FROM: Colin Bishop, Chief of Member Services
SUBJECT: Approve an agreement with Linea Solutions for end-to-end process training services related to the PensionGold Refresh Project
RECOMMENDATION:
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Approve an agreement with Linea Solutions for end-to-end process training services related to the PensionGold Refresh Project, in an amount not to exceed $197,400.
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BACKGROUND:
SBCERA staff is currently several years into the PensionGold Refresh Project, a major multi-departmental effort to improve the quality of the software at the heart of our pension and benefits operations. In its meeting on February 6, 2020, the SBCERA Board of Retirement approved the engagement of Linea Solutions ("Linea") for Pension Administration Software Consulting and Business Process Redesign related to SBCERA's PensionGold Refresh Project. Separately, on December 3, 2020, the Board approved an agreement with Levi, Ray & Shoup, Inc. ("LRS"), for its software and support work on the PensionGold Refresh Project. After two years on this project, we continue to make significant progress towards our goal of "operational harmony," where an efficient pension software system integrates seamlessly with a suite of clearly articulated business practices.
Importantly, several major software phases, or "deliverables," have already been completed and put into production. The first phase of the project, called Deliverable Zero, was last summer's "back to base" facelift of the software we use to manage our member records. Among the most notable pieces of that phase was implementation of the Contact Log, which is a customer relationship management (CRM) system that has allowed us to keep better track of all our interactions with members. The second phase was Deliverable One, implemented earlier this year, which brought offline calculations into PensionGold, provided updated functionality for our employers in EmployerDirect, and expanded member self-service in mySBCERA. The upcoming...
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