2605-5686 - Retirement Plan Investment Advisory Services

AI Summary

Opportunity Home San Antonio seeks proposals from qualified firms to provide investment advisory services for its Employee Money Purchase Pension Plan. The RFP includes submission deadlines and required documentation.

Opportunity details

Solicitation No.: 236269
Type / RFx: RFP
Status: Open
Level: local
Published Date: Invalid Date
Due Date: Invalid Date
NAICS Code: 523920 AI guide
Jurisdiction: Opportunity Home San Antonio
State: Texas
Agency: Opportunity Home San Antonio

Description

The Housing Authority of the City of San Antonio, Texas, and its affiliated entities a/k/a Opportunity Home San Antonio is requesting proposals from experienced firms (hereinafter referred to as “Respondent” or “Advisor”) who possess qualifications and expertise in providing investment advisory services for the Housing Authority of the City of San Antonio Employee’s Money Purchase Pension Plan and Trust (referred to as the “Opportunity Home San Antonio Pension Plan”, “Opportunity Home San Antonio Employees’ Money Purchase Pension Plan” or the “Plan”).

Commodity Codes

Commodity Codes: NIGP 94656 Investment Management Services NIGP 94672 Retirement Planning Services

Events & Timeline

Status	Event Name	Location	Description	Dates	Mandatory
Ongoing	Open Date	Online Portal	Posting date for the Opportunity	May 13th 2026, 1:00 PM CDT	N/A
Upcoming	Questions Due Date	Online Portal	Deadline to submit Questions	May 20th 2026, 2:00 PM CDT	N/A
Upcoming	Close Date	Online Portal	Deadline for Submissions	Jun 3rd 2026, 2:00 PM CDT	N/A
Upcoming	Intent to Bid Due Date	Online Portal	Deadline to indicate your intent to Bid	Jun 3rd 2026, 2:00 PM CDT	Yes

Requested Information

Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.

Name	Type	# Files	Requirement
Client Information	File Type: PDF (.pdf)	Multiple	Required
Commercial Insurance	File Type: PDF (.pdf)	Multiple	Required
Vendor Exceptions (If Any)	File Type: PDF (.pdf)	Multiple	Required

Attachments

Key dates

Invalid DatePublished
Invalid DateResponses Due

AI classification tags

investment advisory services retirement planning services pension plan management financial consulting employee benefits consulting

Frequently asked questions

SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.