Scope of Work Investment Software System.docx

This is a Scope of Work document for the City of Houston, Texas, detailing requirements for an Investment Software System on a one-year term contract (Internal Reference #: PR 10360382 P55). The City seeks a comprehensive investment management software platform capable of managing fixed-income investment portfolios with a current market value of approximately $7.4 billion. The solution must provide automated and configurable functionality for handling high-volume, high-value transactions while reducing spreadsheet dependency, eliminating manual reconciliations, improving workflow efficiency, and enhancing the accuracy and timeliness of investment data. The system must incorporate modern automation, current market pricing, configurable accounting rules, and centralized oversight across the City's diverse portfolios. Vendors are required to submit descriptive literature of the proposed software with their bid responses.

The document does not contain specific information regarding pricing terms, set-asides, incumbent vendors, current system environment details, funding sources, contract amounts, response deadlines, site visits, or bidders conferences. These details would typically be found in the full request for proposal or invitation for bid documents that accompany this scope of work.