2P25-064_May_26_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

The document is a Request for Proposal (RFP) issued by the City of Bristol, Connecticut, soliciting investment advisory services for the Other Post-Employment Benefits (OPEB) Trust Fund under Solicitation Number 2P25-064. The procurement seeks qualified firms to assist the City Treasurer and Comptroller in fulfilling their fiduciary responsibilities for the OPEB Trust Fund, with the solicitation released on February 19, 2025, and proposals due by March 10, 2025, at 1:00 PM EDT. The RFP is open to all vendors, with delivery terms specified as Free On Board Destination, and the contact for any questions is Roger Rousseau at the City of Bristol's office.

The solicitation does not specify an estimated total contract value or explicit evaluation criteria, suggesting vendors should provide comprehensive proposals tailored to the OPEB Trust Fund's investment management needs. The payment terms are to be vendor-specified, and no incumbent vendors or current contractors are mentioned. There are no apparent set-aside designations for disadvantaged business enterprises, and the procurement appears focused on selecting an advisory firm with demonstrable expertise in municipal trust fund management, particularly for post-employment benefit portfolios. The RFP indicates a desire for strategic investment guidance and financial asset oversight for the city's OPEB Trust Fund.

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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 .