OPEB Trust to Consider Bartholomew Investment Policy Requests

The ACCEPT OPEB Trust Board is scheduled to consider requests from Bartholomew & Company, Inc. concerning OPEB policy language and a 3% private-credit target within a 70/30 portfolio. The agenda does not state an amount or contract term.

Document date · September 17, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

ACCEPT Education Collaborative Agenda Board of Directors Meeting and OPEB Trust Meeting 2025-09-17

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by ACCEPT Education Collaborative?

Bartholomew & Company Inc was awarded this financial services contract by ACCEPT Education Collaborative, as recorded on September 17, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in ACCEPT Education Collaborative Agenda Board of Directors Meeting and OPEB Trust Meeting 2025-09-17 (Agenda), dated September 17, 2025 from ACCEPT Education Collaborative. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bartholomew & Company Inc hold?

Bartholomew & Company Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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