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Current RFPs

 

International Equity

The Metropolitan Water Reclamation District Retirement Fund (Fund) is requesting proposals from investment management firms (Investment Manager) interested in providing actively managed International Developed Countries Equity products (Mandates).  Mandates considered will include Large Cap, All Cap, and Small Cap. The Board of Trustees (Board) is soliciting firms that provide the Mandates requested, ranging from $50 million - $100 million.

Click here to download the Developed International Equity RFP

Click here for RFP submitted Questions and Answers

PAS Replacement

The Metropolitan Water Reclamation District Retirement Fund (Fund) is requesting proposals from Pension Administration System developers interested in engaging in the Fund's Pension Administration Replacement Project. The main RFP can be found by clicking the link below. Additional information and appendices are available upon request by contacting Mary Murphy at MurphyM1@mwrdrf.org.

PAS Replacement RFP

O
n July 14, 2021, a mandatory bidder's conference was held. Answers to questions raised during the conference can be viewed by clicking here.

A grid for the scope of the RFP can be found here. 

 

Recent RFPs

Data Management Services

The Metropolitan Water Reclamation District Retirement Fund (Fund) issued an RFP for data management services for assessment, cleansing, and migration of data for use in a new PAS. At the September 22, 2021, Board meeting, the Board chose to begin contract negotiations with MBS for performance of the requested services.

Data Migration Services RFP
Responses to RFP Questions

 

 Policies

Procurement Policy for Investment Advisers

Procurement Policy for Investment Consultants

Fiduciaries Diversity Policy

Professional Services Diversity Policy

 

Sample IMA
In accordance with PA 96-0006, the following sample Investment Management Agreement (IMA) provides an illustration of the agreement required between the manager selected and MWRDRF.
Investment Management Agreement

 

Business Directory:

Current Consultants and Contractors

(Exclusive of Investment Managers)


Actuary . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . Foster & Foster Inc., Naperville, IL

Attorney. . . . . . . . . . . . . . . . .  . .Jacobs, Burns, Orlove and Hernandez, Chicago, IL

Auditor. . . . . . . . . . . . . . . . .. . . . . . .. . . Legacy Professionals, LLP, Westchester, IL

Investment Consultant. . . . . . . . . . . . . . . . . Marquette Associates, Inc., Chicago, IL
 
Pension Administration System Novitas Business Technology Solutions, Chicago, IL

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