Rochester-Genesee Regional Transportation Authority Awards Financial Services Contract to Usi Consulting Group (June 2026)

RGRTA awarded USI Consulting Group a five-year contract for investment management and custodial services for two non-union retirement plans. Fees include a 0.15% investment management charge and a 0.02% custodial and trustee fee.

Document date · June 25, 2026

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Scope & details

The full contract record, as filed.

Contract amount

Fees billed quarterly according to Attachment A: 0.15% investment management fee and 0.02% custodial and trustee fee

Contract type

FINANCIAL_SERVICES

Contract term

Five years

Renewal date

2031-06-25

Renewal

Five-year term; no renewal options or automatic renewal provisions stated.

Document type

Minutes

Source document

Rochester-Genesee Regional Transportation Authority Minutes Regular Meeting June 25, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Rochester-Genesee Regional Transportation Authority?

Usi Consulting Group was awarded this financial services contract by Rochester-Genesee Regional Transportation Authority, as recorded on June 25, 2026. The contract value is Fees billed quarterly according to Attachment A: 0.15% investment management fee and 0.02% custodial and trustee fee.

How much is the Usi Consulting Group contract with Rochester-Genesee Regional Transportation Authority worth?

The Usi Consulting Group contract with Rochester-Genesee Regional Transportation Authority is valued at Fees billed quarterly according to Attachment A: 0.15% investment management fee and 0.02% custodial and trustee fee, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Rochester-Genesee Regional Transportation Authority Minutes Regular Meeting June 25, 2026 (Minutes), dated June 25, 2026 from Rochester-Genesee Regional Transportation Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Usi Consulting Group hold?

Usi Consulting Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Usi Consulting Group's profile

What is Rochester-Genesee Regional Transportation Authority currently buying?

Explore Rochester-Genesee Regional Transportation Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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