RFP: Taxonomy & Knowledge Management Consultant

The Los Angeles County Employees Retirement Association (“LACERA”) administers a defined benefit retirement plan and the 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 includes: 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.

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 emailing a copy to the project manager, Eugenia W. Der at eder@lacera.com.
Proposal Submission: Ensure your completed proposal is emailed to eder@lacera.com, by 5:00 PM PST, August 9, 2024. Proposals received after the designated deadline will not be considered.

*Note Change: Please do not use Vendor Gateway Portal for RFP proposal submission. (August 1, 2024)

Response Formatting

LACERA requires one bound and one electronic copy of the written response to this RFP. Please send the hard copy form to:

Eugenia Der
LACERA
300 North Lake Avenue, Suite 650
Pasadena, CA 91101

Email 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 or by email to: 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 by 5:00 PM PST, July 12, 2024.