Request for Proposal - Public School Teachers' Pension and ...

I. PURPOSE OF THE REQUEST FOR PROPOSAL
This Request for Proposal (RFP) is being issued by the Chicago Teachers’ Pension Fund (CTPF) to secure proposals from qualified
companies to provide consulting services for upgrading From Microsoft Dynamics SL7.0 to Microsoft Dynamics SL 2011. Bidders
must satisfy the minimum qualifications and requirements stipulated in Section V of this RFP.
This RFP is for a 4- 5-year relationship beginning October 1, 2013.
CTPF is requesting proposals from consulting firms to upgrade its current financial system Microsoft Dynamics SL version 7.0 Feature
Pack 1 to Microsoft Dynamics SL 2011 and to migrate CTPF’s current financial reporting tool FRx to Microsoft Dynamics SL 2011
Management Reporter. This document provides information on the scope of the effort that will assist bidders to develop a proposal
in the format desired by CTPF.
BACKGROUND
Established by the Illinois state legislature in 1895 as The Public School Teachers’ Pension and Retirement Fund of Chicago, CTPF
administers a multi-employer defined benefit public employee retirement system. The fund offers retirement, survivor, and
disability benefits for certain certified teachers and employees of the Chicago Public and charter schools, and certain other
employees. CTPF is administered in accordance with Illinois Compiled Statutes (ILCS) Chapter 40, Articles 1, 17, 20.
CTPF’s role is to prudently manage the assets supporting the pension plan and administer the entitlements and benefits provided by
the plan. CTPF is governed by a Board of Trustees made up of 12 members, who include 6 contributing teachers, 3 pensioners, 1
contributing administrator, and 2 appointees of the Chicago Board of Education. The Board of Trustees oversees the fund’s benefit
programs, approves all benefits, makes investment decisions for the fund’s assets, and provides general oversight to CTPF
operations.
CTPF has more than 60,000 total active, inactive, and retired members with more than 25,000 of these members being retired
and/or survivors receiving monthly pension benefits.
II. POINT-OF-CONTACT
Any questions concerning specifications or requirements must be directed to:
Name
Sandra Shelby, Controller , Chicago Teachers’ Pension Fund OR
Dr. Kasthuri Henry, CFO, Chicago Teachers' Pension Fund
Address 203 North LaSalle Street, suite 2600
Phone
312-604-1170 (Sandra - Controller), 312-604-1212 (Kas - CFO)
FAX 312-641-7185
E-mail
shelbys@ctpf.org (Sandra - Controller); Henryk@ctpf.org (Kas - CFO)
Questions are to be submitted to Sandra Shelby and Kasthuri Henry via e-mail no later than 5:00 PM on August 9, 2013 using the
Point-of-Contact information. All questions must include the name of the company, representative or individual submitting the
question(s). A compilation of all questions and answers, along with any RFP addenda, will be posted to www.ctpf.org under
Microsoft Dynamics SL 2011 proposals. CTPF is not responsible for questions received after the deadline.
III. SERVICES TO BE PROVIDED
See Exhibit A – Statement of Work.
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