and Consulting Services RFP

Actuarial and Consulting Services RFP - Questions and Answers

RFP:  Pension Administration Technology Futurist Consulting Services

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing Pension Administration Technology Futurist Consulting services that meet the requirements identified in this RFP. 

Pension Administration Technology Futurist Consulting Services RFP

Futurist Consulting Services RFP Questions and Answers

OCERS Vision 2030

RFP:  Robotic Process Automation

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms in providing a Robotic Process Automation platform and associated services.  The detailed scope of the services and deliverables for this engagement are outlined in the RFP.

Robotic Process Automation RFP

Robotic Process Automation Vendor Questionnaire

Robotic Process Automation RFP - Questions and Answers