Tionesta Borough Investment Consulting Administrative Actuarial Services RFP 2026
Town of TionestaCity · Tionesta, PA- Due
- Mar 10, 2026
- Deadline passed
- Posted
- Feb 18, 2026
- Primary contact
- Cindy Crytzer
The 30-second brief
Tionesta Borough is seeking proposals for investment, consulting, custodial, administrative, and actuarial services for its Defined Contribution Municipal Pension Plan. The RFP outlines detailed requirements for each service area, including administrative tasks, actuarial valuations, and investment strategy. It also specifies application procedures, evaluation criteria, and a communication policy.
Financial statements, Pension forms, MMO preparation, Member records maintenance, ACT 205 compliance assistance, Audit process assistance, Legislative monitoring, Additional administrative services, Bi-annual Act 205 Report, Investment services, Investment strategy, Educational services, Reporting procedures, Performance reports, Participant-directed plan changes, Asset allocation descriptions, Past investment performance history, Asset classes and allocation mix, Mutual fund/ETF/SMA selection, Custodial services, Investment services, Administrative and consultative services, Fees schedule, Initial set-up/asset-transfer fees, Early termination fees.
EXPERIENCE AND EXPERTISE, QUALITY OF SERVICES PROPOSED / CUSTOMER SERVICE, REPORTING AND ACCOUNTABILITY, INVESTMENT PERFORMANCE MANAGEMENT & SERVICE, COST OF SERVICES
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Summary
Tionesta Borough is seeking proposals for investment, consulting, custodial, administrative, and actuarial services for its Defined Contribution Municipal Pension Plan.
The RFP outlines detailed requirements for each service area, including administrative tasks, actuarial valuations, and investment strategy. It also specifies application procedures, evaluation criteria, and a communication policy.
EVALUATION CRITERIA
5- EXPERIENCE AND EXPERTISE
- QUALITY OF SERVICES PROPOSED / CUSTOMER SERVICE
- REPORTING AND ACCOUNTABILITY
- INVESTMENT PERFORMANCE MANAGEMENT & SERVICE
- COST OF SERVICES
REQUIRED DELIVERABLES
25- Financial statements
- Pension forms
- MMO preparation
- Member records maintenance
- ACT 205 compliance assistance
- Audit process assistance
- Legislative monitoring
- Additional administrative services
- Bi-annual Act 205 Report
- Investment services
- Investment strategy
- Educational services
- Reporting procedures
- Performance reports
- Participant-directed plan changes
- Asset allocation descriptions
- Past investment performance history
- Asset classes and allocation mix
- Mutual fund/ETF/SMA selection
- Custodial services
- Investment services
- Administrative and consultative services
- Fees schedule
- Initial set-up/asset-transfer fees
- Early termination fees
REQUIRED ATTACHMENTS
3- RFP APPLICATION AND STANDARD QUESTIONS
- RFP GENERAL POLICY GUIDELINES FOR APPLICANTS
- RFP STANDARD DISCLOSURE FORM
- Submit to
- [email protected]
- Scope location
- Tionesta, Pennsylvania
- Reported agency
- Tionesta Borough
Questions about this RFP
How do I respond to this RFP from Town of Tionesta?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 10, 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: [email protected]. For questions, contact Cindy Crytzer.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Tionesta in PA, 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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Cindy Crytzer. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Financial statements, Pension forms, MMO preparation, Member records maintenance, ACT 205 compliance assistance, Audit process assistance, Legislative monitoring, Additional administrative services, Bi-annual Act 205 Report, Investment services, Investment strategy, Educational services, Reporting p. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "EXPERIENCE AND EXPERTISE, QUALITY OF SERVICES PROPOSED / CUSTOMER SERVICE, REPORTING AND ACCOUNTABILITY, INVESTMENT PERFORMANCE MANAGEMENT & SERVICE, COST OF SERVICES" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Tionesta?
All active and historical solicitations from Town of Tionesta are tracked and searchable. As a city agency, Town of Tionesta 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: RFP APPLICATION AND STANDARD QUESTIONS, RFP GENERAL POLICY GUIDELINES FOR APPLICANTS, RFP STANDARD DISCLOSURE FORM. Review the full document from Town of Tionesta for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Tionesta, Pennsylvania. Review the full solicitation for detailed scope requirements.