Other Post Employment Benefits Trust Services
Awarded:
The San Antonio Water System (SAWS) is requesting proposals from qualified firms to provide comprehensive services for the establishment and administration of a Section 115 irrevocable trust (Trust) for other post employment benefits (OPEB).
The intent of this RFP is to identify and select interested firm(s) to provide comprehensive services for the establishment and administration of an IRS-approved Section 115 irrevocable trust relating to SAWS’ obligations for other post employment benefits.
The contract, once awarded, will be for an initial three-year period with an option to extend the term for up to two additional one-year periods.
Downloads
Full RFP Proposal
Note: You will be prompted to login to access the full proposal document. |
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Required Exhibits in MS Word Format
Oct. 3, 2011 |
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Questions and Answers
Oct. 11, 2011 |
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Investment Policy 2010
Oct. 11, 2011 |
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Addendum
Oct. 3, 2011 |