SERS Pension Administration System Modernization

The Pennsylvania State Employees’ Retirement System (SERS) is conducting a Request for Information (RFI) to gather industry input for the development of a future procurement aimed at modernizing its Pension Administration System (PAS). The project seeks a commercial, unified, and secure software solution to replace its legacy system, supporting the full retirement benefit lifecycle, including enrollment, service tracking, payroll, contributions, self-service portals, document management, CRM, general ledger integration, configurable workflows, reporting, and tax processing. The RFI emphasizes promoting vendor competition and innovative technical solutions, inviting all ideas and alternative approaches to better define system requirements, realistic timelines, and cost structures. Responses are due by October 9, 2025, and will inform the specifications and scope of a subsequent solicitation, which is not yet issued. The procurement is governed by Pennsylvania state policies and statutes, notably the Commonwealth’s procurement code and socio-economic participation goals. Vendors must comply with small diverse business (SDB) and veteran business enterprise (VBE) participation mandates, including submitting detailed forms and demonstrating good faith efforts if goals are unmet. The process involves registering in the Commonwealth’s JAGGAER supplier management system, completing certification statements, and adhering to confidentiality and proprietary information protections under Pennsylvania’s Right-to-Know Law. The documents specify no fixed delivery schedule or physical delivery requirements, as the project is software-based; instead, they seek industry input on project phases, milestones, and implementation timelines. Evaluation criteria at this stage focus primarily on compliance with socio-economic goals, with detailed technical and cost evaluation factors to be defined in the forthcoming RFP. The process underscores mandatory registration, participation goals, and confidentiality protocols, with no explicit federal FAR clauses or physical packaging standards referenced. Overall, the RFI serves as a strategic planning tool to shape a comprehensive, competitive, and innovative modernization effort aligned with state policies and stakeholder needs.