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Strategic Vision Facilitation of the SCERS Board of Retirement
Sacramento County Employees' Retirement System
The buyer seeks a consultant to develop a Strategic Vision Plan for its Board of Retirement. The plan will be a forward-looking exercise to identify challenges and opportunities as the organization approaches its 100th anniversary in 2041. The consultant will facilitate meetings, conduct analyses, and coordinate with other consultants to create a comprehensive strategic vision document. The project is expected to run from October 2024 through April 2025.
- 8/30/2024 - Question Submittal Period Ends
- 9/6/2024 - RFP Question Responses Emailed
- 9/13/2024 - Proposal Due Date
- 9/30/2024 - Interviews Begin
- 10/18/2024 - Target Date for Contract Award
- 11/1/2024 - Initiate Engagement
- 2/19/2025 - Draft Strategic Vision Document
- 3/19/2025 - Final Presentation to Board
- Facilitate surveys, interviews, and meetings with Board members, staff, and stakeholders
- Conduct SWOT analysis and review mission, vision, and core values
- Coordinate with actuarial and investment consultants for demographic and financial projections
- Draft and present final Strategic Vision Plan document to Board for approval
- Facilitate at least one in-person workshop with the Board
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