VENDOR OPPORTUNITIES

The School of Employees Retirement System of Ohio (SERS) is a defined benefit pension fund for noncertificated persons employed by Ohio’s public schools, community schools, and community colleges. It provides service retirement, disability and survivor benefits, and access to health care for benefit recipients and their dependents. Administration and management of the plan is vested in the Retirement Board established under Chapter 3309 of the Ohio Revised Code.

Request for Proposal – People Search

SERS is requesting proposals from providers of people locator services to assist SERS in locating missing participants. SERS anticipates on an ongoing basis submitting approximately 1,000 – 2,000 names a year.

In addition to missing participant location services, SERS is also seeking death audit services for benefit recipients, beneficiaries not in a pay status, and members.

The completed Response must be received by April 12, 2019, 5:00 p.m. EDT. Responses received subsequent to the Response deadline will not be considered.

See the Request for Proposal for a complete list of deadlines.

Download RFP

Request for Proposal – Data Exfiltration Risk Assessment

SERS is is requesting proposals from vendors for providing an assessment of SERS’ risk due to data exfiltration.

The completed Response must be received by Wednesday, April 3, 2019 at 11:59PM, EDT. Responses received after the Response deadline will not be considered.

See the Request for Proposal for a complete list of deadlines.

Download RFP

Request for Proposal – Content Management Consulting Services

SERS is requesting proposals from qualified, technology neutral vendors for comprehensive content management consulting services, including a pre-implementation review of current systems and processes, recommendations for a future state, and project management guidance through the selection and implementation of a solution(s).

The completed Response must be received by April 1, 2019, 4:30 p.m. EDT. Responses received subsequent to the Response deadline will not be considered.

See the Request for Proposal for a complete list of deadlines.

Download RFP

Request for Proposal – Non-U.S. Large Cap Core Equity Manager

SERS is requesting proposals from qualified investment managers to provide investment management services for its Non-U.S. Equity portfolio.

A Notice of Intent to respond should be sent to SERS by March 1, 2019. The completed Response must be received by March 20, 2019, 3:00 p.m. EDT. Responses received subsequent to the Response deadline will not be considered.

See the Request for Proposal for a complete list of deadlines.

Download RFP – PDF Version
Download RFP – Word Version

Download Q and A

Thank You, but No Gifts, Please

Employees and Board members of SERS are governed by provisions of the Ohio Ethics Law. Those provisions limit anyone from offering, and us from accepting, gifts, including food, beverages and travel-related expenses. To abide with the ethics laws, we request that you not send gifts to, or make donations to charity on behalf of, SERS and any SERS Board or staff members. Click here to learn more from the Ohio Ethics Commission regarding the ethics laws governing the Ohio Retirement Systems.

Thank you for your attention and cooperation in this matter.