Investment Management System

The Texas A&M University System, through its Office of Procurement and HUB Program, is seeking a comprehensive Software as a Service (SaaS) investment management system to support its Treasury Services division. The RFP targets a cloud-based solution capable of managing two investment pools totaling $8.1 billion, specifically the Cash Concentration Pool and the System Endowment Fund. The proposed system must provide robust functionality including creating and tracking due diligence reports, document storage, workflow management, and meeting tracking. Key technical requirements mandate TX-RAMP certification and compliance with state cybersecurity and data privacy regulations. Proposals are due by 2:00 p.m. Central Time on September 3, 2025, with an anticipated initial contract term of three years and options to extend for two additional two-year terms. The system must integrate with existing platforms like MSCI Private i and Laserfiche, and offer features such as customizable dashboards, report templates, and calendar tracking for due diligence activities.

The solicitation includes a Historically Underutilized Businesses (HUB) subcontracting plan with a 15% participation goal, indicating a preference for diverse vendor participation. Respondents must provide comprehensive pricing details, including cost per user, implementation fees, and annual licensing or subscription costs. Additional submission requirements include an Accessibility Conformance Report and a Policy Driven Adoption Vendor Self-Assessment. While specific budget ranges are not explicitly stated, the system's scope suggests a significant investment for managing $8.1 billion in investment pools. Vendors must demonstrate technical capabilities, including cloud-based deployment, integration potential with existing systems, and comprehensive reporting and tracking functionalities. The procurement approach suggests a competitive selection process that prioritizes both technical capabilities and vendor diversity, with a strong emphasis on comprehensive investment management solutions that can support the complex financial operations of the Texas A&M University System.