RFP Archive
External Auditor – Financial Statement Audits and/or Actuarial Audit Services RFP
Proposal Submittal Deadline: December 9, 2024 at 3:00 p.m. PST
The Los Angeles City Employees’ Retirement System (LACERS) seeks to award two (2) contracts: (1) a three-year full-service contract with a qualified independent firm of certified public accountants to audit its annual financial statements; and (2) a one-time contract with a qualified firm to audit LACERS consulting actuary’s valuations for the last three fiscal periods. Proposers may bid for either contracts or for both.
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Appendix B - Standard Provisions for City Contracts
- Attachment 2 - Request for Proposal Warranty/Affidavit
- SEI Form 700 Filers (2024)
- See Additional Attachments
Educational Programs for Older Adults RFP
Proposal Submittal Deadline: October 16, 2024 at 3:00 p.m. PST
LACERS is issuing a Request for Proposals (RFP) to solicit proposals from qualified organizations, including non-profits. LACERS seeks to partner with qualified organizations who can effectively meet the distinct needs of our older adult population in the below categories:
Fitness Instruction: Deliver on-site and in-person and virtual fitness classes tailored to the needs of our older adult population; provide engaging fitness programs, including low-impact exercises, balance, strength, and flexibility training, to promote physical activity, mental resilience, and social connection; lead in-person events, such as motivational workshops and seminars and one to two 5K walks per year.
Technology Education and Support Services: Provide on-site and virtual information technology support services for our older adult population; assist Members in navigating new technologies and digital resources offered by LACERS and its medical carriers; address barriers such as limited digital literacy and physical limitations to ensure effective use of online services and applications.
Older Adult Education: Provide programs that enhance LACERS Well activities, including educational programs that promote physical, medical, and mental health activities; provide and lead virtual and in-person events and seminars.
An online pre-bid meeting will be hosted on Zoom (link here) on September 20, 2024 at 2:00 PM PST.
Meeting ID: 840 6212 1472
Passcode: 551542
A recording of the online pre-bid meeting can be viewed here.
Educational Programs for Older Adults RFP
Educational Programs for Older Adults - Addendum 1 *NEW*
Educational Programs for Older Adults RFP - Questions and Answers
Educational Programs for Older Adults RFP - Insurance Requirements
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Appendix B - Standard Provisions for City Contracts
- Attachment 2 - Request for Proposal Warranty/Affidavit
- SEI Form 700 Filers (2024)
- See Additional Attachments
Insurance Broker Services RFI
Proposal Submittal Deadline: September 20, 2024 at 12:00 p.m. PST
The Los Angeles City Employees’ Retirement System (LACERS) seeks to engage an insurance brokerage firm to procure the department’s cyber liability insurance policy, fiduciary policy, commercial property policy, and potentially other policy types.
Virtual interviews will be scheduled and conducted in October 2024, subject to Board Members’ availability.
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Appendix B - Standard Provisions for City Contracts
- Attachment 2 - Request for Proposal Warranty/Affidavit
- SEI Form 700 Filers (2024)
- See Additional Attachments
Tabletop Exercise Consulting Services RFQ
Proposal Submittal Deadline: May 24, 2024 at 3:00 p.m. PST
LACERS seeks to pre-qualify one or more firms to provide tabletop exercise consulting services under a 3-year agreement. Selected firms will be included on a short list, or “bench,” of pre-qualified consultants. On an as-needed basis, LACERS will identify tabletop exercise scenarios and prepare respective scopes of work. Bids will be requested from firms selected at LACERS’ discretion. The firm with the best fit for the specified scenario will be selected, resulting in a contract to perform the described services.
Tabletop Exercise Consulting Services RFQ
Tabletop Exercise Consulting Services RFQ - Addendum No. 1 *NEW*
Tabletop Exercise Consulting Services RFQ - Questions & Answers *NEW*
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Appendix B - Standard Provisions for City Contracts
- Attachment 2 - Request for Proposal Warranty/Affidavit
- SEI Form 700 Filers (2024)
- See Additional Attachments
Vision Plan Benefits RFP
Proposal Submittal Deadline: April 12, 2024 at 3:00 p.m. PST
LACERS is seeking proposals from qualified organizations with in-depth knowledge and expertise in providing self-insured vision benefits for LACERS’ eligible Retired Members, Survivors (e.g., surviving spouse/domestic partner), and Dependents.
