2P25-064_Feb_20_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 Proposals (RFP) issued by the City of Bristol seeking qualified firms to provide investment advisory services for their Other Post-Employment Benefits (OPEB) Trust Fund. The RFP solicitation number is 2P25-064, with proposals being accepted from February 19, 2025 at 1:30 PM EST through March 10, 2025 at 1:00 PM EDT. The selected firm will assist the City Treasurer and Comptroller (Trustees) in carrying out their fiduciary responsibilities related to the OPEB Trust Fund.

The RFP is open to all vendors with delivery terms specified as Free On Board Destination and payment terms listed as Vendor Specified. The contact for questions and submissions is Roger Rousseau at the City of Bristol, located at 111 North Main Street, Bristol CT 06010. No estimated total value is provided in the documentation. The solicitation has been designated as having no line items, indicating vendors should provide comprehensive pricing for the full scope of advisory services requested.

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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

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 .