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Private Alternatives Fee Validation Consultant Services

Overview


Financial, Legal, HR & Staffing
Salt Lake City, Utah, United StatesPosted about 1 month agoDeadline: May 15th, 2026

Fit Score


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SUMMARY


Salt Lake, Utah seeks a consultant to validate fees for private alternative investment portfolios, develop recalculation models, and support fiduciary oversight.

KEY REQUIREMENTS


BUDGET

Estimate

$250,000 – $750,000

CONTRACT DURATION


36 months

TIMELINE


RFP Issued/Posted: March 24th, 2026

Deadline for Intent to Respond: March 30th, 2026

Deadline for Vendor Questions: April 17th, 2026

Office Answers: May 1st, 2026

Deadline for Proposals / Bids: May 15th, 2026

Vendor Interviews/Presentations: May 27th, 2026

Selection Date: June 15th, 2026

Start of Work: July 15th, 2026

QUESTION DEADLINE


April 17th, 2026

Issuing Agency


Utah Retirement Systems

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


The government authority in Salt Lake, Utah is seeking a qualified vendor to provide private alternatives fee validation consultant services for its private alternative investment portfolios. The primary objective of this engagement is to ensure all fees charged by investment managers are accurate, transparent, and fully aligned with contractual agreements.

The selected consultant will be responsible for developing a comprehensive fee recalculation model, identifying any discrepancies or inefficiencies that could impact fiduciary responsibilities, and supporting stronger fiduciary oversight. The engagement aims to uphold the government's duty to its members and beneficiaries by ensuring fee accuracy. The consultant may also be required to provide input and utilize their services on an as-needed basis throughout the two-year contract period.

Questions regarding this RFP must be submitted by April 17, 2026.

Source attribution

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

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