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Private Market Consultant RFI

BID NOTICE

 

The City of Austin Employees’ Retirement System (COAERS) seeks to learn of private market investment consultant services in accordance with the specifications contained in this Request for Information (RFI).

This webpage provides all the information you will need to provide a proposal. Keep checking this site as COAERS will use it as theprimary source of information about the RFI. 


Timeline for Submitting a Proposal

COAERS reserves the right to change the dates in the schedule of events without notice. 

Schedule of EventsDate
Deadline for Submission of QuestionsJanuary 19, 2024
Deadline to register as a RespondentFebruary 9, 2024
Deadline for Submission of ResponsesFebruary 16, 2024

 

Respondent Registration

Respondents can register with COAERS as potential respondents to the RFI. This a step that allows your organization to receive additional notices and receive a link to upload your final RFP response. Failure to register as a respondent by the deadline will prohibit your firm from participating in the RFI. Registration does not legally bind your organization or COAERS nor does it create any enforceable promises. It simply allows COAERS to notify your organization of information about the RFI and the RFI process and receive a link to upload your RFI response. The deadline for registration is February 9, 2024.

 

Question Regarding RFI

Questions about the RFI shall be submitted in writing via email to rfi@coaers.org no later than 5 pm Central Standard Time, January 19, 2024. 

Some questions raised during the conference may be answered in writing if the Chief Investment Officer believes such documentation would be in the best interests of all parties.  Answers to the questions provided to bidders during the conference or issued in writing after the conference, amend this RFI accordingly, and shall be posted on the web page.

 

RFI and Related Documents

Click the links below to access the RFI and related documents:

COAERS Private Markets Consulting RFI.pdfQuarterly Capital Markets Review from RVK – 3Q23Quarterly Capital Markets Review from RVK – 3Q23Monthly Performance Flash Report from RVK – November 2023COAERS Asset/Liability Study – 2023COAERS Investment Policy Statement 2023​​COAERS Investment Implementation Policy 2023COAERS Annual Comprehensive Financial Report (ACFR) 2022COAERS Ethics Policy 2023PRB Texas Government-Code, Title 8, Subtitle A September 20212023 Art 6243n Municipal Retirement System in municipalities of 460000 to 500000Texas Property Code Chapter 117 Uniform Prudent Investor ActArticle 16 Section 67 Texas ConstitutionRFI Responses to Question Submissions

 

Response Submission

Responses must be submitted electronically. Respondents who have registered will receive an email containing an electronic link to upload all documents. All documents must be received no later than the deadline specified . 

 

Proposal Submission Deadline

February 16, 2024 at 5 pm CST

 

No Contact Period in Effect

Neither COAERS Trustees nor Staff involved in this RFI shall communicate with regard to this RFI and its related contract with any person who may beunder consideration in such a selection or hiring process except in a scheduled Committee or Board meeting, or site visit, prior to the actual selection orhiring. Failure to observe this restriction may result in the disqualification of the proposal. This requirement applies to communication between respondents and the following: