Municipality of Mt. Lebanon, PA Request for Proposals (RFP) - Discretionary Management and Advisory Services Notice is hereby given that the Municipality of Mt. Lebanon is seeking proposals for Discretionary Management and Advisory Services. Written proposals, in accordance with the specifications and procedures identified in a RFP available on the municipal website,www.mtlebanon.org, under public documents, will be received at the following address: Andrew McCreery, Finance Director, Municipality of Mt. Lebanon, 710 Washington Road, Pittsburgh, PA 15228. Proposals must be received no later than May 15, 2015. Services for which proposals are sought: Discretionary Management and Advisory Services for Mt. Lebanon's three (3) defined benefit plans: Police, Firemen and Employee's. Specifications relating to the services: Firms submitting proposals shall demonstrate knowledge of and experience with the investment management of municipal pension plans, and experience and expertise in performing the work involved in the RFP. Procedures to Compete for the Contracts: Applicants shall complete proposals in accordance with the RFP available at www.mtlebanon.org and submit proposal to the Municipality of Mt. Lebanon by May 15, 2015. After verification by the that the proposals are complete, the Municipality will evaluate and interview the qualification and experience of each firm submitting a proposal and will select the most qualified firm. Required Disclosures: All disclosures required under Act 44 of 2009, including, but not limited to, disclosure by each person, including subcontractors who will be providing services to the Municipality of Mt. Lebanon of the following: a description of the responsibilities of each person providing services under the contract; whether the individual is now or was a Municipality of Mt. Lebanon official or employee; whether each individual was employed or compensated by a third-party to communicate with a Municipality of Mt. Lebanon official or employee; contributions in the past five years of at least $500 made to Municipality of Mt. Lebanon officials; whether a former Municipality of Mt. Lebanon employee has participated in the submission, review or negotiation of the proposal; gifts to any Municipality of Mt. Lebanon official or employee; the existence of any financial, commercial, or business relationship with a Municipality of Mt. Lebanon official; the retention of any third-party intermediary, agent or lobbyist and his or her duties; and whether there has been any communication with the Municipality of Mt. Lebanon following the publication of this ad. See Disclosure form in the RFP for additional details.
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