Request for Proposal for General Investment Consulting Services

RFP

ACERA RFP for General Investment Consultant Services

 

Timeline  
Date of RFP issuance 12/05/22
Deadline to submit written questions 12/14/22
Responses to written questions (posted on website) 12/23/22
Deadline to submit Intent to Bid (optional) 01/30/22
Deadline to submit proposals electronically 02/10/23 at 5pm (PT)
Deadline to submit 2 printed proposals 02/10/23 at 5pm (PT)

 

Tentative Dates  
On-site visits and finalist interviews by (May/June)/23
Investment Committee interview of finalist firms (in Oakland*) 06/14/23
Board approval of successful bidder 06/15/23
Notify firms of Board decision 06/16/23

* Interviews may be virtual meetings, depending on COVID-related restrictions

 

Alameda County Employees’ Retirement Association will make a good faith effort to follow the above timeline, but may amend it as necessary. Firms submitting an Intent to Bid for the RFP shall be informed by email of any changes.

Contact Persons

Questions regarding this Request for Proposal should be directed to Cortex Consulting Inc. (Cortex), a consulting firm retained by ACERA to assist with the search process. Contact details for Cortex are:

(416) 819-2307 or vviola@cortexconsulting.com