Investment Counsel

Project Information

Bid Title
Investment Counsel
Issuing Agency
State Government of Pennsylvania
Location
Pennsylvania
Published Date
May 13, 2026
Closing Date
Jun 24, 2026
Government Level
State & Local
Status
Closed
Ref. #
RFP2026-1
Original Source
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Project Description

General Information

Department for this solicitation:
Procurement

Date Prepared:

12/17/25
Types:
RFP

Advertisement Type:
Service Materials Service & Materials PW Construction Agency Construction Real Estate

Solicitation/Project#:
RFP2026-1
Solicitation/Project Title:
Investment Counsel

Description:
To satisfy a need for investment counsel and other related legal services that may arise on an ad hoc basis.  Specifically, Executive Order 2015-2 provides that legal service or legal consultant contracts shall be awarded on a sole source basis only when it is clearly not feasible to utilize competitive bidding because of an urgency or need or other documented circumstances.

At various times, PSERS has been required to manage investment matters including taking exigent action, where the complex legal, factual, and/or technical nature of the action necessitates the identification of outside counsel possessing specialized capabilities.  PSERS has issued this RFP to select standing legal counsel(s) to aid in such emergent legal matters.  For purposes of this RFP, PSERS will be making a limited multiple award to the highest evaluated Law Firms based upon the criteria set forth in this RFP.

Department Information

Department/Agency:
Public School Employees' Retirement System
Delivery Location:

Harrisburg  Pa

County:

Statewide
Duration:

3 years

Contact Information

First Name:
William
Last Name:
Spiker

Phone Number:

(XXX-XXX-XXXX)
717-720-4824
Email:
ra-psprocurement@pa.gov

Solicitation Information

Bids must be received by the purchasing agency on the Solicitation Due Date no later than the Solicitation Due Time as set forth in the solicitation. Any conflict between the dates and/or times contained in the solicitation itself or its attachments and this advertisement shall be resolved in favor of the solicitation.


Solicitation Start Date:

05/14/26

Solicitation Due Date:

06/24/26
Solicitation Due Time:

2:00 PM

Solicitation Opening Date:

06/24/26
Solicitation Opening Time:

2:01 PM

Opening Location:


No. of Addendums:

0

Amended Date:
05/13/26
Related Solicitation Files

Original Files
RFP2026-1 Investment Counsel .pdf
Appendix A Proposal Cover Letter.pdf
Appendix B - Cost Submittal.xlsx
Appendix C TradeSecret_ConfidentialPropertyInfoNotice.pdf
Appendix D Statement of Qualifications.pdf
Appendix E - Personnel Experience by Key Position (2).pdf
Appendix F - Project References.pdf
Appendix G SDB_Participation_ Summary Sheet and Attachments.pdf
Appendix H VBE_Participation_ Summary Sheet and Attachments.pdf
Appendix I Model Form SDB VBE Subcontract Agreement.pdf
Appendix J - Sample Appointment Letter.pdf
Part VI - Contract for Legal Services.pdf


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Commodity Codes
  • NAICS 541110Offices of Lawyers
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