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Current RFPs

RFP for Auditing Services

The Metropolitan Water Reclamation District Retirement Fund (“MWRDRF” or “Fund”) hereby issues a request for proposal (RFP) from qualified certified public accounting firms (“Respondents”) to audit its financial statements for the fiscal year ending December 31, 2019.  Any contract awarded through this RFP process may be renewed for each of the four subsequent years, subject to an annual review, a satisfactory negotiation of terms (including a price acceptable to both MWRDRF and the selected firm), and the concurrence of the MWRDRF Board of Trustees (“Board”). Please click here for the full RFP.

 

RFP for MWDBE Core Plus Fixed Income Manager

The Metropolitan Water Reclamation District Retirement Fund (“Fund”) is requesting proposals from MWDBE investment management firms interested in providing Core Plus Fixed Income investment management services to the Fund. Please click here for the full RFP.

 

RFP for Investment Consulting Services 2019

On March 27, 2019, the Metropolitan Water Reclamation District Retirement Fund Board of Trustees made the decision to hire Marquette & Associates for general investment consulting services for a five-year period effective June 1, 2019.

 

Policies

Procurement Policy for Investment Advisers

Procurement Policy for Investment Consultants

Fiduciaries Diversity Policy

Businesses 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
 
Database Developer. . . . . . . . . Novitas Business Technology Solutions, Chicago, IL

Web Developer. . . . . . . . . . . . . .. . Lakeshore Concepts Corporation, St. Charles, IL

 

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