Borough of North Catasauqua Pension Accounts Management Professional Services RFP 2026
Borough of North CatasauquaCity · Borough of North Catasauqua, PA- Due
- Jul 3, 2026
- Deadline passed
- Contract term
- 3 years
- Primary contact
- Tasha Jandrisovits
The 30-second brief
The Borough of North Catasauqua is soliciting proposals for a three-year contract to manage its Non-Uniform and Uniform Police Pension accounts. Services include investment management, fiduciary support, and reporting, with proposals due by July 3, 2026.
Proposal Application Form, Contractor Personnel and Disclosure Form, Conflict-of-Interest Certification, Written statement of qualifications, Written description of proposed services, Fee schedule, Proof of insurance
Qualifications, experience, expertise, investment process and approach, references, compensation
Hear what Borough of North Catasauqua plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The Borough of North Catasauqua is soliciting proposals for a three-year contract to manage its Non-Uniform and Uniform Police Pension accounts. Services include investment management, fiduciary support, and reporting, with proposals due by July 3, 2026.
EVALUATION CRITERIA
6- Qualifications
- Experience
- Expertise
- Investment process and approach
- References
- Compensation
REQUIRED DELIVERABLES
7- Proposal Application Form
- Contractor Personnel and Disclosure Form
- Conflict-of-Interest Certification
- Written statement of qualifications
- Written description of proposed services
- Fee schedule
- Proof of insurance
REQUIRED ATTACHMENTS
3- Attachment A (Contractor Personnel and Disclosure Form)
- Attachment B (Conflict of Interest Certification Form)
- Attachment C (Certificates of Insurance)
- Submit to
- 1066 Fourth Street, North Catasauqua, PA 18032
- Scope location
- North Catasauqua, PA
Questions about this RFP
How do I respond to this RFP from Borough of North Catasauqua?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 3, 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: 1066 Fourth Street, North Catasauqua, PA 18032. For questions, contact Tasha Jandrisovits.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Borough of North Catasauqua in PA, 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 Tasha Jandrisovits. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal Application Form, Contractor Personnel and Disclosure Form, Conflict-of-Interest Certification, Written statement of qualifications, Written description of proposed services, Fee schedule, Proof of insurance. Proposals should clearly address how each deliverable will be met.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Qualifications, experience, expertise, investment process and approach, references, compensation" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Borough of North Catasauqua?
All active and historical solicitations from Borough of North Catasauqua are tracked and searchable. As a city agency, Borough of North Catasauqua 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: Attachment A (Contractor Personnel and Disclosure Form), Attachment B (Conflict of Interest Certification Form), Attachment C (Certificates of Insurance). Review the full document from Borough of North Catasauqua for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: North Catasauqua, PA. Review the full solicitation for detailed scope requirements.