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  5. ›PENSION & POST EMPLOYMENT TRUST (OPEB) INVESTMENT CONSULTING SERVICES

The Metropolitan District·Connecticut

PENSION & POST EMPLOYMENT TRUST (OPEB) INVESTMENT CONSULTING SERVICES

Closes 7/14/2026$500k – $1MRequest for ProposalLogin required
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Description

The Metropolitan District (MDC) in Connecticut is seeking a qualified firm to provide investment consulting services for its Pension and Other Post‑Employment Benefits (OPEB) trusts. The consultant will advise on investment strategy, asset allocation, risk management, and performance monitoring to help the district meet its fiduciary responsibilities and long‑term funding goals. This is a professional services contract focused on financial and investment expertise rather than a product supply. • Scope includes strategic investment planning, portfolio analysis, and ongoing advisory support for both pension and OPEB trusts. • Contractor must have proven experience in public‑sector pension and OPEB investment consulting, with ability to deliver actionable recommendations and reporting. • Deliverables likely involve reports, presentations, and regular briefings to MDC officials throughout the contract period.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Leland Zak(Contract Specialist)

[email protected]

(860) 278-7850

Key dates

Opened
6/9/2026
Questions due
6/30/2026
Closes
7/14/2026

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541618
Solicitation №
2026R-03

Budget estimate

$500,000 – $1,000,000

No contract value is disclosed; however, comparable municipal pension consulting engagements typically range from $500 k to $1 M depending on scope, duration, and expertise required. The estimate assumes a multi‑year advisory contract with regular deliverables and senior‑level consulting staff.

AI estimate from the solicitation

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