2P25-064_May_19_25_solicitation_doc.pdf

This 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 procurement is open to all vendors and will run from February 19, 2025, at 1:30 PM EST to March 10, 2025, at 1:00 PM EDT. The primary objective is to identify a qualified firm to assist the City Treasurer and Comptroller in executing their fiduciary responsibilities for managing the OPEB Trust Fund, with a focus on providing comprehensive investment guidance and strategic oversight of the trust's financial assets.

The solicitation does not specify an estimated total contract value or include predefined line items, indicating that vendors should provide holistic pricing and service proposals tailored to the OPEB Trust Fund's investment management needs. Delivery terms are set as Free On Board Destination, with payment terms to be vendor-specified. The RFP is open to all vendors without explicit set-aside designations or restrictions for disadvantaged business enterprises. 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. No information is provided about incumbent vendors or current contractors, suggesting this may be a new procurement or replacement of an existing advisory services arrangement.