Request for Proposal for General Investment Consulting Services
ACERA RFP for General Investment Consultant Services (GIC)
| Timeline | |
|---|---|
| Date of RFP issuance | 12/05/22 |
| Deadline to submit written questions | 12/14/22 at 11:59PM (PST) |
| Responses to written questions (posted on website) | 12/23/22 at 5:00PM (PST) |
| Deadline to submit Intent to Bid (optional) | 01/30/22 at 11:59PM (PST) |
| Deadline to submit proposals electronically | 02/10/23 at 5:00PM (PST) |
| Deadline to submit 2 printed proposals | 02/10/23 at 5:00PM (PST) |
| Tentative Dates | |
|---|---|
| On-site visits and finalist interviews by | (July-September)/23 |
| Investment Committee interview of finalist firms (in Oakland*) | 09/06/23 |
| Board approval of successful bidder | 09/21/23 |
| Notify firms of Board decision | 09/22/23 |
* 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