Retirement Investment Advisor and Consulting Services

Agency: County of Brazos
State: Texas
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Nov 18, 2024
Due Date: Dec 18, 2024
Solicitation No: 25-0015-A
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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

Contact Information
Name Kim Robbins Senior Buyer
Address 1577 Dam Site Road
Conroe, TX 77304 USA
Phone (936) 588-7118
Fax
Email krobbins@sjra.net
Bid Documents
Document name Format
Bid Invitation
Acrobat / PDF
Bid Attachments
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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