RFP-2007755 Investment Practices & Performance Evaluations

Dallas County Hospital District d/b/a Parkland Health is seeking a qualified consulting firm to evaluate its investment practices and perform a comprehensive performance review of its Defined Benefit (DB) pension plan. The work includes a statutory three‑year review cycle, multiple deliverable reports, and mandatory compliance with Texas public‑information, M/WBE participation, and vendor‑credentialing requirements. The contract will be awarded on an evergreen, fixed‑price basis with a five‑year horizon and an emphasis on price (50 % weighting). • Conduct a full DB‑plan review covering the most recent 12 months, adhering to Texas Government Code § 802‑3‑B. • Deliver preliminary findings (Feb 28 2027), amended report (Mar 2027), and final report (Apr 2027) to the District’s executive team and Board of Managers. • Provide a team of qualified principals who remain on the engagement for the entire contract term; any changes require District approval. • Meet a 25 % M/WBE participation goal, submit detailed Prime Participation Plan, Good‑Faith Effort Form, and certify compliance with boycott and foreign‑ownership clauses. • Submit an all‑inclusive price schedule (Exhibit D) valid for 180 days; pricing accounts for project services, management, reporting, presentations, and any reimbursable expenses.