About this opportunity
AI summaryColumbus Consolidated Government requires qualified USA organizations to provide investment consultant services for the Public Employee Retirement Systems Pension and Benefit Trust Fund. The selected firm will act as custodian and fiduciary provider while delivering qualitative analysis, daily monitoring, and database access covering domestic, international, and emerging market funds across multiple employee plans under a five-year contract. Offerors must submit electronic responses as a single PDF file through OpenBids by December 9, 2026, at 5:00 PM Eastern. An evaluation committee will grade proposals against established criteria, and the Columbus City Council will determine the final award based on total cost and factors most advantageous to the city.
Buyer and opportunity details
- Client
- Columbus Consolidated Government
- Solicitation No.
- 27-0011
Scope of work
- Act as Custodian of pension assets and Fiduciary Services provider
- Provide qualitative analysis for each of the Plans' managers or funds
- Provide performance analysis and asset allocation analysis on monthly, quarterly, and annual bases
- Perform daily monitoring of managers and advise on manager probation and termination
- Serve as liaison with investment managers and conduct necessary negotiations
- Review current Pension Investment Policy on a regular basis and recommend changes
- Attend monthly investment review meetings and any sub-committee meetings
- Perform specialized studies, reports, ongoing research, and Trustee training
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Stability and General Experience of the Firm | 20% |
| Depth and Experience of Personnel | 30% |
Minimum qualifications
- Expertise on staff to provide a full range of investment consulting services for the Fund
- Expertise on staff to provide market outlook, projections, analysis, and benchmark comparisons
- Demonstrated appropriate experience servicing clients with similar municipal pension plans
Documents to include with your response
- Transmittal Letter
- Transmittal Information - Exhibit A
- E-Verify Affidavit - Form 1
- Communication Concerning this Solicitation - Form 2
- Conflict of Interest Affidavit - Form 3
- Non-Collusion Affidavit - Form 4
- Federal Compliance - Form 5
- Addenda Acknowledgement - Form 6
- Experience/Qualifications - Exhibit B and Exhibit C
- Insurance Checklist (Form 8) or Certificate of Insurance
Key dates
- Date of RFP
- November 6, 2026
- Questions due
- five business days prior to the proposal due date
- Proposals due
- DECEMBER 9, 2026 - 5:00 PM (Eastern)
- Contract start
- April 1, 2027
How to submit
- Method
- Electronic via OpenBids
- Instructions
- Submit one single PDF file through OpenBids (zip files not acceptable). Hand-delivered submittals will not be accepted. After award, vendor must provide hard copies with original signatures.
Contract details
- Term
- five (5) years, beginning April 1, 2027
- Place of performance
- Columbus, Georgia
- Insurance and bonding
- Carrier Rating shall be Best's Rating of A-VII or its equivalents; 30 days prior written notice of cancellation; City shall be named Additional Insured on all policies.
- Funding
- 2 CFR 200, Appendix II