Investment Advisory Services

Closed State & local contract opportunity Posted

Solicitation number
RFP-FI-INVESTAS-07-25
State
Texas
Responses due

Opportunity facts

NIGP codes
UNSPSC codes
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Point of contact

Opportunity details come from txsmartbuy.com. Updated .

About this opportunity

Written by GovTribe AI ·

The Houston-Galveston Area Council (H-GAC) is soliciting Investment Advisory Services through a competitive procurement process. The solicitation seeks comprehensive financial advisory services, with a focus on investment management and strategic financial guidance. Potential vendors must register through the new electronic bidding and vendor management system at https://www.h-gac.com/procurement, which will serve as the primary platform for document submission and communication. The procurement opportunity is structured with strict communication protocols, prohibiting direct contact with H-GAC employees outside the designated Solicitation Contact. Vendors must adhere to a restricted communication period that begins with the solicitation issue date and continues until contract execution or protest period conclusion. The proposal is due on October 2, 2025, with an initial posting date of August 20, 2025. Evaluation criteria will likely include vendor qualifications, technical expertise, proposed methodology, and potential cost-effectiveness of investment strategies.

While specific set-aside designations are not explicitly detailed in the provided documentation, H-GAC typically follows state procurement guidelines that may include preferences for historically underutilized businesses or minority-owned enterprises. The procurement appears to be open to qualified financial advisory firms with demonstrated experience in municipal and governmental investment management. Vendors must maintain strict ethical standards, with explicit warnings against offering gratuities or attempting to gain unfair competitive advantages. Non-compliance with communication and submission guidelines may result in immediate disqualification from the procurement process. Although specific budget ranges are not disclosed in the current documentation, investment advisory services for governmental entities typically involve significant annual contract values ranging from $50,000 to $500,000, depending on the scope and complexity of services required. Prospective vendors should carefully review all solicitation documents and ensure full compliance with H-GAC's procurement requirements.

Files

File Type Posted
ESBD_446301_1755200059740_ESBD Invite v1.31.24.pdf PDF

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