Plymouth Retirement Board Investment Management Services RFP 2026
Massachusetts Department of RevenueState · Boston, MA- Due
- Aug 28, 2026
- Deadline passed
- Posted
- Jul 29, 2026
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THE 30-SECOND BRIEF
The Plymouth Retirement Board is soliciting proposals for actively managed domestic large cap value, international value, and international growth equity investment management services. Proposals and required PERAC disclosures are due by August 28, 2026.
Proposal for actively managed domestic value oriented large cap equity investment management services, PERAC Vendor Disclosures, PERAC Vendor Contact Form, PERAC Vendor Certification Form, PERAC Placement Agent Statement, PERAC Placement Agents Policy
SUMMARY
The Plymouth Retirement Board is soliciting proposals for actively managed domestic large cap value, international value, and international growth equity investment management services. Proposals and required PERAC disclosures are due by August 28, 2026.
REQUIRED DELIVERABLES
Proposal for actively managed domestic value oriented large cap equity investment management services, PERAC Vendor Disclosures, PERAC Vendor Contact Form, PERAC Vendor Certification Form, PERAC Placement Agent Statement, PERAC Placement Agents Policy
REQUIRED ATTACHMENTS
5- PERAC Vendor Disclosures
- PERAC Vendor Contact Form
- PERAC Vendor Certification Form
- PERAC Placement Agent Statement
- PERAC Placement Agents Policy
- Submit to
- http://www.fiducientadvisors.com/client-rfps
- Scope location
- Plymouth, MA
- Reported agency
- Plymouth Retirement Board
Questions about this RFP
How do I respond to this RFP from Massachusetts Department of Revenue?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 28, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: http://www.fiducientadvisors.com/client-rfps.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Massachusetts Department of Revenue in MA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal for actively managed domestic value oriented large cap equity investment management services, PERAC Vendor Disclosures, PERAC Vendor Contact Form, PERAC Vendor Certification Form, PERAC Placement Agent Statement, PERAC Placement Agents Policy. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
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Where can I find more RFPs from Massachusetts Department of Revenue?
All active and historical solicitations from Massachusetts Department of Revenue are tracked and searchable. As a state agency, Massachusetts Department of Revenue regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: PERAC Vendor Disclosures, PERAC Vendor Contact Form, PERAC Vendor Certification Form, PERAC Placement Agent Statement, PERAC Placement Agents Policy. Review the full document from Massachusetts Department of Revenue for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Plymouth, MA. Review the full solicitation for detailed scope requirements.