General Investment Consulting

Agency: State Government of Pennsylvania
State: Pennsylvania
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Mar 19, 2026
Due Date: Apr 21, 2026
Solicitation No: 2026-2
Original Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

General Information

Department for this solicitation:
Procurement

Date Prepared:

03/19/26
Types:
RFP

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

Solicitation/Project#:
2026-2
Solicitation/Project Title:
General Investment Consulting

Description:
The Board is seeking a consultant(s) for non-discretionary investment consulting and performance measurement services to fulfill its fiduciary duties with respect to the Fund.  The services requested under this RFP have been divided into two (2) Lots: 1.) General Consultant Services and  2.) Performance Consultant Services.  Offerors may propose on an individual Lot or both Lots.  The Board will make an award in the best interests of the Commonwealth of two (2) individual Lots or as a combination of both Lots.

Department Information

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


County:

Statewide
Duration:

3 years

Contact Information

First Name:
Psers
Last Name:
Procurement

Phone Number:

(XXX-XXX-XXXX)
717-441-0018
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:

03/19/26

Solicitation Due Date:

04/21/26
Solicitation Due Time:

2:00 PM

Solicitation Opening Date:

04/21/26
Solicitation Opening Time:

2:00 PM

Opening Location:

Psers 5 North 5Th Street Harrisburg  Pa 17101

No. of Addendums:

0

Amended Date:
03/19/26
Related Solicitation Files

Original Files
Appendix A Proposal Cover Letter (No SDB VBE).pdf
Appendix B BOP-1301_DomesticWorkforceUtilizationCertification_ServicesRFP.pdf
Appendix C IranFreeProcurementCertificationForm.pdf
Appendix D TradeSecret_ConfidentialPropertyInfoNotice.pdf
Appendix E BOP-2201 EO 2021-06 Worker Protection Form.pdf
Appendix G Political Contribution Form.pdf
Appendix H Asset Allocation.pdf
Appendix F - Cost Submittal.xlsx
Part V Sample Contract.pdf
RFP2026-2 General Investment Consulting.pdf


Attachment Preview

APPENDIX A
PROPOSAL COVER SHEET
COMMONWEALTH OF PENNSYLVANIA
Public School Employees’ Retirement System
RFP# 2026-2 General Investment Consulting
The proposal of the Offeror identified below for the above-referenced RFP is submitted
comprised of separate files for Technical and Cost.
Offeror Name
Offeror Mailing Address
Offeror Information:
Offeror Website
Offeror Contact Person
Contact Person’s Phone Number
Contact Person’s E-Mail Address
Offeror Federal ID Number
Offeror SAP/SRM Vendor Number
Four (4) Paper Proposals with one marked “Original” (Technical/ Cost)
One (1) Electronic Proposal (Technical/ Cost)
One (1) Redacted Electronic Proposal (Technical)
Technical Proposal Submittal
Domestic Workforce Utilization Certification (Appendix B)
Iran-Free Procurement Certification (Appendix C)
Trade Secret Confidential Proprietary Information Notice (Appendix D)
Worker Protection and Investment Certification Form (Appendix E)
Political Contribution reporting (APPENDIX G)
Cost Submittal (Appendix F)
Signature:
Signature of an official authorized to bind the Offeror to the provisions contained in the Offeror’s proposal:
Printed Name:
Title:
FAILURE TO COMPLETE, SIGN AND RETURN THIS FORM WITH THE OFFEROR’S PROPOSAL MAY
RESULT IN THE REJECTION OF THE OFFEROR’S PROPOSAL
This page summarizes the opportunity, including an overview and a preview of the attached documents.
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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