2P25-064_Apr_28_25_solicitation_doc.pdf
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- Solicitation number
- 2P25-064
- Issued by
- Hartford County, Connecticut
About this file
This document is a Request for Proposal (RFP) issued by the City of Bristol, Connecticut, solicitation number 2P25-064, seeking investment advisory services for the Other Post-Employment Benefits (OPEB) Trust Fund. The solicitation was released on February 19, 2025, with proposals due by March 10, 2025, at 1:00 PM EDT. The city is looking to engage a qualified firm to assist the Treasurer and Comptroller in fulfilling their fiduciary responsibilities for managing the OPEB Trust Fund, with the procurement open to all vendors and delivery terms specified as Free On Board Destination.
The RFP does not specify an estimated total contract value, set-aside designations, or incumbent vendor information. Payment terms are to be vendor-specified, and the solicitation provides contact information for Roger Rousseau at 111 North Main Street, Bristol, CT 06010, for any potential bidder questions. The document indicates that interested firms should provide comprehensive investment advisory services tailored to the city's OPEB Trust Fund management needs, with an expectation of professional expertise in municipal trust fund investment strategies and post-employment benefit management.
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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 .