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Current RFPs

RFP for Auditing Services

(posted November 8, 2019)

On October 30, 2019, the  Metropolitan Water Reclamation District Retirement Fund Board of Trustees (“Board”) decided to retain Legacy Professionals LLP to audit its financial statements for the fiscal year ending December 31, 2019, subject to a satisfactory negotiation of engagement terms. The engagement may be renewed by the Fund for each of the four subsequent years. The RF staff thanks all respondents for their submissions.

 

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.

 

 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
 
Pension Application System . . Novitas Business Technology Solutions, Chicago, IL

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