A virtual conference will be held on March 14, 2024 at 1:00 PM PST to provide information regarding RFP/City requirements and answer questions from prospective proposers. A link to the conference will be sent to potential bidders who submit Exhibit A (“Intent to Bid…”) as directed in the RFP.
LACERS Vision RFP Table of Contents
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Attachment 2 - Request for Proposal Warranty/Affidavit
- SEI Form 700 Filers
- Appendix B - Standard Provisions (Vision RFP)
- See Additional Attachments
Dental Plan Benefits RFP
Proposal Submittal Deadline: April 12, 2024 at 3:00 p.m. PST
LACERS is seeking proposals from qualified organizations with in-depth knowledge and expertise in providing fully insured and self-insured dental benefits for LACERS’ eligible Retired Members, Survivors (e.g., surviving spouse/domestic partner), and Dependents. The contract has a term limit of three years, and will be awarded in accordance with the terms and conditions listed in the Request for Proposal (RFP).
A virtual conference will be held on March 14, 2024 at 1:00 PM PST to provide information regarding RFP/City requirements and answer questions from prospective proposers. A link to the conference will be sent to potential bidders who submit Exhibit A (“Intent to Bid…”) as directed in the RFP.
LACERS Dental RFP Table of Contents
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Attachment 2 - Request for Proposal Warranty/Affidavit
- Appendix B - Standard Provisions for City Contracts (Dental RFP)
- SEI Form 700 Filers
- See Additional Attachments
Printing, Mailing, Website, Graphic Design, and Videography Services RFP
Proposal Submittal Deadline: April 12, 2024 at 3:00 p.m. PST
LACERS seeks to select a qualified firm or firms to provide printing, mailing, website, graphic design services, and/or videography in the production of the above-mentioned products and activities, on an as-needed basis. The contract has a term limit of three years, and will be awarded in accordance with the terms and conditions listed in the Request for Proposal (RFP).
Printing, Mailing, Website, Graphic Design, and Videography Services RFP
Printing, Mailing, Website, Graphic Design, and Videography Services RFP - Q&A *NEW*
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Ethical Contract Compliance Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Appendix B - Standard Provisions for City Contracts
- Attachment 2 - Request for Proposal Warranty/Affidavit
- Appendix C - Required Insurance for RFP 4275
- SEI Form 700 Filers (2023)
- See Additional Attachments
Master Trust/Custodial Services and Securities Lending RFP
Proposal Submittal Deadline: November 28, 2023 - 4:00 p.m. PT
The Los Angeles City Employees’ Retirement System (LACERS) is soliciting proposals to provide comprehensive domestic and international master trust/custodial services (acting in the capacity of a plan fiduciary) including, but not limited to, securities safekeeping, securities lending, settlement, valuation and lending; performance measurement; foreign exchange; collection of income; the processing of benefit payments; administration of a ‘limited term’ retirement plan; and providing a management/accounting and information retrieval system. LACERS requires separate bids for custody with securities lending and custody without securities lending (unless securities lending is not offered).
This Request for Proposal (RFP) details the services sought and instructs interested proposers on the application and selection process. All firms meeting the minimum qualifications outlined in Section III of this RFP are invited to respond.
The deadline for submitting proposals is 4:00 p.m. PT on November 28, 2023.
Master Trust-Custodial Services and Securities Lending RFP
Master Trust-Custodial Services and Securities Lending RFP Questionnaire
Board Governance Consulting Services – LACERS RFQ
Proposal Submittal Deadline: Monday, May 29, 2023 (3:00 PM PST)
The Los Angeles City Employees’ Retirement System (“LACERS” or the “Plan”) seeks to pre-qualify firms with experience in providing board governance consulting services to public pension funds. The services sought include, but are not limited to: board development, executive/management team development, governance reviews, and organizational development services.
