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Investment Consulting and Fiduciary Advisory Services

Open
State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Place of Performance

GA, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-0011.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult

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Timeline

Posted

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Submission deadline

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Organization & Contact Information

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AgencyGeorgia → Columbus Consolidated Government
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs professional investment advisory services for prime contractors on Columbus Consolidated Government pension fund projects. Conducts monthly asset allocation analysis, manager selection, and due diligence for domestic/international equity and fixed income. Utilizes financial modeling software and market data terminals. Requires SEC Registered Investment Advisor (RIA) status and ERISA fiduciary compliance. Delivers asset allocation reports and manager dossiers.

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RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult
Solicitation # 27-0011
The Columbus Consolidated Government is soliciting proposals under RFP No. 27-0011 for professional investment consultant services to support the Public Employee Retirement Systems Pension and Benefit Trust Fund. This annual contract, intended to run for five years from April 1, 2027, through March 31, 2032, covers the Major Disability Income, Death Benefit, General Government, and Public Safety plans. The selected consultant will provide comprehensive consulting, custodial, and fiduciary services, including monthly asset allocation analysis, market projections, manager selection and due diligence, and board support such as creating orientation packages and providing training to meet O.C.G.A.§47-1-17 requirements. Additionally, the consultant must coordinate with actuaries, assist with government surveys, and handle paperwork for class action suits while adhering to ERISA and CFA Institute professional standards. Proposals will be evaluated based on the most advantageous terms to the City, with scores averaged and ranked by an evaluation committee. Applicants must submit a single PDF file via the OpenBids portal by the December 9, 2026, deadline. Required documentation includes a transmittal letter, E-Verify affidavit, conflict of interest affidavit, business license, W-9, and resumes for key account executives. The contract mandates strict adherence to the Procurement Ordinance of Columbus, Georgia, and various federal non-discrimination and labor laws. Standard payment terms are net 30 days, and the proposal must remain binding for at least 180 days from the submission date.

POSTED

about 7 hours ago

DEADLINE

in about 1 month
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