RFP: Taxonomy & Knowledge Management Consultant
The Los Angeles County Employees Retirement Association (“LACERA”) administers a defined benefit retirement plan and Other Post-Employment Benefit Program. LACERA is seeking proposals from qualified firms to provide consulting services to assist LACERA in implementing an enterprise-wide Knowledge Management System to digitally capture, document, organize, and access critical business knowledge and information using appropriate taxonomy.
Scope of Work
LACERA is seeking a taxonomy consultant who can:
- Implement a centralized knowledge database for both internal and external users based on knowledge taxonomy and security controls, which will ensure optimization for use by future AI.
- Knowledge would include the knowledge from all divisions in the organization which include, policies, operational procedures, law, operating instructions, training guides, templates, business rules, etc.
- A defined ongoing maintenance process to ensure accurate and up to date information in the knowledge management system.
The consulting services must include:
- A review and assessment of LACERA’s knowledge assets across all 15 divisions.
- Develop and implement an organization wide taxonomy and/or ontology to be used for an enterprise-wide knowledge management system including a content tagging plan.
- Develop a knowledge base implementation plan/roadmap and solution architecture plan.
- Assist LACERA in obtaining a knowledge management system vendor. This includes assistance with developing the Request for Proposal for the vendor and the requirements for the solution, reviewing vendor proposals, facilitating vendor demonstrations, and recommending a solution and/or vendor. (The project will be multi-year with a goal of selecting a vendor in Q2 2026.)
- Develop a knowledge base and taxonomy governance plan including roles, responsibilities, and processes required for maintenance and scale.
Solicitation Registration Procedures – LACERA Vendor Gateway Portal
Accessing the Vendor Gateway Portal
- Go to the LACERA Vendor Gateway Portal by clicking on the following link: https://lacera.cobblestone.software/gateway/SolicitationPublicSearch.aspx
Account Registration
- Create an account by providing your company information and user details. Complete the account verification process as instructed.
Accessing the Solicitation
- Look for the login information confirmation email from Contract Insight Alerts and proceed to sign in to the LACERA Vendor Gateway Portal using the provided credentials.
- Navigate to the 'Solicitations' tab and select 'Search All Solicitations'.
- Locate the specific solicitation by clicking on the View link associated with Taxonomy and Knowledge Management Consulting.
Responding to the Solicitation
- On the left-hand side, find the 'Page Actions' section and select 'Register as Respondent'.
- Click the 'Refresh' button located above the 'Register as Respondent' option to ensure the page is up-to-date.
- Scroll down to the 'Response Status' section at the bottom of the page. Change your response status to 'Interested in Responding' to indicate your intention to bid.
- Click the 'Submit' button to save your response. Then, refresh the page by clicking on 'Refresh' on the left-hand side above 'Page Actions'.
- If your response status has changed, navigate back to the 'Response Status' section on the Opportunity Details page and make any required adjustments.
Additional Information
- Access all registered solicitations by selecting the 'My Dashboard' tab after logging in.
- Download all necessary solicitation documents from the 'Public Files' section located within the Opportunity Details page.
Submission Requirements
- Intent to Respond: Please submit your 'Intent to Respond' by 5:00 PM Pacific Standard Time (PST), June 28, 2024. You can do this by logging into the LACERA Vendor Gateway Portal and following the instructions provided and by emailing a copy to the project manager, Eugenia W. Der at eder@lacera.com.
- Proposal Submission: Ensure your completed proposal is uploaded to the 'My Files' section of the LACERA Vendor Gateway Portal and emailed to eder@lacera.com, by 5:00 PM PST, July 26, 2024. Proposals received after the designated deadline will not be considered.
Response Formatting
One bound and one electronic copy of the written response to this RFP. Please send hard copy form to:
Eugenia Der
LACERA
300 North Lake Avenue, Suite 650
Pasadena, CA 91101
Also, upload one electronic copy marked “REDACTED”. The redacted copy should exclude all material from your proposal that you believe in good faith is exempt from disclosure under the California Public Records Act (Cal. Gov. Code Sections 7920 et seq.) (described in solicitation). Redactions should appear as blacked-out material or blank page(s) with the word “REDACTED” or “PROPRIETARY” inserted.
Questions Related to This Solicitation
Please submit all questions, inquiries, and requests for additional information regarding this solicitation through the 'My Questions/Answers' section of the Opportunity Details page in the LACERA Vendor Gateway Portal and by email at eder@lacera.com. Ensure your submissions are made no later than 5:00 PM PST, July 05, 2024.
All questions received, along with their corresponding responses, will be posted in the 'Questions & Answers' section of the Opportunity Details page in the LACERA Vendor Gateway Portal and on the LACERA’s website under the "Business Opportunities" section that relates to this RFP on or about 5:00 PM PST, July 12, 2024.
Tentative Timetable
Bid release date:
June 14, 2024
Intent to Respond closing date:
June 28, 2024
Written questions from Respondents due date:
July 05, 2024
LACERA’s response to Respondents’ questions:
July 12, 2024
Bid proposal due date:
July 26, 2024
Finalist Interviews (estimate):
Q3 2024
Selection Notification (estimate):
Q4 2024
Commencement of work:
Upon contract execution