Town of Wellesley Investment Consulting Services RFP 2026InvestmentConsulting
Town of WellesleyCity · Wellesley, MA- Due
- Aug 6, 2026
- Deadline passed
- Posted
- Jul 1, 2026
- Primary contact
- Lynn Whynot
- (781) 489-4238
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Summary
The Wellesley Contributory Retirement Board and the Town of Wellesley are inviting proposals from qualified entities to serve as Investment Consultant.
The selected firm will provide services for the Wellesley Contributory Retirement System and the Town of Wellesley Other Post-Employment Benefits (OPEB) Trust. The procurement is categorized under Goods & Services with bid number 2026InvestmentConsulting. Proposals must be submitted by August 6, 2026, at 4:00 PM, with a scheduled bid opening on August 10, 2026. Submissions should be directed to Lynn Whynot via email at [email protected].
REQUIRED ATTACHMENTS
https://www.wellesleyma.gov/DocumentCenter/View/51734
- Submit to
- [email protected]
- Scope location
- Wellesley, MA
Questions about this RFP
How do I respond to this RFP from Town of Wellesley?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 6, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Lynn Whynot.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Wellesley 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.
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 Lynn Whynot at (781) 489-4238. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from Town of Wellesley?
All active and historical solicitations from Town of Wellesley are tracked and searchable. As a city agency, Town of Wellesley 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: https://www.wellesleyma.gov/DocumentCenter/View/51734. Review the full document from Town of Wellesley for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Wellesley, MA. Review the full solicitation for detailed scope requirements.