ID: RFP-30-25-01

Notice of RFP Decision  (SURS RFP 30-25-01) – NO AWARD

The State Universities Retirement System (SURS) hereby provides notice of its decision not to award a contract under RFP 30-25-01 – Organizational Change Management for Digital Transformation Project.

The responses received were much higher than we anticipated.  Based on the quotes received, SURS has determined that it is not economically feasible to retain an additional vendor to work with its existing Pension Administration System partner (Linea) to complete the remaining change management and training services that were originally included in their contract with SURS.

We thank you for your expressed interest in working with SURS and we appreciate the time, effort, and resources you dedicated toward responding to this RFP.

The deadline for RFP responses has been extended to August 1, 2024. 

The State Universities Retirement System (SURS) is soliciting proposals from organizational change management (OCM) vendors to provide OCM services to support and enhance the successful implementation of a new pension administration system (PAS), known as Project Velocity. Proposals are for change management execution, stakeholder engagement, change readiness and impact assessments for various SURS teams, communication and resistance management, and planning for monitoring and evaluation. As part of this OCM initiative, SURS requests that proposals include services for guiding the development of PAS training materials and for documenting current vs future state comparisons. A framework and training plan for consideration. The selected OCM vendor is expected to work in partnership with SURS and third-party vendors.

SURS does not currently have staff dedicated to OCM, though there was a change network in place up until the summer of 2023. SURS has a lead trainer for the claims departments but no formal training team. 

The State Universities Retirement System is transitioning to an online electronic solicitation and vendor registration system, hosted by OpenGov Procurement. To stay informed about non-investment opportunities, register and create an account on our e-Procurement Portal: https://procurement.opengov.com/portal/surs.

Document NameDatePages
Organizational Change Management for Digital Transformation ProjectJuly 1, 202433
Appendix C – Fee Proposal – Microsoft ExcelJuly 1, 20241
Question and Answer DocumentJuly 22, 202415
SURS V3locity Implementation Sprint PlanMicrosoft ExcelJuly 22, 20241
SURS Organization ChartJuly 22, 20241

Schedule

DescriptionDate
Quiet Period BeginsJuly 1, 2024
RFP IssuedJuly 1, 2024
Responder Questions DueJuly 15, 2024, 4:30 p.m. CT
Responses to QuestionsJuly 22, 2024, 4:30 p.m. CT
RFP Responses Due on or BeforeAugust 1, 2024, 4:30 p.m. CT
Evaluations and InterviewsAugust 1-16, 2024
Selection CommitteeOctober 18, 2024
Anticipated Project StartNovember 2024