2P25-064_Apr_14_25_solicitation_doc.pdf

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Attached to
Advisory Services Relative to Other Post-Employment Benefits (OPEB)
Solicitation number
2P25-064
Issued by
Hartford County, Connecticut

About this file

This is a Request for Proposal (RFP) issued by the City of Bristol, Connecticut, soliciting investment advisory services for the Other Post-Employment Benefits (OPEB) Trust Fund under Solicitation Number 2P25-064. The procurement seeks a qualified firm to assist the City Treasurer and Comptroller in executing their fiduciary responsibilities for the OPEB Trust Fund, with the solicitation period running from February 19, 2025, to March 10, 2025. Proposals will be accepted until 1:00 PM EDT on March 10, 2025, and the RFP is open to all vendors, with delivery terms specified as Free On Board Destination.

The solicitation does not specify an estimated total contract value or explicit budget range, and payment terms are to be vendor-specified. No set-aside designations or restrictions for disadvantaged business enterprises are mentioned, and no incumbent vendors are referenced. Interested firms are instructed to direct any questions to Roger Rousseau at the City of Bristol's office, located at 111 North Main Street, Bristol, CT 06010. The procurement appears to be seeking a comprehensive advisory services engagement without predefined line items, indicating that vendors should provide holistic pricing and service proposals tailored to the OPEB Trust Fund's specific investment management needs.

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Text version

Solicitation Number: 2P25-064

Advisory Services Relative to Other Post-Employment Benefits

(OPEB)

Request for Proposal (RFP)

Bristol, City of

February 19, 2025 - March 10, 2025

Page:2

General Header Information

This bid has no questions defined.

2P25-064

No. 2P25-064 Title: Advisory Services Relative to Other Post-Employment Benefits (OPEB) Start Date: February 19, 2025 at 1:30:00 PM EST End Date: March 10, 2025 at 1:00:00 PM EDT Vendor Q&A Start Date:

Vendor Q&A End Date:

Estimated Total Value:

Who can respond to this bid? : All Vendors Description: The City of Bristol is seeking proposals from qualified firms for investment advisory services to assist the Treasurer and Comptroller (“Trustees”) in carrying out their fiduciary responsibilities for the Other Post-Employment Benefits (“OPEB”) Trust Fund.

Delivery Terms: Free On Board Destination Payment Terms: Vendor Specified Contact Information: Bristol, City of

Roger Rousseau 111 North Main Street Bristol CT, 06010 United States Tel: 860-584-6195 rogerrousseau@bristolct.gov

Contact Details: If you have any questions, please contact:

Roger Rousseau 111 North Main Street Bristol CT, 06010 United States Tel: 860-584-6195 rogerrousseau@bristolct.gov

Selected Categories:

Page:3

Documents:

2P25-064 OPEB Advisory Services.pdf

2P25-064 Addendum 01.pdf

Page:4

Item Specifications Solicitation has been designated as having no line items.

Page:5

File details come from the government source that posted it. Updated .