2023 Board Governance Consulting Services RFQ *NEW* updated schedule
Retiree Medical Plans – LACERS RFP
Proposal Submittal Deadlines: Monday, April 10, 2023 (5:00 PM PST) & Friday, April 21, 2023 (5:00 PM PST)
The Los Angeles City Employees’ Retirement System (LACERS) is
seeking proposals from qualified organizations with in-depth
knowledge and expertise in providing medical, prescription drug,
mental health, and disease/care management plans for LACERS’
eligible Retired Members, Survivors (i.e., surviving
spouse/domestic partner), and Dependents.
A virtual conference will be held on March 16, 2023 at 1:00 PM to
provide information regarding RFP/City requirements and answer
questions from prospective proposers. A link to the conference
will be sent to potential bidders who submit Exhibit A (“Intent
to Bid…”) as directed in the RFP.
LACERS Medical RFP Table of Contents
LACERS Medical Plans RFP - Questions and Answers, with Metrics *NEW*
LACERS Medical Plans RFP - Addendum 1 *NEW* updated deadlines for submissions
Mixed Media Diversity, Equity, & Inclusion Fellowship Programming – LACERS RFQ
Proposal Submittal Deadline: Friday, December 2, 2022 at 3:00 PM PST
The Los Angeles City Employees’ Retirement System (LACERS) seeks to engage Consultant services to facilitate the development of a custom-built Diversity, Equity, and Inclusion initiative that would extend over a two-year period and would entail a hybrid virtual and in-person format designed to open dialogue between staff and executive management on mutual needs and the creation of pathways necessary to ensure every LACERS staff member has an opportunity to contribute and promote to their highest level.
Strategic Planning Facilitation Services – LACERS TOS
Proposal Submittal Deadline: Monday, August 8, 2022 at 3:00 PM PST
The Los Angeles City Employees’ Retirement System (“LACERS” or the “Plan”) seeks to engage proposals through the Los Angeles Department of Transportation’s On-Call Professional Consultant Services Bench in the Management Consultant service category to facilitate the LACERS Board of Administration (Board) in updating and adopting a multi-year (approx. 3-5 year) departmental strategic plan, with work anticipated to occur between September and December of 2022.
Strategic Planning Facilitation Services TOS
Appendix A - Non-Collusion Affidavit
Appendix B - Form Gen 146 Insurance Requirements
Appendix C - Cost Proposal Fee Schedule
Retiree Health Plan Consulting Services for LACERS RFP
Proposal Submittal Deadline: Friday, May 6, 2022 at 3:00 p.m. PST
The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from business entities interested in providing retiree health plan consulting for LACERS. The contract has a term limit of three (3) years and will be awarded in accordance with the terms and conditions listed in the Request for Proposal (RFP).
Health Plan Consulting Services RFP Cover Letter
Health Plan Consulting Services RFP - REVISED
Health Consulting Services RFP - Questions and Answers
Health Consulting RFP - Addendum 1
Health Consulting RFP - Addendum 2
Section IV.C - General Consulting Fee Proposal - REVISED
Section IV.C - Administration of LACERS Self Funded - Programs Actuary Fee Proposal - REVISED
Investment Transition Management Services RFP
Proposal Submittal Deadline: April 11, 2022 - 4:00 p.m. PT
The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from qualified organizations (Managers) to provide investment transition management services to facilitate restructurings of the LACERS portfolio. LACERS seeks responses from Managers experienced in managing asset transitions across multiple investment managers and multiple asset classes with the objectives of controlling the risks and minimizing the costs associated with such transitions. This Request for Proposal (RFP) details the services sought and instructs interested proposers on the application and selection process. All Managers meeting the minimum qualifications outlined in Section D of this RFP are invited to respond.
The deadline for submitting proposals is 4:00 P.M. PT on April 11, 2022.
No Q&A available as LACERS did not receive any questions from potential proposers for this RFP during the applicable time period.
