Project Information

Bid Title

RFI - City of Philadelphia - Pension System Modernization PDF

Issuing Agency

City of Philadelphia

Location

Pennsylvania

Published Date

May 20, 2026

Closing Date

Jun 29, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Title	Description			Date	Format
RFI - City of Philadelphia - Pension System Modernization PDF	The City is embarking on a significant initiative to modernize its administrative business processes and related legacy technology systems currently supporting its business operations. As part of this initiative, the City intends to implement a new Enterprise-wide Pensions Administration System and Retiree Health and Welfare System. We are looking for information from qualified Pension Administration System and Retiree Health and Welfare Systems vendors to understand how current solutions can replace our legacy system.			May 20, 2026	PDF

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V5.3

CITY OF PHILADELPHIA

Board of Pensions

REQUEST FOR INFORMATION

FOR

Pensions System Modernization

May 20, 2026

Information Session

Deadline for questions, requests for clarification,

or requests for additional information

City Responds to Questions

Responses to RFI Due

June 3, 2026, at 10:30am

(Local Philadelphia Time)

Teams link

June 9, 2026, before 5:00pm

(Local Philadelphia Time)

June 18, 2026

June 29, 2026, before 5:00pm

(Local Philadelphia Time)

CHERELLE L. PARKER, Mayor

Francis Bielli, Executive Director, Board of Pensions

TABLE OF CONTENTS

I.

RESPONSE CALENDAR......................................................................................... 1

II.

PURPOSE OF REQUEST FOR INFORMATION ................................................... 1

III. RFI CONTACT INFORMATION FOR QUESTIONS, REQUESTS FOR

CLARIFICATION ..................................................................................................... 3

IV. ABOUT THE CITY OF PHILADEPHIA ................................................................. 3

V.

INFORMATION SESSION ...................................................................................... 4

VI. ANTICIPATED SOLUTION REQUIREMENTS .................................................... 4

VII. SUBMISSION GUIDELINES................................................................................... 8

VIII. USE OF RESPONSES............................................................................................. 10

IX. HOW TO SUBMIT RESPONSES .......................................................................... 11

X.

CONFIDENTIALITY AND PUBLIC DISCLOSURE ........................................... 11

XI. RIGHTS AND OPTIONS RESERVED .................................................................. 11

XII. PUBLIC DISCLOSURE.......................................................................................... 12

XIII. CITY OF PHILADELPHIA SECURITY ADDENDUM ....................................... 14

Pensions System Modernization RFI

REQUEST FOR INFORMATION

I. RESPONSE CALENDAR

Post Request for Information

Information Session

May 20, 2026

June 3, 2026, at 10:30am

(Local Philadelphia Time)

Teams link

Deadline for questions, requests for

clarification, or requests for additional

information (email

pensionsmodernization@phila.gov)

City Responds to Questions

https://www.phila.gov/rfp/additional

opportunities)

Responses to RFI Due

(email pensionsmodernization@phila.gov)

June 9, 2026, before 5:00pm

(Local Philadelphia Time)

June 18, 2026

June 29, 2026, before 5:00pm

(Local Philadelphia Time)

These dates are estimates only and the City reserves the right, in its sole discretion, to alter this

schedule as it deems necessary or appropriate. Notice of changes will be posted on the City’s

website at https://www.phila.gov/rfp/additional opportunities.

II. PURPOSE OF REQUEST FOR INFORMATION

About Philadelphia Pension Board:

Philadelphia Pension Board (Referred to as ‘The Board’ here onwards) is a public sector retirement

system for administering retirement benefits for approximately 35,000 retirees and 29,000 Active

employees, 14 Pension plans, and various benefit and contribution rate structures. Through its

legacy platform, the board manages retirement benefits for four employers including City of

Philadelphia, Philadelphia Parking Authority, Philadelphia Municipal Authority, and Philadelphia

Housing and Development Corporation.

