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Trustee Education and Compliance Training

Open
State & Local

Contract Overview

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

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.

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

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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 specialized training and educational services for prime contractors on Columbus Consolidated Government pension fund projects. Develops orientation packages and provides formal Board training on O.C.G.A.§47-1-17, accounting principles, and market conditions. Requires expertise in Georgia state law and public pension governance. Delivers trustee orientation packages and completed training certifications.

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Somerset NHS Foundation Trust

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More opportunities from Georgia → Columbus Consolidated Government

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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.

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