Request for Proposal:
Global Custody, Accounting, & Performance Services for City of Austin Employees' Retirement System
Purpose of RFP:
The City of Austin Employees' Retirement System (COAERS) has engaged RVK, Inc. to request responses from qualified custodians through a Request for Proposal (RFP) process. Services included within the scope of this solicitation are as follows:
- Custodial and Related Services for United States and Global Assets
- Potential future support for Alternative Investment Processing and Reporting
- Accounting and Reporting Services
- Performance and Analytics Services for Various Asset Portfolios /Composites
Questions Due: March 17, 2020
Q&A Responses Delivered: March 24, 2020
Submission Deadline: April 7, 2020
Due to the Covid-19 business disruption, bids will be publicly opened upon COAERS return to normal business hours, date forthcoming. Please monitor the COAERS website for updates.
Designated Contacts: If interested in submitting a proposal, please call or email the following contacts.
1211 SW Fifth Avenue, Suite 900
Portland, OR 97204
Senior Consultant, Principal
One Penn Plaza, Suite 2131
New York, NY 10119
Please do not contact staff of COAERS regarding this request and direct all
correspondence during the process in written format only to the contacts listed above.
The evaluation of RFPs submitted through this process will determine the finalist institution(s) selected for further due diligence and for potential presentation to the COAERS Investment Committee and Board for ultimate selection and approval.
COAERS is required to provide access to certain records in accordance with the provisions of the Public Information Act Chapter 552, Texas Government Code (PIA). Respondents are hereby notified that requirements under PIA may apply to this RFP.