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.

RFP: Enterprise Resource Planning (ERP) System

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing an enterprise resource planning (ERP) solution that meets the requirements identified in this RFP.  OCERS requires that any proposal for an ERP also include professional services necessary to implement the system.

Those who wish to be considered must submit their completed proposal by 5:00 p.m., PST, November 30, 2020. Specific instructions for proposal submissions are contained in Section 7 of this RFP.

Enterprise Resource Planning (ERP) System RFP

ERP RFP Questions and Answers posted 11-23-2020

REVISED 11/16/2020 – RFP submission deadline has been postponed until the end of business on December 7, 2020 PST.  Please contact Jim Doezie by email at jdoezie@ocers.org should you have any questions.

REVISED 11/06/2020 – Questions about this RFP must be submitted in writing by 5:00 p.m. PST, November 16, 2020 to Jim Doezie, Contracts, Risk & Performance Administrator, by email at jdoezie@ocers.org.  This revision results in OCERS posting the response to questions on November 23, 2020.

RFP: Microsoft 365 Implementation Services – Revised

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing Microsoft 365 implementation services that meets the requirements identified in this RFP.

This is a revised RFP from the one we issued in February 2021.  Based on feedback we received, we have made the following modifications:​

  • Reduced the insurance requirements
  • Clarified this is to be an entirely remote engagement
  • Removed the “Technical Specifications” questions
  • Changed the Scope of Services as follows:
    • Removed SharePoint, Power BI, and Teams
    • Removed ADFS completely (this was an “if applicable” item in the prior RFP)
    • Removed any recommendation, consulting, and implementation regarding 3rd party CASB solutions and 3rd party backup solutions for Microsoft 365
  • Revised the proposal submission requirements to better allow for previously prepared information to be submitted
  • We have provided a complete list of answers to the questions received from vendors from the first RFP release (see below)

Microsoft 365 Implementation Services RFP - April 2021

Microsoft 365 Implementation Services RFP Q&A Public - April 2021

Microsoft 365 Implementation Services RFP Supplemental Questions - Final

*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.

RFP:  Board Room Presentation and Audio/Visual Solution

The Orange County Employees Retirement System (“OCERS”) is requesting proposals from qualified firms interested in providing a Board room Presentation and Audio/Visual solution that meets the requirements identified in this RFP.  Please note that this is a re-issued RFP from 2019 that was put on hold due to the COVID-19 pandemic.  

The proposal deadline has been postponed from June 21st to the end of business June 24th (5:00 p.m. PDT)

Board Room Presentation and AV Solution