Private Credit Consultant RFP
Proposal Submittal Deadline: March 25, 2022 - 5:00 p.m. PT
The Los Angeles City Employees’ Retirement System (LACERS), a $24 billion public pension fund, seeks proposals from qualified organizations to provide consulting services for a private credit program that has a 5.75% target allocation with $300 million dollars in current commitments. The scope of services will include strategic portfolio advice, policy development and program structuring, sourcing and monitoring investments, portfolio reporting, and education. Emerging consultant firms are encouraged to apply. The RFP document, which details the minimum qualifications respondents must meet in order to be considered, will be available on LACERS website www.lacers.org on January 24, 2022.
The deadline for submitting proposals is 5:00 P.M. PT on March 25, 2022.
Private Credit Consultant RFP - Questionnaire
Questions & Answers - Posted February 25, 2022
Actuarial Consulting Services for LACERS RFP
Proposal Submittal Deadline: Wednesday, March 9, 2022 at 4:00 p.m. PST
The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from business entities interested in providing Actuarial Consulting Services for LACERS. The contract has a term limit of three (3) years and will be awarded in accordance with the terms and conditions listed in the Request for Proposal (RFP).
Actuarial Consulting Services RFP Cover Letter
Actuarial Consulting Services RFP - Revised 3/2/2022
Amendment 1 - Updated Fee Schedule - Added 3/2/2022 (also included in Q&A zip file below)
March 2, 2022 – Q&A Update (3/29/2022 Interview Update)
Passive U.S., Non-U.S., and Global Index Strategies Search RFP
Proposal Submittal Deadline: November 9, 2021 4:00 p.m. PT
The Los Angeles City Employees’ Retirement System (LACERS) administers an investment portfolio with approximately $23 billion in assets. LACERS is seeking one or more investment managers to manage its current portfolio of passive strategies as well as provide additional passive investment strategy options for possible future investment needs. LACERS will consider separately managed and commingled fund strategies. Emerging Managers (as defined by LACERS’ Emerging Investment Manager Policy) are encouraged to participate in this search.
Passive U.S., Non-U.S., and Global Index Strategies - RFP Search
Exhibit 6 Passive U.S., Non-U.S., and Global Index Strategies Questionnaire
Real Estate Consultant RFP
Proposal Submittal Deadline: November 8, 2021- 5:00 p.m. PT
The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from qualified organizations to provide full service, non-discretionary real estate consulting services. This Request for Proposal (RFP) details the services sought and instructs interested proposers on the application and selection process. All firms meeting the minimum qualifications outlined in Section D of this RFP are invited to respond. LACERS intends to award a five-year full retainer contract to one firm that best meet LACERS’ needs. However, LACERS reserves the rights to contract with additional firm(s) when it deems necessary.
Investigative Services RFP
Proposal Submittal Deadline: May 28, 2021 at 3:00 p.m. PST
The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from business entities interested in providing investigative services for LACERS. The contract has a term limit of three years, and will be awarded in accordance with the terms and conditions listed in the Request for Proposal (RFP).
Printing, Mailing, and Graphic Design RFP
Proposal Submittal Deadline: April 14, 2021 at 3:00 p.m. PST
The Los Angeles City Employees’ Retirement System (LACERS) is seeking proposals from business entities interested in providing printing, mailing, and graphic design services for LACERS. The contract has a term limit of three years, and will be awarded in accordance with the terms and conditions listed in the Request for Proposal (RFP).
Printing, Mailing, and Graphic Design RFP
- Letter to Interested Parties
- Appendix A - General Conditions and Compliance Documents
- Attachment 1 - Confidentiality & Non-Disclosure of Member Information
- Attachment 3 - LACERS' Marketing Cessation Policy
- Attachment 4 - Proposer Disclosure Form
- Attachment 5 - Bidder CEC Form 50
- Attachment 6 - Bidder CEC Form 55
- Attachment 7 - Sexual Harassment Policy Disclosure Form
- Appendix B - Standard Provisions for City Contracts with Exhibit 1
- Attachment 2 - Request for Proposal Warranty/Affidavit
- See Additional Attachments