Other Post-Employment Benefit (OPEB) Plan Trust Advisory Services
Closed State & local contract opportunity Posted
- Solicitation number
- 2138085
- State
- New York
- Responses due
Opportunity facts
- Point of contact
-
- Brian McGuire brian.mcguire@efc.ny.gov (518) 486-9267
Updated .
About this opportunity
The New York State Environmental Facilities Corporation is requesting proposals for comprehensive advisory, administrative, and investment management services for the establishment and ongoing management of an OPEB Section 115 Trust, with proposals due September 17, 2026. The procurement carries MWBE and SDVOB participation goals: 15% MBE, 15% WBE, and 6% SDVOB.
The scope encompasses advisory services for OPEB trust structuring, administrative support for trust operations, and investment management services for the trust portfolio. Qualified firms must demonstrate experience in OPEB Section 115 trust design, fiduciary compliance, and actuarial or investment oversight relevant to post-employment benefit funding vehicles.
No incumbent contractor is identified in the source. The RFP is available at efc.ny.gov/rfp.
Opportunity text
The New York State Environmental Facilities Corporation (EFC) requests proposals from qualified firms to provide comprehensive advisory, administrative, and/or investment management services for the establishment and ongoing management of an OPEB Section 115 Trust. Please visit efc.ny.gov/rfp for a copy of the RFP. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: NONE Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 6.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 15.00% WBE Goal: 15.00%
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