INVESTMENT ADVISORY SERVICES

Associated Files

• RTM RFP 24-002 Investment Advisory Services (01.10.2025).pdf

  (pdf)

• [A] SIGNATURE_PAGE.pdf

  (pdf)

• [B] EXHIBIT_A_-_SCOPE_OF_WORK_-_COPERS.pdf

  (pdf)

• [C] EXHIBIT_B_-_FEE_SCHEDULE_-_COPERS.pdf

  (pdf)

• [D] EXHIBIT_C_-_CERTIFICATE_OF_INSURANCE.pdf

  (pdf)

• [E] EVALUATION_REQUIREMENTS_INSTRUCTIONS.pdf

  (pdf)

• [F] RTM_RFP_24-002_Submittals_-_Offer_Page.pdf

  (pdf)

• [G] PART_C_-_Pricing_Proposal_Template.xlsx

  (xlsx)

• [H] RTM_RFP_24-002_References.pdf

  (pdf)

• [I] RTM_RFP_24-002_Submittals_-_Conflict_of_Interest_and_Transparency.pdf

  (pdf)

• [J] PART_A_-_Qualifications_and_Experience_-_COPERS - HG.docx

  (docx)

• [K] PART_B_-_Method_of_Approach_-_COPERS_-_HG.docx

  (docx)

• [M] RTM RFP 24-002 Addendum A Form.pdf

  (pdf)

• RTM RFP 24-002 Pre-Proposal Meeting Link 01.22.2025.docx

  (docx)

• [L] RTM_RFP_24-002_Submittal_Checklist (Revised).docx

  (docx)

• 2011-04 COPERS Asset Liability Study FINAL.pdf

  (pdf)

• RTM RTF 24-002 Investment Advisory Services Q&A Responses (02.14.2025).pdf

  (pdf)

• RTM RFP 24-002 Addendum B Form.pdf

  (pdf)