Investment Operations Consultancy Questionnaire
Summary
SWIB is soliciting responses to an Investment Operations Consultancy Questionnaire opportunity, with the intention to create a list of several pre-qualified vendors available to provide ad-hoc contractor services for short-term staff augmentation projects. All information pertaining to this project can be found on this project site. This project remains open for any vendor meeting the criteria, there is no submission due date. Project closes Dec 31, 2037 5:00 PM CST.
Details
| Solicitation Number | Operations_Questionnaire_2026 |
| Type | bonfire |
| Posted | 2026-01-23 3:00PM EST (9 months ago) |
| Response Deadline | 2037-12-31 6:00PM EST (in 11 years) |
| State | TX |
Description
SWIB is soliciting responses to an Investment Operations Consultancy Questionnaire opportunity, with the intention to create a list of several pre-qualified vendors available to provide ad-hoc contractor services for short-term staff augmentation projects. All information pertaining to this project can be found on this project site. This project remains open for any vendor meeting the criteria, there is no submission due date. Project closes Dec 31, 2037 5:00 PM CST.
Contact
| Email / phone | 🔒 Available with Pro Upgrade |
Documents
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📄 Investment Operations Vendor Questionnaire.docx Documentation 99627 bytesQuestionnaire to be reviewed and completed by vendor.
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📄 Consultancy Pool Rate Card Template.xlsx Documentation 14314 bytesRate card to be completed by vendor based on roles they provide. Please note a sample can be found on the 2nd tab of this spreadsheet.
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📄 ConsultancyMSA Master.pdf Documentation 287033 bytesMaster Services Agreement - to be reviewed by vendor. Please note that SWIB does not accept redlined or edited versions of our documentation. If accepted into the pool, SWIB will route a signed copy of this document for countersignature.
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📄 Attachment B - Representations and Warranties.pdf Documentation 173111 bytesATTACHMENT B - Representations and Warranties
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📄 Attachment A - Public Records Acknowledgement.pdf Documentation 250929 bytesATTACHMENT A - Public Records Acknowledgement
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📄 Vendor Due Diligence Questionnaire.docx Documentation 62714 bytesDue Diligence Questionnaire to be reviewed and completed by vendor.