Other Post Employment Benefits Trust Services

Solicitation No. R-11-020-DS
Status: Selection Approved and Awarded
Awarded:
Due Date: 2:00 PM Monday, 10/24/11

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.

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Downloads

Full RFP Proposal
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Required Exhibits in MS Word Format
Oct. 3, 2011
Questions and Answers
Oct. 11, 2011
Investment Policy 2010
Oct. 11, 2011
Addendum
Oct. 3, 2011