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Georgia Cobb County-Marietta Water Authority·Georgia

Request for Qualifications Investment Management Services for the CCMWA Defined Benefit Pension Plan

Closes 12/16/2025$250k – $1.5MRequest for Qualification
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Description

The Cobb County-Marietta Water Authority is seeking qualified investment management firms to provide discretionary investment management services for the CCMWA Defined Benefit Pension Plan. The selected firm will be responsible for managing the plan's trust assets in accordance with the CCMWA Investment Policy Statement and applicable state and federal law. The scope of work includes: • Providing investment management services for the pension plan • Managing the plan's trust assets in accordance with the CCMWA Investment Policy Statement • Ensuring compliance with applicable state and federal law • Participating in a mandatory pre-proposal conference on December 4, 2025 • Submitting proposals by the deadline of December 16, 2025

Attached files

Contact

Lisa Rodriguez(Procurement Coordinator)

[email protected]

(770) 514-5300

Key dates

Opened
11/21/2025
Questions due
12/8/2025
Pre-bid meeting
12/4/2025Mandatory
Closes
12/16/2025

Last updated

Details

Type
Request for Qualification
Industry
Financial Services
NAICS
523920
Solicitation №
PE-66365-NONST-2026-000000028

Budget estimate

$250,000 – $1,500,000

The budget for this opportunity is likely to be a management fee based on the assets under management. The exact amount is not specified in the document, but it can be estimated based on industry standards. Assuming an average management fee of 0.5% to 1.5% per annum, and considering the pension plan's assets, the total budget could range from $250,000 to $1,500,000 per year, depending on the size of the plan's assets and the selected firm's fee structure. Factors influencing the likely payment range include the size of the pension plan, the complexity of the investment management services required, and the level of competition among bidding firms.

AI estimate from the solicitation

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