REQUEST for Proposal
INVESTMENT CONSULTING SERVICES
SERVICES TO BE PROVIDED
This Request for Proposal issued by the Policemen’s Annuity and Benefit Fund of Chicago (“Fund”) has the purpose of soliciting a formal response and bid from qualified investment consulting firms that provide general investment consulting services to the Board of Trustees of the Fund and the Fund's staff.
The RFP process is for the Fund's benefit and is intended to provide the Fund with competitive information to assist in the evaluation of institutional firms. Each firm is responsible for determining all factors necessary for submission of a comprehensive proposal.
- David R. Kugler, ESQ
- Peter Orris, M.D.
Answers must be provided in electronic format only to RFPconsultant@chipabf.org by 4pm CST September 18, 2015.
Request For Proposal
- Questions and Answers
- Cover Letter
- Consultants Questionnaire
- Certification And Conflicts
- Terms & Conditions
Proposals become the property of the Fund and these and any late submissions will not be returned. Your Proposal will be open to the public under the Illinois Freedom of Information Act (FOIA) (5 ILCS 140) and other applicable laws and rules, unless you request in your Proposal that we treat certain information as exempt. We will not honor requests to exempt an entire Proposal. You must show the specific grounds in FOIA or another law or rule that support exempt treatment. Regardless, we will disclose the successful Bidder’s name, and the substance of the Proposal. If you request exempt treatment, you must submit an additional copy of the Proposal with exempt information deleted. This copy must tell the general nature of the material removed and shall retain as much of the Proposal as possible. You will be responsible for any costs or damages associated with our defending your request for exempt treatment. You agree the Fund may copy the Proposal to facilitate evaluation, or to respond to requests for public records. You warrant that such copying will not violate the rights of any third party.
Non-Discrimination: No decisions regarding Bidders will be influenced by race, sex, color, religion, national origin, age, disability, veteran status, marital status, or any other unlawful basis.
Exceptions: (i) sole source procurements, (ii) emergency procurements, and (iii) at the discretion of the pension fund, retirement system, or board of investment, contracts that are nonrenewable and one year or less in duration, so long as the contract has a value of less than $20,000.