attachment_2_-_PROPOSAL_QUESTIONNAIRE.pdf
PDF 97 KB Posted
- Solicitation number
- 2024-RFP-309
- Issued by
- Allegheny County, Philadelphia City, Pennsylvania
About this file
The document is a Proposal Questionnaire for the City of Pittsburgh's Other Post Employment Benefit (OPEB) Trust Fund, seeking Custodial and Investment Services. The Request for Proposals (RFP) outlines a comprehensive questionnaire for prospective providers to complete, covering detailed information about their organization, services, experience, and potential conflicts of interest. The contract term is initially two years, with the OPEB Fund having the option to extend for two additional one-year terms, and either party can terminate the engagement with 30 days' written notice.
The questionnaire requires providers to elaborate on their fees, including whether they offer discounts for public institutions, and to detail any direct or indirect costs that may be incurred. Prospective providers must disclose their professional relationships, potential conflicts of interest, any litigation history, and provide five client references from the past three years. The document seeks in-depth information about the provider's key professionals, services currently offered, relevant experience, and a description of how their services align with the OPEB Fund's scope of services. The RFP emphasizes transparency, requiring providers to disclose any political contributions, gifts, or business relationships with OPEB Fund or City of Pittsburgh officials.
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Text version
ATTACHMENT 2 – PROPOSAL QUESTIONNAIRE
OTHER POST EMPLOYMENT BENEFIT TRUST FUND
Fund Custodial and Investment Services
Request for Proposals
A. INSTRUCTIONS
All prospective applicants shall complete each of the sections of this questionnaire.
Responses should be clear, concise and must be complete.
PROVIDER NAME:
MAIN ADDRESS:
CONTACT:
Name:
Title:
Phone:
Email:
This questionnaire is intended to provide the OPEB Fund with specific information concerning your ability to provide the services as described in this Request for Proposals. Please try to limit your responses to no more than one (1) page per question and complete each response in the same order as in this questionnaire.
B. PROVIDER INFORMATION
1. Provide a historical overview of the provider.
2. List your key professionals in the format provided below. Identify with an asterisk (*) those who will be assigned to the OPEB Fund contract. In an Appendix to this questionnaire, provide a detailed biography and current responsibilities for each person identified. Use additional space as required.
Name Title Location Years with
Provider
Total Years of
Custodial and
Investment
Services
Experience
3. Are you currently a party to any professional liability litigation? If so, please provide an explanation.
4. Do the services stated in this RFP represent your only area of services?
5. Do you provide any other pension-related services to any other persons or entities?
6. Describe the resources and methods you utilize to identify and address potential issues for your clients.
7. Describe your experience with the services as described in the Scope of Services.
8. Provide a checklist of key issues or sample work plan of the steps that you would normally undertake in providing the services as described in the Scope of Services.
9. Describe any potential conflicts of interest you might encounter if selected to provide the services described in this RFP and how these will be mitigated.
10. Provide a list of and describe your professional relationships involving the OPEB Fund or the City of
Pittsburgh in the past five (5) years, together with a statement explaining why such relationships do not constitute a conflict of interest.
11. State whether any individual who will be assigned to the contract is a current or former official or employee of the OPEB Fund or City of Pittsburgh. If applicable, provide details.
12. State whether any individual who will be assigned to the contract is or has been a registered Federal or Pennsylvania lobbyist in the last five years. If applicable, provide details.
13. State whether any of your employees have contributed to the election campaign of any City of
Pittsburgh official within the last two years. If applicable, provide details.
14. State whether any of your employees have made a gift having a value of One Hundred Dollars ($100) or greater to any official or employee of the OPEB Fund or the City of Pittsburgh within the past twelve months. If applicable, provide details.
15. State whether you have retained any third-party intermediary, agent or lobbyist in the past twelve months in connection with the award of this contract. If applicable, provide details.
16. State whether any of your employees have had a direct financial, commercial or business relationship with any official or employee of the OPEB Fund or the City of Pittsburgh within the past twelve months. If applicable, provide details.
17. List five client references with email address and phone number for which you have provided the services listed in the Scope of Services, within the past three (3) years. The OPEB Fund reserves the right to contact any of the client references and to conduct reference checks beyond that supplied by the Prospective Provider.
C. FEES
Set forth with specificity the fees the Prospective Provider would charge the OPEB Fund to serve as its
Provider. The Provider shall include whether these fees are discounted for a public institution.
The Provider also must provide how direct and indirect costs may be incurred by the OPEB Fund, including but not limited to travel, postage fees, and copying charges.
Once the Provider is selected, the fee may be further revised depending on factors that may affect the proposed fee. In no case will the revised fee be higher than the fee contained in the Proposal. The term of the engagement with the selected Provider will extend for an initial term of two (2) years, with the OPEB
Fund having the option to extend the term for up to two (2) additional one (1) year terms. The OPEB Fund may terminate the engagement with the selected Provider upon 30 days’ written notice.
D. SERVICES
Identify and describe the Services currently offered by the Prospective Provider to its clients and how these services are consistent with the description included in the Scope of Services.
E. EXPERIENCE
Identify and describe any experience the Prospective Provider has involving the services as described in
Section B, Scope of Services.
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