New York State Contract Reporter #Event 498

RGRTA Seeks Pension Fund Investment Advisory and Trustee Services for Two Pension Plans

This opportunity involves the Rochester-Genesee Regional Transportation Authority (RGRTA) seeking pension fund investment advisory and trustee services for two pension plans for non-union employees. - Government Buyer: - Rochester-Genesee Regional Transportation Authority (RGRTA), Procurement Division - Primary contact: Sarah Chappell - OEMs and Vendors Mentioned: - USI Investment Advisors, Inc. (previous awardee) - Products/Services Requested: - Pension fund investment advisory services for two pension plans - Trustee services for management and oversight of two pension plans - No specific part numbers or quantities; services cover two plans - Unique or Notable Requirements: - Vendors must register on the RTS Supplier Portal to access documents and submit proposals - Adherence to detailed submission procedures outlined in the solicitation - Place of Performance: - 1372 E. Main St, Rochester, NY 14609 (RGRTA headquarters) - Contract Term: - Five-year contract for both services

Description

The Rochester Genesee Regional Transportation Authority (RGRTA) is soliciting proposals from qualified vendors to provide pension fund investment advisory and trustee services for two pension plans sponsored by the Authority for its non-union employees. The contract term is five years. Interested vendors must register on the RTS Supplier Portal to view event documents and submit responses by the due date. The solicitation includes detailed instructions for registration and response submission.

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