Retirement Investment Advisor and Consulting Services

Project Information

Bid Title
Retirement Investment Advisor and Consulting Services
Issuing Agency
County of Brazos
Location
Texas
Published Date
Nov 18, 2024
Closing Date
Dec 18, 2024
Government Level
State & Local
Status
Closed
Ref. #
25-0015-A
Original Source
Join to Access Full Details
Bid Inquiries
Join to Access Full Details
Bid Documents
Join to Access Full Details
Project Description

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
Commodity Codes
  • NAICS 523930Investment Advice
  • NAICS 541611Administrative Management and General Management Consulting Services
* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.
Government Bids

Empower Your Bidding Strategy

Unlock Government BidHub's unparalleled access to high-quality, tailored bid information.

  • Access an extensive database of bids, including comprehensive local and state opportunities.
  • Receive customized alerts for the bids that matter most to your business.
  • Explore detailed specifications to ensure precise and competitive submissions.
  • Gain a competitive edge with up-to-date information and exclusive opportunities.
Start Free Trial

See Also

RFQ 2027 Transportation Impac...

Project: RFQ 2027 Transportation Impact Fees Financial Audit Ref. #: 26-0249 Type: RFSQ

City of Fort Worth

Bid Due: 7/23/2026

Professional Services for Flo...

Bid Information Type SJRA - Request for Qualifications Status Issued Number 26-0037 (Professional

City of College Station

Bid Due: 7/30/2026