Retirement Investment Advisor and Consulting Services
| Location: | Texas |
|---|---|
| Posted: | Nov 18, 2024 |
| Due: | Dec 18, 2024 |
| Agency: | City of College Station |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 25-0015-A |
| Publication URL: | To access bid details, please log in. |
Bid Information
| Type | SJRA - Request for Proposal |
| Status | Issued |
| Number | 25-0015-A (Retirement Investment Advisor and Consulting Services) |
| Issue Date & Time | 11/18/2024 03:49:02 PM (CT) |
| Close Date & Time | 12/18/2024 11:00:00 AM (CT) |
| Question Cut Off Date | 12/6/2024 05:00:00 PM (CT) |
| Notes |
The San Jacinto River Authority seeks to enter into an agreement with a qualified Individual, Firm or Corporation (Respondent) with substantial and relevant experience and expertise who specializes in retirement plan consulting, investment advice and co-fiduciary services for public entities in Texas.
The Successful Respondent must meet all requirements of this RFP, maintain proper licensing, and comply with all federal, state, and local laws and mandates relative to the services specified in this RFP.
-Please note, emailed Proposals are not accepted.
-Proposals shall be loaded in the Brazos Valley e-Marketplace System.
-All questions/inquiries shall be entered into the Brazos Valley e-Marketplace System (Ionwave).
For assistance with Brazos Valley e-Marketplace System (Ionwave), please email or call:
support@ionwave.net
P: 866.277.2645 |
| Name | Kim Robbins Senior Buyer |
| Address |
1577 Dam Site Road
Conroe, TX 77304 USA |
| Phone | (936) 588-7118 |
| Fax | |
| krobbins@sjra.net |
| Document name | Format | |
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Bid Invitation
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Acrobat / PDF |
| File Name | Description | File Size |
|
||
| RFP 25-0015-A Retirement Investment Advisor-final.pdf (please login to view this document) | RFP 25-0015-A Retirement Investment Advisor and Consulting Services | 488 KB |
| Certifiction and Acknowledgement Form 25-0015-A.pdf (please login to view this document) | Certification and Acknowledgement Form 25-0015-A (same form as page 22 from RFP) | 141 KB |
| Conflict of Interest Questionnaire Form.pdf (please login to view this document) | Conflict of Interest Questionnaire Form 25-0015-A | 48 KB |
| EXHIBIT A 25-0015-A Consulting Services Agreement - 12.2023.pdf (please login to view this document) | EXHIBIT A - 25-0015-A Consulting Services Agreement | 359 KB |
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