Specifications include, but are not limited to: 1. Investment Advisor will be responsible for assisting the San Antonio Housing Authority’s Employees’ Pension Plan Administrator and Advisory Committee (“the Committee”) in evaluating, selecting, and monitoring funds to be included as investment options for possible self-directed employee retirement accounts. 2. Advisor shall provide advisory services including advice on investment objectives and/or asset allocation, manager search and performance monitoring. 3. Investment Advisor shall meet with and advise the Committee at least quarterly to provide performance and other related reporting information to include comparing fund performance to relevant benchmarks and objectives stated in the Plan’s Investment Policy. 4. Negotiate money market manager fees on behalf of the Committee for the lowest cost to the employee plan. 5. Develop and provide educational materials that can be provided to the Committee and employees. Additionally, the advisor may need to provide training or information sessions with plan participants, if alternatives or changes to the plan are adopted. 6. Upon request, Advisory firm may be asked to provide educational sessions related to the plan’s features and investment selections to plan participants. The Advisor firm shall provide consulting regarding other financial and investment matters as may be requested from time to time. 7. Assist in the development and periodic review of the investment policy, which was last revised in 2010.