Ohio Public Employees Retirement System (OPERS) is seeking a vendor for proxy services and a voting platform. Proposals are due by 12:00 PM ET on August 26, 2026. Vendor questions are due by 12:00 PM ET on August 6, 2026. The selected vendor will provide proxy voting research and a secure voting platform to support OPERS' fiduciary obligations. Key requirements include a web-based platform, timely research, customized reports, and performance guarantees with monetary penalties. Vendors must submit a complete proposal including certified statements, background information, a project work plan, and details on privacy and security practices. OPERS is subject to the Ohio Public Records Act, and vendors should submit a redacted copy of their proposal. Communication restrictions are in place, and violations may lead to disqualification.
Proposals are due by 12:00 PM ET on August 26, 2026. rfp closes, proposals due 12:00pm ****
Proposals will be evaluated based on vendor background, ability to achieve scope of engagement outcomes, project work plan, privacy and security practices, personnel, use of subcontractors, and cost. Proposals will be evaluated based on the criteria listed below.
Vendors must demonstrate their ability to achieve the scope of engagement outcomes, including providing a description of why they are qualified and their procedures and methods. description of why the vendor believes it is qualified to achieve the outcomes in the scope of engagement section.
Performance guarantees may include monetary penalties based on pre-established performance metrics. performance guarantees to include monetary penalty based upon preestablished performance metrics.
OPERS may ask vendors to provide access for site visits during the evaluation process. during the evaluation process, opers may ask any or all vendors to interview, provide demonstrations, provide access for site visits, or make presentations to the selection team.
Communicating with OPERS staff outside of the designated procurement email or violating communication restrictions can lead to disqualification. Late proposals will also be disqualified. communication with opers staff, other than via ***@***. *. * until an award is made, is grounds for disqualification.