2P25-064_Jun_9_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 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 on March 10, 2025, at 1:00 PM EDT. The city is seeking qualified firms to assist the Treasurer and Comptroller in executing 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 or explicit evaluation criteria, and no incumbent vendors are mentioned. Payment terms are to be vendor-specified, and the solicitation appears to be seeking a comprehensive advisory services engagement without predefined line items. Interested firms are instructed to contact Roger Rousseau at the City of Bristol's office (111 North Main Street, Bristol, CT 06010) with any questions. The procurement aims to select an advisory firm with expertise in investment management for municipal trust funds, particularly those specializing in 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 .