ESBD_527547_1781558864436_Solicitation Synopsis - RFP 26-088; RFx 6100019705; Inv. Consulting & Inv. Training.pdf
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- Attached to
- Investment Consulting & Investment Training
- Solicitation number
- 6100019705
- Issued by
- Texas
About this file
This is a Solicitation Synopsis for RFP 26-088 issued by the State of Texas for Investment Consulting and Investment Training services. The solicitation seeks qualified vendors to provide comprehensive investment advisory consulting and professional training programs related to investment management and strategy. The Request for Proposal (RFx 6100019705) invites submissions from interested contractors to deliver these specialized services to support the state's investment objectives. Specific details regarding quantities, response deadlines, site visits, and bidders' conferences should be referenced directly in the complete solicitation documents, as the synopsis provides an overview of the opportunity rather than exhaustive procedural details.
The synopsis serves as a public notice of the state's contracting intent and directs interested parties to the official solicitation portal for complete terms, conditions, and submission requirements. Prospective bidders should review all associated documents, including the detailed Scope of Work and any addenda, to understand pricing expectations, evaluation criteria, and contract term provisions. Texas may apply small business or minority-owned business set-asides in accordance with state procurement regulations. Interested vendors should monitor the designated procurement system for updates and clarifications throughout the solicitation period.
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ADVERTISEMENT INFORMATION ONLY
Solicitation Type and Name: Request for Proposals – Investment Consulting & Investment Training
Solicitation Number: RFP 26-088; RFx 610019705
Description: The City of San Antonio – Finance Department (City) is seeking proposals from qualified investment consultants to provide investment consulting services related to the City’s investment portfolio and to provide invest training to the City’s authorized investment officers in accordance with the Texas Public Funds Act.
Applicable Product Categories: 91849 – Finance and Economics Consulting
Date Issued: June 15, 2026 Due Date & Time: July 17, 2026, 11:00 a.m. Central Time
Pre-Submittal Conference: Pre-Submittal Conference will be held at 10:30 a.m., Central Time, on June 22, 2026 via Webex. Attendance at the Pre-Submittal Conference is optional, but highly encouraged.
Respondents may call the toll-free number listed below and enter access code to participate the day of the conference.
Dial-In Number: 1-415-655-0001 | Access Code: 2341 680 4476 | Meeting Password: COSA
Join from the meeting link:
Evaluation Committee Voting Members:
Margaret U. Villegas, Assistant Director, Finance Department Alejandro Tijerina, Financial Management Administrator, Finance Department Rozeanne Cantu, Financial Manager, Finance Department Brett Sekula, Investment Officer, Finance Department David Colon, Banking Officer, Finance Department
Pursuant to Section 011 – Restriction on Communications and in accordance with and as authorized by Section 2-61 of the City Code, the following restrictions on communications apply to this solicitation: Respondents are prohibited from contacting 1) City officials, as defined by §2-62 of the City Code of the City of San Antonio, regarding the RFP or proposal from the time the RFP has been released until the contract is posted for consideration as an agenda item during a meeting designated as an A session; and 2) City employees from the time the RFP has been released until the contract is approved at a City Council “A” session.
https://sanantonio.webex.com/sanantonio/j.php?MTID=mf39ee5d933cbeff4e0f0d92e6c449491 https://sanantonio.webex.com/sanantonio/j.php?MTID=mf39ee5d933cbeff4e0f0d92e6c449491
Exceptions to the Restrictions on Communications:
Respondents may submit written questions concerning this RFP to the Staff Contact Person listed below until 4:00 p.m., Central Time, on June 25, 2026. Questions received after the stated deadline will not be answered. All questions shall be sent by e-mail. Questions submitted and the City’s responses will be posted with this solicitation.
Morgan Aguirre, Procurement Specialist III City of San Antonio, Finance Department – Procurement Division morgan.aguirre@sanantonio.gov
To view this solicitation, go to the SAePS portal; https://supplierservice.sanantonio.gov/irj/portal If you have not completed the City’s SAePS Vendor Registration, you must do so in order to view the solicitation and submit a response. Once you have logged on to the SAePS portal, click on “My Bids” (first), if not viewable then click “Other Bids” (to view all already published competitive bids). Vendor Guides & Support can be accessed from this link:
https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides- Support
TO REGISTER: You will need to complete the vendor registration by accessing the SAePS Vendor Registration at https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Become-a-Vendor.
Questions regarding registration may be submitted to Vendor Support at (210) 207-0118 or by email at vendors@sanantonio.gov with “SAePS Portal” on the subject line so this can be expedited.
mailto:morgan.aguirre@sanantonio.gov https://supplierservice.sanantonio.gov/irj/portal https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides-Support https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides-Support https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Become-a-Vendor mailto:vendors@sanantonio.gov
Morgan Aguirre, Procurement Specialist III
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