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Investment Consultant Services Request for Proposals (RFP)

9/3/04

The Board of the Massachusetts Port Authority Employees Retirement System (MPAERS) is seeking proposals from qualified investment consultants to advise the Board with regard to the management of the Systems pension funds, presently approximating $290 million. Completed responses must be received by 5:00 p.m. on October 15, 2004.

The Board will enter into a three-year consulting agreement having an option on behalf of the MPAERS to renew for up to three additional one-year terms. Proposals must be received by the Massachusetts Port Authority Employees Retirement System prior to 5:00 P.M. eastern standard time on October 15, 2004 at the Board's offices. Any proposal not meeting this deadline will not be accepted or considered. Faxed or electronic transmissions are not acceptable.

Proposals should be directed to:

    Ms. Irene Moran
    Director of Retirement,
    Massachusetts Port Authority Employees Retirement System
    One Harborside Drive, Suite 200S
    East Boston, MA 02128-2909.
Click on the following links to view the RFP and attachments in PDF format (requires Acrobat Reader)

Click here to view the RFP

Attachment 3 (part I):
PERAC Regulations
http://www.mass.gov/perac/investment/2601to2603.pdf


Attachment 3 (part II):
PERAC Regulations
http://www.mass.gov/perac/investment/2604to2606.pdf


Attachment 5:
Disclosure Statement for Consultants
http://www.mass.gov/perac/forms/0803disclosurestatementconsultants.pdf


Attachment 6:
Vendor Certification
http://www.mass.gov/perac/forms/0803vendorcertificationform.pdf


Attachment 7:
Application for Consultants
http://www.mass.gov/perac/forms/0803applicationforconsultants.pdf





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