2P25-064_Mar_31_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, for Advisory Services Relative to Other Post-Employment Benefits (OPEB). The solicitation, numbered 2P25-064, seeks qualified firms to provide investment advisory services to assist the Treasurer and Comptroller in managing the OPEB Trust Fund. The procurement was released on February 19, 2025, with proposals due by March 10, 2025, at 1:00 PM EDT. The solicitation is open to all vendors and involves providing comprehensive investment guidance and strategic oversight for the trust's financial assets.
The RFP does not specify an estimated total contract value or include predefined line items, indicating that vendors should submit holistic proposals tailored to the OPEB Trust Fund's investment management needs. Delivery terms are specified as Free On Board Destination, with payment terms to be vendor-specified. The contact person for any questions is Roger Rousseau, located at 111 North Main Street, Bristol, CT 06010. No explicit set-aside designations, incumbent vendors, or specific evaluation criteria are detailed in the available documentation. Interested firms are expected to demonstrate professional credentials, experience in municipal trust fund management, and a comprehensive understanding of OPEB trust financial strategies.
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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 .