Pension Investment Monitoring and Advisory Services

Overview

Financial, Legal, HR & Staffing

Dallas, Texas, United StatesPosted about 1 month agoDeadline: May 1st, 2026

Fit Score

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SUMMARY

Dallas seeks a firm to provide monitoring and advisory services for the city's pension investments.

KEY REQUIREMENTS

Must provide investment monitoring and advisory services for DPFP and ERF pension systems
Must comply with City of Dallas insurance requirements
Must comply with Chapter 176 of the Texas Local Government Code regarding conflict of interest
Must comply with the City of Dallas Code of Ethics per Chapter 12A
Must submit all required standard forms and DRIVE policy documentation
Must be a qualified firm to provide investment monitoring and advisory services

BUDGET

Estimate

$250,000 – $500,000

TIMELINE

Open Date: April 2nd, 2026

Pre Proposal Meeting: April 15th, 2026

Questions Due Date: April 20th, 2026

Close Date: May 1st, 2026

QUESTION DEADLINE

April 20th, 2026

Issuing Agency

City Of Dallas

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DESCRIPTION

The City of Dallas, Texas is seeking a qualified vendor to deliver pension investment monitoring and advisory services. The selected partner will support the City’s oversight of its independently managed pension systems by providing thorough investment performance monitoring and professional advisory guidance.

Proposals are expected to demonstrate capabilities in evaluating investment policies, compliance with fiduciary responsibilities, and best practices for pension fund management. All vendor inquiries regarding this RFP must be submitted no later than April 20, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.