Defined Benefit Pension Investment Evaluation

The Guadalupe-Blanco River Authority is seeking a firm to evaluate investment practices and performance for its defined benefit pension plan, including asset allocation, fees, governance, and investment manager oversight.

Guadalupe-Blanco River Authority


General
Open
2027-001
Nov 12, 2026 07:00 PM
Oct 06, 2026 03:23 PM
1 year
Veteran-Owned Business
Request for Proposal (RFP)
State
Ask AI about this solicitation
Contact
purchasing@gbra.org
Submission Instructions
Description

The Guadalupe-Blanco River Authority is soliciting proposals from qualified firms to perform an independent investment practices and performance evaluation of its defined benefit pension plan in compliance with Texas Government Code Section 802.109. The scope includes reviewing the investment policy and strategic plan, asset allocation and liquidity, expected risk and returns by asset class, alternative and illiquid asset valuation methodologies, investment fees and commissions, investment governance and board expertise, and investment manager selection and monitoring. The firm must also address its experience, relationships with the retirement system, remuneration from other sources, and potential conflicts of interest. The proposal must include firm experience, project-team qualifications, pension-plan experience, three similar-service references, pricing, and a completed company questionnaire and proposal acknowledgment. The response is limited to 10 pages, including the cover page and Attachments B and C. The selected firm is expected to present draft findings by February 19, 2027, submit the final electronic report by March 10, 2027, and present the final report in person on March 17, 2027; fifteen bound copies of the final report are also required at that time. The agreement provides for a one-year term and requires a fixed fee inclusive of meetings, presentations, travel, printing, and other anticipated costs.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCB505Cost Benefit Analysis
Smart Codes
pension investment consultinginvestment performance evaluationdefined benefit pension plans
Specifications
Service Only
Timeline
Oct 6, 2026-Publication
Nov 05, 2026 11:00 PM-Questions Due
Nov 12, 2026 08:00 PM-Proposal Submission Deadline
Nov 12, 2026 08:30 PM-Procurement Opening (optional)
Meeting ID 210 113 728 777 664; passcode gq22qv9e
Feb 19, 2027-Draft Findings and Report Due
Mar 10, 2027-Final Electronic Report Due
Mar 17, 2027-Final Report Presentation (required)
Presentation to the GBRA Retirement & Benefit Committee; fifteen bound copies of the final report must be produced and distributed.
Requirements
Required
  • Workers' Compensation — $500,000.00
  • Employer's Liability — $500,000.00
  • Commercial General Liability — $1,000,000.00
  • Business Automobile Liability — $1,000,000.00
  • Umbrella Excess Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
Required
  • Minimum 3 references
  • Client point of contact required for each reference
Documents
Opportunities Near San Antonio, Texas
Annual Holiday Lighting Services

The City of San Antonio is seeking a contractor to install, maintain, and remove City-owned LED holi...

Due in 29 days•City of San Antonio
Portable Chiller Troubleshooting and Repair

The U.S. Air Force is seeking a small-business contractor to diagnose, repair, test, and restore eig...

Due in 4 days•United States of America > DEPT OF DEFENSE > DEPT OF THE AIR FORCE > FA3016 502 CONS CL (JOINT BASE SAN ANTONIO)
District-Wide Snack Vending Services

North East Independent School District is requesting proposals for district-wide snack vending servi...

Due in 2 days•Richardson Independent School District
Citywide On-Call Commercial Plumbing Services

The City of San Antonio is seeking qualified contractors for citywide on-call commercial plumbing ma...

Due in about 1 month•City of San Antonio > Finance Department > Procurement Division
2027 Pavement Preservation Flatwork

The City of San Antonio is seeking a contractor for a 2027 task order contract covering pavement pre...

Due in 9 days•City of San Marcos
K-12 Assessment, Analysis, and Learning Management Software

Northside Independent School District is requesting information from qualified vendors about compreh...

