Bid Solicitation: 00003179
Header Information
Bid Number:
00003179
Description:
FORMAL-RETIREMENT PLANS INVESTMENT CONSULTING AND ADVISORY SERVICES
Bid Opening Date:
05/22/2024 11:00:00 AM
Purchaser:
Tanika Chukwumerije
Organization:
Port of Houston Authority
Department:
72805 - TREASURY
Location:
72805 - TREASURY
Fiscal Year:
24
Type Code:
RP - RFP - Request For Proposal
Allow Electronic Quote:
No
Alternate Id:
Required Date:
04/10/2024
Available Date :
04/10/2024 11:36:14 AM
Info Contact:
Contact
[email protected]
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
A Pre-Proposal Conference will be held via Teams on April 30, 2024 at 10 am for interested vendors to ask questions concerning the scope.
Bulletin Desc:
The Port Authority is seeking proposals from qualified investment consulting firms to provide investment consulting and advisory services to the Port Commission, its Pension and Benefits Committee, and Staff for the Pension Plan, OPEB Plan, Defined Contribution Plan and Deferred Compensation Plan.
Ship-to Address:
Roland Gonzalez
111 EAST LOOP NORTH (exit 29)
HOUSTON, TX 77029
US
Email:
[email protected]
Phone: (713)670-2405
Bill-to Address:
Port of Houston Authority
P.O. Box 2562
Houston, TX 77252-2562
US
Email:
[email protected]
Phone: (713)670-2400
Print Format:
Bid Print
File Attachments:
TERMS AND CONDITIONS .pdf
SOLICITATION PACKAGE
PRE-PROPOSAL MEETING INSTRUCTIONS
Form Attachments:
Legal Contract:
Contract Required
Amendments:
Amendment #
Amendment Date
Amendment Note
1
04/15/2024 10:50:28 AM
Administrative addendum. No signed addendum acknowledgement is required. Attachment File Changes: Header 1. File 'PRE-PROPOSAL MEETING INSTRUCTIONS': File 'PRE-PROPOSAL MEETING INSTRUCTIONS' added .
Item Information
Item # 1: ( 918 - 49 )
[PHA FILE NO.][PHA MINUTE NO.] FORMAL-FURNISH ALL LABOR, SUPERINTENDENCE, INSURANCE, INCIDENTALS, AND ALL OTHER THINGS NECESSARY TO PERFORM SERVICES FOR RETIREMENT PLANS INVESTMENT CONSULTANT AND ADVISORY SERVICES ALL IN ACCORDANCE WITH CONTRACT DATED [ENTER CONTRACT DATE]. ALL INVOICES AND CORRESPONDENCE SHALL BE ADDRESSED TO THE ATTENTION OF [ENTER CONTACT?S NAME]. A CERTIFICATE OF INSURANCE MUST BE PROVIDED PRIOR TO COMMENCEMENT OF ANY WORK. THE PORT AUTHORITY MAY AT ITS OPTION, CANCEL THIS PURCHASE ORDER AT ANY TIME AND PAY THE CONSULTANT FOR ACTUAL SERVICES PERFORMED BASED ON THE WORK PERFORMED UP UNTIL RECEIPT OF SUCH WRITTEN NOTICE.
NIGP Code:
918-49
Finance and Economics Consulting
Qty
Unit Cost
UOM
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 2: ( 946 - 45 )
SUBSEQUENT NIGP CODES ADDED.
NIGP Code:
946-45
Employee Benefit Funds
Qty
Unit Cost
UOM
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 3: ( 946 - 48 )
SUBSEQUENT NIGP CODE ADDED.
NIGP Code:
946-48
Financial Advisor
Qty
Unit Cost
UOM
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 4: ( 946 - 56 )
SUBSEQUENT NIGP CODE ADDED.
NIGP Code:
946-56
Investment Management Services
Qty
Unit Cost
UOM
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 5: ( 953 - 80 )
SUBSEQUENT NIGP CODE ADDED.
NIGP Code:
953-80
Retirement Benefit Plan Insurance
Qty
Unit Cost
UOM
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
default