Retirement Plan Investment Advisory Services

Background
The Housing Authority of the City of San Antonio, Texas, also known as Opportunity Home San Antonio, is seeking proposals from qualified firms to provide investment advisory services for its Employee’s Money Purchase Pension Plan and Trust. Founded in 1937, Opportunity Home has a long history of providing affordable housing and is one of the largest housing authorities in Texas. The agency aims to enhance its pension plan's performance for the benefit of its employees.

Work Details
The selected firm will provide a full range of investment advisory services for the Opportunity Home San Antonio Pension Plan. This includes assisting the Committee in making informed decisions regarding investments, maximizing performance, and ensuring compliance with applicable laws and regulations. Respondents must demonstrate experience with governmental entities and familiarity with Texas law governing pension plans. The proposal should include a comprehensive narrative of the firm's experience, qualifications of key personnel, and a description of methodologies for selecting investment managers and evaluating their performance.

Period of Performance
The contract will be for an initial term of one year with options to renew for up to four additional one-year terms.

Place of Performance
Services will be performed at the offices of Opportunity Home San Antonio located at 818 S. Flores St., San Antonio, TX 78204.

Bidder Requirements
Respondents must have been actively engaged in providing similar services for at least five consecutive years and must demonstrate experience with retirement plans comparable to the Opportunity Home Pension Plan. Additionally, respondents must be registered as U.S. Securities and Exchange Commission-Registered Investment Advisors under the Investment Advisors Act of 1940 and possess all necessary licenses and certifications required by law.