Town of Woodbury Plan Administrative, Investment Advisory & Actuarial Services RFP 2026
Town of Woodbury, Town of Woodbury, CT·City
Track Town of Woodbury solicitations
Get alerted when Town of Woodbury posts a new RFP, and see the pre-RFP signals months before it publishes.
- Primary Contact
- Paul A. Zulpa · (203) 263-2141
- Contract Term
- 3 years
- Scope Location
- Woodbury, CT
- Submission Address
- First Selectman's Office, 281 Main Street South, Woodbury, CT 06798
SUMMARY
The Town of Woodbury is soliciting proposals for administrative, investment advisory, and actuarial services for its retirement programs, including a $11M Defined Benefit Plan and multiple Defined Contribution plans. Proposals are due June 23, 2026.
EVALUATION CRITERIA
Firm history, Municipal experience, Closed DB plan experience, Professional credentials, Key personnel bios
REQUIRED DELIVERABLES
Executive Summary, Detailed Scope Response, Reporting Samples, Fee Proposal, References, Transition Plan, Signed Certifications
REQUIRED ATTACHMENTS
Non-Collusion Certification, Conflict of Interest Disclosure, Vendor Response Checklist, Indemnification Certificate
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from Town of Woodbury?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 23, 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: First Selectman's Office, 281 Main Street South, Woodbury, CT 06798. For questions, contact Paul A. Zulpa.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firm history, Municipal experience, Closed DB plan experience, Professional credentials, Key personnel bios" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Woodbury?
All active and historical solicitations from Town of Woodbury are tracked and searchable. As a city agency, Town of Woodbury regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
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: Non-Collusion Certification, Conflict of Interest Disclosure, Vendor Response Checklist, Indemnification Certificate. Review the full document from Town of Woodbury for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Woodbury in CT, 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 Paul A. Zulpa at (203) 263-2141. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Woodbury, CT. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Executive Summary, Detailed Scope Response, Reporting Samples, Fee Proposal, References, Transition Plan, Signed Certifications. Proposals should clearly address how each deliverable will be met.
Bring us your territory.
We'll show you what is forming.
B2G and SLED sales intelligence. Surface government procurement signals from 100,000+ state, local, and education agencies months before the RFP.