Project Information

Bid Title

Pension Plan Investment Financial Institution & Advisory Services

Issuing Agency

City of Morgantown

Location

West Virginia

Published Date

Dec 22, 2025

Closing Date

Jan 22, 2026

Government Level

State & Local

Status

Closed

Ref. #

2026-13

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

Bid Number:	2026-13
Bid Title:	Pension Plan Investment Financial Institution & Advisory Services
Category:	Miscellaneous
Status:	Open

Description: The Employees’ Retirement and Benefit Fund of the City of Morgantown, WV hereinafter referred to as the "Fund" is soliciting proposals from qualified vendors to provide investment financial institution and investment advisory services for the Fund. The Fund has issued this Request for Proposals (RFP) to seek proposals from qualified financial institutions and investment advisory firms (Vendors) to provide certain investment advisory services for the Fund, in accordance with the specifications, terms and conditions of the RFP. “Services” include, without limitation, providing investment advisory services, objective expert advice, providing reports, reviewing and recommending revisions to investment policies, reviewing and recommending investment options, reviewing offering statements, participation agreements and disclosure documents (between the Board and account holders, reviewing and providing recommendation on the shareholder voting policy, giving recommendations on shareholder voting proxies, attending board and committee meetings, conducting due diligence reviews and any other additional matters as agreed upon by the Board and the Vendor. By signing and submitting its proposal, the successful Vendor agrees to be bound by all the terms contained in this RFP. An RFP is generally used for the procurement of services in situations where price is not the sole determining factor, and the award will be based on a combination of cost and technical factors (Best Value). Through its proposal, the bidder offers a solution to the objectives, problem, or need specified in the RFP, and defines how it intends to meet (or exceed) the RFP requirements. The initial term will begin on March 1, 2026, and will be for two (2) years, with the option of renewing upon the mutual written agreement of the parties for up to three (3) additional one (1) year periods, or until such time as the Board awards a purchase order pursuant to a new solicitation for the Services. Please see related documents for bidder instructions, general terms and conditions, and more. Publication Date/Time: 12/19/2025 7:00 AM Closing Date/Time: 1/22/2026 4:00 PM Related Documents: Employees Retirement and Benefit Fund - RFP for Investment Advisor Services

Attachment Preview

To access this preview, please sign up here.

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.