The Employees Retirement and Benefit Fund of the City of Morgantown, WV is soliciting proposals for investment financial institution and investment advisory services. The initial term will begin on March 1, 2026, for two years, with the option to renew for up to three additional one-year periods. Questions are due by January 8, 2026, and proposals are due by January 22, 2026. The award date is February 19, 2026. The fund will award a single contract for all services. The vendor must provide a valid email address for notification of award. The main body of the proposal should not exceed 25 pages.
The proposal due date is january 22, 2026 @4: 00pm est
Payments for goods/services will be made in arrears only upon receipt of a proper invoice, detailing the goods/services provided or receipt of the goods/services, whichever is later. Payments for software maintenance, licenses, or subscriptions may be paid annually in advance.
The vendor expressly warrants that the goods and/or services covered by this contract will: a conform to the specifications, drawings, samples, or other description furnished or specified by the board b be merchantable and fit for the purpose intended and c be free from defect in material and workmanship.
The selection will be based on a combination of factors, including qualifications, experience, proposed services, and overall value to the fund.
Failure to comply with any mandatory provision will result in disqualification from consideration.
Questions must be submitted in writing on or before the date listed and to the email address listed below to be considered. Question submission deadline: january 15, 2026 @4: 00pm est