Due in 11 days•Northside Independent School District
Government Hill Home Rehabilitation Services

The City of San Antonio is seeking proposals from local nonprofit organizations to provide minor, sm...

Due in 10 days•City of San Antonio > Finance Department > Procurement Division
District-Wide Roof Maintenance and Related Work

North East Independent School District is seeking one or more indefinite-delivery contractors for as...

Due in 4 days•Cedar Hill Independent School District
Armed Forces Career Center Office Lease

The U.S. Army Corps of Engineers is seeking approximately 1,492 square feet of commercial retail or ...

Due in 12 days•United States of America > DEPT OF DEFENSE > DEPT OF THE ARMY > W072 ENDIST LOUISVILLE (KO CONTRACTING DIVISION)
Civil Design Engineering Services IDIQ

VIA Metropolitan Transit is seeking proposals from qualified firms to provide civil design engineeri...

Due in 11 days•VIA Metropolitan Transit
IH 10 Flexible-Base Highway Maintenance

The Texas Department of Transportation is seeking bids from prequalified contractors for a 365-day f...

Due in 2 days•State of Texas > Texas Department of Transportation > San Antonio District
Cellular Therapy Laboratory Software

The University of Texas Health Science Center at San Antonio is seeking a vendor to provide cellular...

Due in about 1 month•UT Health San Antonio
IH 10 Traffic Control Services

The Texas Department of Transportation is seeking bids for traffic control services on IH 10 in Bexa...

Due in 16 days•State of Texas > Texas Department of Transportation > San Antonio District
District 9 Traffic and Mobility Improvements

The City of San Antonio is seeking bids for traffic signal installation, sidewalk and ramp construct...

Due in 2 days•City of San Antonio
Animal Pharmaceuticals and Shelter Supplies

The City of San Antonio is soliciting bids for an as-needed annual contract to purchase and deliver ...

Due in 12 days•City of San Antonio > Animal Care Services Department
Athletic Equipment, Supplies, Software, and Related Services

Northside Independent School District is seeking vendors to provide athletic equipment, supplies, so...

Due in 1 day•Northside Independent School District
Youth and Family Vaping Diversion Program Services

Bexar County Juvenile Probation Department is seeking a provider to deliver a family-centered vaping...

Due in 5 days•Bexar County > Juvenile Probation Department
District-Wide Roof Maintenance and Related Work

North East Independent School District is seeking as-needed, district-wide roof maintenance and rela...

Due in 4 days•North East Independent School District
General Facilities Maintenance Parts, Supplies, and Services

North East Independent School District is seeking multiple vendors for general facilities maintenanc...

Due in over 1 year•Northwest Independent School District
On-Call MEP and Fire Protection Engineering Services

The City of San Antonio is seeking qualified firms for on-call mechanical, electrical, plumbing, and...

Due in 29 days•City of San Antonio > Capital Delivery Department > Finance Department > Procurement Division
HVAC, Chiller, and Plumbing Maintenance

Education Service Center, Region 20 is seeking a contractor for HVAC, chiller, and plumbing preventi...

Due in 18 days•Texas > Education Service Center Region 20 > Region 20 Purchasing Cooperative
Kitchen Fire Suppression Inspection and Maintenance

Northside Independent School District is seeking a contractor for semi-annual inspection and mainten...

Due in 19 days•Northside Independent School District
Indefinite-Quantity Site Work Contract

Northside Independent School District is seeking qualified contractors for indefinite-quantity site ...

Due in 2 days•Washington County School District > Purchasing Department
Student Chromebook Replacement

North East Independent School District is requesting proposals for the as-needed replacement of 50% ...

Due in 4 days•North East Independent School District
Organizational Design and Workforce Planning Platform

The University of Texas Health Science Center at San Antonio is seeking an organizational design and...

Due in about 1 month•UT Health San Antonio > Department of Purchasing > HUB Programs
Comments
Correspondences
Custom Fields