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REQUEST FOR QUALIFICATIONS (RFQ) FOR INVESTMENT ADVISORY SERVICES FOR ALL CITY OF DEL RIO FUNDS

Closed

R:2024-195State & Local

Submission Closed01/24/2025, 08:00:00 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

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

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Solicitation # UofSRFPCP-858934

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University of Saskatchewan

POSTED

14 days ago

DEADLINE

in 17 days

AI Contract Overview

The City of Del Rio, Texas, has issued Request for Qualifications R:2024-195 to secure a qualified investment advisor for the management of all city funds. The selected advisor will be responsible for providing non-discretionary management, enhancing portfolio performance, and ensuring all reporting remains in strict compliance with SEC regulations and Texas state law. A formal contract detailing specific terms and conditions will be executed with the chosen firm, with a final decision anticipated in February 2025. Interested parties must submit a sealed proposal consisting of an original document, five copies, and one digital version on a USB drive to the City Secretary by January 24, 2025, at 2:00 PM CST. All inquiries must be submitted in writing to the Purchasing Agent by January 16, 2025. Submissions will be evaluated based on a technical rubric focusing on personnel and organizational qualifications, and applicants must complete required vendor documentation, including Conflict of Interest disclosures as mandated by the Texas Local Government Code.

General Info

Del Rio seeks an investment advisor for city funds; proposals due January 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 for Investment Advisory Services (R:2024-195)

rfq

High

City of Del Rio RFQ R:2024-195 Addendum No. 1

amendment

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

PostedDec 19

Solicitation

Response DeadlineJan 24

Deadline has passed

Submission Closed

01/24/2025, 08:00:00 PM UTC

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Organization & Contact Information

AgencyTexas → City of Del Rio

Contacts1 person available

OfficeDel Rio, TX, 78840, USA

Organization / AgencyTexas → City of Del Rio

Office AddressDel Rio, TX, 78840, USA

Contacts

contact@example.gov

Full Description

R:2024-195 REQUEST FOR QUALIFICATIONS (RFQ) FOR INVESTMENT ADVISORY SERVICES FOR ALL CITY OF DEL RIO FUNDS Due January 17, 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 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 January 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. All questions must be directed to the Purchasing Agent, Luis Menchaca, in writing via e-mail to contact@example.gov no later than January 16, 2025 at 5:00 PM CST. 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. REQUEST FOR QUALIFICATIONS INVESTMENT SERVICES R2024-195 - Addendum 1 Purchasing Required Forms Luis Menchaca Purchasing Agent