The Board is embarking on a significant initiative to modernize its administrative business

processes and related legacy technology systems that currently support its business operations. As

part of this initiative, the board intends to implement a new Enterprise-wide Pensions

Administration System (PHLCers) and Retiree Health and Welfare System. We are looking for

information from qualified Pension Administration System (PAS) and Retiree Health and Welfare

Systems vendors. We want to understand how your solutions can replace our current legacy

system, which is a monolithic pension administration system, along with various miscellaneous

Pensions System Modernization

Page 1 of 13

business support applications. For upstream and downstream impact, our Active employee Human

Resources (HR) system is Oracle HR and Finance system is a legacy Mainframe and will transition

to Workday.

In addition to Pension DB, DC, and Hybrid plans, the City also manages Retiree Health Benefits

(medical, Rx, dental, vision, life/AD&D, and others) for eligible members and survivors of Self-

insured, fully insured, Non-represented and union supported, and Medicare-supported plans.

Respondents should include capabilities for administering retiree health benefits, including

enrollment, re-enrollments, co-pays and contributions management, Waives, Age-outs, deferrals,

Medicare reimbursements, opt-outs, and integration with third-party health plan administrators.

The goal of this RFI is to:

• Gain comprehensive understanding of the current market landscape for modern Pension

Administrative System solutions.

• Gain comprehensive understanding of the current market landscape of Retiree Health

Benefits Administration solutions

• Identify vendors capable of supporting the complex administration of our multi-tiered and

multi-employer pension plans.

• Evaluate potential technology architectures, implementation approaches, and ongoing

support models.

• Inform the development of a detailed Request for Proposal (RFP).

• Inform pricing expectations for future budget requests.

Respondents are asked to provide the Board with information regarding their available products

and solutions according to VI. ANTICIPATED SOLUTION REQUIREMENTS, subject to the

following guidelines:

• Identify only COTS products that are modifiable or configurable to meet specific City

requirements, and that focus on interoperability, reliability, usability, availability, capacity

and scalability

• Present the software solution’s interoperability and operational requirements in accordance

with the International Organization for Standardization Open Systems Interconnection

(OSI) model

• Include an architectural diagram of the solution with a description of the solutions

scalability; responses may include one or more models or solutions

• Describe the configurability of the software to meet the specified requirements and

services.

Responses should include implementation, integration, and/or configuration services. If, the

software can be installed and configured only by the Respondent, that must be clearly stated in the

Response, including the reasons why that is the case.

Respondents may, in the City’s discretion, be invited to engage in discussions with the City’s

project team and/or demonstrate their products, services and solutions.

No contract will be awarded pursuant to this RFI. Anyone who does not respond to this RFI is not

precluded from responding to any future solicitation issued by the City. The City intends to

procure software for this project as soon as reasonably possible, in accordance with the City’s

procurement laws and practices for software purchases, which may include, but are not limited to,

the use of existing City contracts or certified cooperative purchase agreements. Respondents will

not be bound by the ROM cost estimates provided in their responses to this RFI in a future

procurement. The City also reserves the right to not procure any software.

III. RFI CONTACT INFORMATION FOR QUESTIONS, REQUESTS FOR

CLARIFICATION

All questions (see RFI Question Template Exhibit) and requests for clarification concerning this

RFI must be in writing and submitted via email no later than 5:00 pm, Local Philadelphia Time,

on June 9, 2026, to:

pensionsmodernization@phila.gov

Responses to questions and requests for additional information shall be at the sole discretion of

the City. Any additional information and/or responses to questions will be posted only on the

City’s website at https://www.phila.gov/rfp/additional opportunities . No additional information

and/or responses to questions will be sent by email. Nothing in this RFI shall create an obligation

on the City to respond to a Respondent submitting a response.

The City may, in its sole discretion, issue addenda to this RFI containing responses to questions,

clarifications of the RFI, revisions to the RFI or any other matters that the City deems appropriate.

Addenda, if any, will be posted on the City’s website at https://www.phila.gov/rfp/additional

opportunities. It is the Respondent’s responsibility to monitor the Additional Opportunities site

for Addenda and to comply with any new information.

Oral responses made by any City employee or agent of the City in response to questions or requests

for information or clarification related to this RFI are not binding and shall not in any way be

considered as a commitment by the City.

If a Respondent finds any inconsistency or ambiguity in the RFI or an addendum to the RFI issued

by the City, the Respondent is requested to notify the City in writing by the above deadline for

questions and requests for information or clarification.

IV. ABOUT THE CITY OF PHILADEPHIA

Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services

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