AGENCY · STATELIVE DATA

Mbta Retirement Plan bids, RFPs and contracts

Boston, Massachusetts
Latest pre-RFP
Sep 18, 2026
49 days ago
Pre-RFPs
1
Contracts
24
19 vendors

The 30-second brief

What they're planning

1 pre-RFP (projects, hiring and grants) found in Mbta Retirement Plan's meetings, most in administration & finance. The latest, from Sep 18: At its September 18, 2026 meeting, the MBTA Retirement Fund Board unanimously authorized the Executive Director to obtain, negotiate and execute investment documents for a $15 million investment with Hamilton Lane Opportunistic Credit Fund I. The authorization was conditioned on satisfactory review and approval of the documents by Investment Counsel and Investment Consultant. The board also approved the Executive Director's 2026 Mid-Year Report. Decision state: contract documents authorized, subject to review.

Where the money goes

Its tracked contracts and projects concentrate in Administration & Finance.

How they buy

Latest awards: Hamilton Lane Opportunistic Credit Fund I for MBTA Retirement Fund Approves Hamilton Lane Investment ($ 15 million, Sep 2026) and Constitution Capital – Ironsides Opportunities Evergreen Fund ($6 million, Jun 2026).

Latest pre-RFP Sep 18

1 pre-RFP tracked at Mbta Retirement Plan. Get ones like it, free.

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Pre-RFP projects

Projects, hiring and grants found in Mbta Retirement Plan's meetings, before they turn into RFPs.

Vendors and contracts

Who Mbta Retirement Plan buys from, taken from council records. 24 contracts with 19 vendors.

HAMILTON LANE OPPORTUNISTIC CREDIT FUND IMBTA Retirement Fund Approves Hamilton Lane Investment · Sep 18$ 15 million
CONSTITUTION CAPITAL – IRONSIDES OPPORTUNITIES EVERGREEN FUNDMBTA Retirement Fund Approves Constitution Capital Investment · Jun 18$6 million
CHURCHILL SENIOR LOAN V – LEVERED EVERGREENMBTA Retirement Fund Approves Churchill Senior Loan Investment · Jun 18$6 million
HOLLAND & KNIGHT LLPBoard Authorizes Holland & Knight Attorney for Session · Apr 17UndisclosedALLIANCE BERNSTEINMBTA Fund Terminates Alliance Bernstein Equity Mandate · Mar 20Undisclosed

Questions about Mbta Retirement Plan

How do I become an approved vendor for Mbta Retirement Plan?

Mbta Retirement Plan currently works with 19 vendors across contract types including FINANCIAL_SERVICES, and LEGAL. Start by reviewing their procurement guidelines and vendor registration requirements. Getting in early — before opportunities go to formal bid — gives you a significant edge.

How do I win a contract with Mbta Retirement Plan?

Small purchases under MA's simplified acquisition threshold can be awarded directly — no formal bidding required. Top procurement categories include Administration & Finance (1), so these are the areas most likely to have upcoming spend. The key is timing: reach the right department head while they're still scoping the project, not after the RFP is already live. Monitoring what agencies are discussing and spending on helps you start conversations before the competition.

Where does Mbta Retirement Plan publish RFPs?

Mbta Retirement Plan publishes formal RFPs on its official website and MA's state procurement portal. Aggregating all sources into one place ensures you never miss an opportunity.

Who makes purchasing decisions at Mbta Retirement Plan?

At Mbta Retirement Plan, purchasing decisions are overseen by the agency's procurement office, with department heads holding significant influence over vendor selection. Knowing who controls budget and who influences vendor selection is the difference between a warm introduction and a cold call.

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What does Mbta Retirement Plan spend the most on?

Based on 1 tracked contracts, Mbta Retirement Plan spends most on Administration & Finance (1). Contract types include FINANCIAL_SERVICES, and LEGAL. A complete spending breakdown — by category, vendor, contract value, and renewal date — helps you target the highest-value opportunities.

Who are Mbta Retirement Plan's current vendors?

Mbta Retirement Plan currently works with vendors including HAMILTON LANE OPPORTUNISTIC CREDIT FUND I, CONSTITUTION CAPITAL – IRONSIDES OPPORTUNITIES EVERGREEN FUND, CHURCHILL SENIOR LOAN V – LEVERED EVERGREEN, HOLLAND & KNIGHT LLP, ALLIANCE BERNSTEIN, RBC GLOBAL ASSET MANAGEMENT, FRONTIER CAPITAL MANAGEMENT, DIMENSIONAL US SMALL CAP EQUITY, INVESCO, and JP MORGAN SPECIAL SITUATIONS PROPERTY FUND. These vendors span contract types like FINANCIAL_SERVICES, and LEGAL. Understanding who the incumbents are — what they were awarded and when contracts are up for renewal — helps you position competitively.

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