Investment Advisory Services

The Houston-Galveston Area Council (H-GAC) is seeking Investment Advisory Services through a competitive solicitation process. The procurement aims to secure professional advisory services for investment management, with specific focus on guiding financial strategies and portfolio development. Potential vendors must carefully navigate the procurement process, which is now managed through H-GAC's new OpenGov Procurement Portal, accessible at https://www.h-gac.com/procurement. The solicitation requires interested firms to register in the portal and adhere to strict communication protocols that prohibit direct contact with H-GAC employees outside the designated Solicitation Contact. Submissions are due by June 5, 2025, with the solicitation having been initially posted on April 14, 2025. Vendors must comply with explicit guidelines that prevent offering gratuities or monetary incentives to influence the evaluation process. The communication restrictions remain in effect from the solicitation issue date until either the protest period concludes for non-selected respondents or the contract is officially executed.

While specific details about set-aside designations or disadvantaged enterprise requirements are not explicitly detailed in the provided documentation, the procurement appears to be open to professional investment advisory firms capable of meeting H-GAC's comprehensive service requirements. The solicitation suggests a competitive environment where vendors will be evaluated based on their qualifications, expertise, and ability to provide strategic investment guidance. No incumbent vendor information or specific budget ranges were identified in the available materials. The transition to the OpenGov Procurement Portal indicates a modernized approach to vendor selection, emphasizing transparency and fair competition. Potential respondents should carefully review all documentation and ensure they meet the communication and submission guidelines to be considered for this investment advisory services opportunity.