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  5. ›REQUEST FOR PROPOSALS (RFP) 2026-1 BANKING, INVESTMENTS…

Connecticut Middletown Housing Authority·Connecticut

REQUEST FOR PROPOSALS (RFP) 2026-1 BANKING, INVESTMENTS, AND OPEB TRUST ADMIN

Closes 7/2/2026$1.5M – $6MRequest for Proposal
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Description

The Middletown Housing Authority is seeking proposals for banking, investments, and OPEB trust administration services. The selected firm will provide these services to the Middletown Housing Authority, its affiliated non-stock corporation, and any other corporate entities created and controlled by the Middletown Housing Authority or its affiliates. The initial contract period is three years. • Banking services • Investment services • OPEB trust administration services • Services to be provided to the Middletown Housing Authority and its affiliates • Initial contract period of three years

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Ben Bare(Main Contact)

[email protected]

(860) 781-4114

Key dates

Opened
5/29/2026
Closes
7/2/2026
Duration
3 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
522110
Solicitation №
37208

Budget estimate

$1,500,000 – $6,000,000

The budget amount for this opportunity is difficult to estimate because the document does not provide a clear indication of the contract value. However, considering the services required, including banking, investments, and OPEB trust administration, the contract value could be substantial. Assuming the Middletown Housing Authority has a moderate-sized portfolio and requires standard banking and investment services, the contract value could range from $500,000 to $2 million per year, depending on the scope of services and the number of entities being served. Over the initial three-year contract period, the total contract value could range from $1.5 million to $6 million.

AI estimate from the solicitation

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