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The document is a Required Attachment Checklist for the Other Post Employment Benefit (OPEB) Trust Fund's Request for Proposals (RFP) for Fund Custodial and Investment Services. The checklist outlines the mandatory attachments required for a responsive proposal submission, specifically Attachment 1 (Minimum Qualifications Certification), Attachment 2 (Proposal Questionnaire), and Attachment 3 (Prospective Provider Certification Sheet). Bidders must submit ten (10) written copies and one (1) electronic copy of the proposal, with the Master Copy containing original signatures.

The document provides procedural guidance for proposal preparation, emphasizing the importance of completing and including all required attachments to ensure the proposal is considered responsive. While the checklist does not provide specific details about pricing, service requirements, or contract terms, it establishes a clear framework for potential providers to follow when submitting their proposals for the OPEB Trust Fund's custodial and investment services opportunity.

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REQUIRED ATTACHMENT CHECKLIST

OTHER POST EMPLOYMENT BENEFIT TRUST FUND

Fund Custodial and Investment Services

Request for Proposals

A complete Proposal package will consist of the items identified below.

Complete this checklist to confirm that the following items are included in the Proposal. Place a check mark or “X” next to each item that you are submitting. For the Proposal to be responsive, all required attachments must be returned, including this checklist. Submit ten (10) written copies and one (1) electronic copy of the Proposal to the OPEB Fund. The Master Copy must contain original signatures.

Attachment: Attachment Name/Description:

_____ Attachment 1 Minimum Qualifications Certification

_____ Attachment 2 Proposal Questionnaire

_____ Attachment 3 Prospective Provider

Certification Sheet

File details come from the government source that posted it. Updated .