RFP-2007755 Investment Practices & Performance Evaluations

Dallas County Hospital District, doing business as Parkland Health, is soliciting proposals under RFP-2007755 to engage a consulting firm to evaluate its investment practices and conduct a performance review of the District's Defined Benefit Plan. The scope of work requires the contractor to review and opine on investment policies, procedures, compliance, and the prudent administration and diversification of investments in accordance with the Texas Government Code and Texas Pension Review Board guidance. The resulting contract is intended to be evergreen, with a pricing structure based on a five-year total cost of ownership including project management, evaluation reports, and board meeting presentations. Proposals are due by October 19, 2026, and will be evaluated using a weighted scoring system where pricing accounts for 50 percent of the total score. Offerors must provide documented proof of experience with governmental entities to meet minimum qualifications. A significant emphasis is placed on Minority and Women-owned Business Enterprise participation, requiring the submission of a Prime Participation Plan Report, Letters of Intent, and Good Faith Effort forms. Awarded vendors must also complete mandatory credentialing via Symplr within five business days of the effective date and adhere to strict guidelines regarding the retention of designated key personnel.