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R:2024-195-2 REQUEST FOR QUALIFICATIONS (RFQ) FOR INVESTMENT ADVISORY SERVICES FOR ALL CITY OF DEL RIO FUNDS

Closed

R:2024-195-2State & Local

Submission Closed06/24/2025, 07:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523940

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

Frankfort, Ky

POSTED

10 days ago

DEADLINE

in 22 days

AI Contract Overview

The City of Del Rio, Texas, has issued Request for Qualifications R:2024-195-2 to secure a qualified investment advisor for the management of all city funds. The selected advisor will be responsible for portfolio management, reporting, and ensuring strict compliance with SEC regulations and Texas state law. While this solicitation outlines the qualifications and scope of work, a separate formal contract detailing specific terms and conditions will be executed with the chosen provider. Interested parties must submit a sealed proposal to the City Secretary by June 24, 2025, at 2:00 PM CST. Submissions must include an original document, five copies, and a digital version on a USB drive. Required documentation includes a notarized submittal affidavit certifying the proposal is non-collusive and binding for 90 days, as well as a completed vendor packet featuring a Conflict of Interest Disclosure in accordance with Chapter 176 of the Texas Local Government Code. The City reserves the right to reject any qualifications, request supplemental information, or waive technical requirements to serve its best interests.

General Info

Del Rio seeks an investment advisor for city funds; proposals due June 24, 2025.

Agency

Texas → City of Del Rio

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Del Rio, TX, USA

Set-Aside

NONE

Documents

City of Del Rio RFQ R2024-195-2 Investment Advisory Services

rfq

High

Submittal Affidavit - City Of Del Rio

supporting-document

High

City of Del Rio Vendor Packet - Conflict of Interest Disclosure

vendor-registration

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedJun 2

Solicitation

Response DeadlineJun 24

Deadline has passed

Submission Closed

06/24/2025, 07:00:00 PM UTC

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Organization & Contact Information

AgencyTexas → City of Del Rio

ContactsNo contacts available

OfficeDel Rio, TX, 78840, USA

Organization / AgencyTexas → City of Del Rio

Office AddressDel Rio, TX, 78840, USA

ContactsNo contact information available

Full Description

R:2024-195-2 REQUEST FOR QUALIFICATIONS (RFQ) FOR INVESTMENT ADVISORY SERVICES FOR ALL CITY OF DEL RIO FUNDS Due JUNE 24, 2025, at 2:00 PM CST The City of Del Rio, Texas is seeking the services of a qualified investment advisor. The services provided will be in accordance with this Request for qualifications (RFQ). A separate contract detailing the terms and conditions of the services will be duly executed between the City and the selected advisor. Sealed proposals must be addressed as follows: City of Del Rio R:2024-195-2 REQUEST FOR QUALIFICATIONS (RFQ) FOR INVESTMENT ADVISORY SERVICES FOR ALL CITY OF DEL RIO FUNDS Attention: Maria Acosta, City Secretary 109 West Broadway Street Del Rio, TX 78840 Each submittal should include the original submittal along with five (5) copies and one USB with a digital version of all files included in the submittal. All submittals should be received by the office of the City Secretary by JUNE 24, 2025, at 2:00 PM CST. It is the responsibility of the submitter to ensure their sealed submission is received by the City of Del Rio City Secretary’s Office by the due date and time. Submittals received after the deadline shall be considered void and unacceptable. The City of Del Rio reserves the right to reject any and all statements of qualifications, to waive any informalities or irregularities, as it shall deem to be in the best interest of the City. This solicitation does not commit the City of Del Rio to award a contract, to pay any costs associated with the submission or preparation of any statement of qualification submitted, or the procurement of the items or services listed. The City of Del Rio reserves the right to consider any other factors that it deems to be relevant to its needs. The City reserves the right to request additional information from an individual or to request all submitters to submit supplemental materials in fulfillment of the content requirements of this request for qualifications (RFQ) or to meet additional information needs of the City. The City also reserves the unilateral right to waive any technical or format requirements contained in the RFQ. RFQ R2024-195-2 REQUEST FOR QUALIFICATIONS INVESTMENT SERVICES Submittal Affidavit Purchasing Required Forms Luis Menchaca Purchasing Agent