RFP - Investment Management Services
Cancelled State & local contract opportunity Posted
- Solicitation number
- RFP-2025-000002
- State
- Texas
- Responses due
Opportunity facts
- Jurisdictions
- NIGP code
- UNSPSC codes
- 84121700 Investment advice
- 64102001 Education savings account
- 64102007 Basic investment account
- 84101702 Debt reorganization
- 84121702 Investment policy
- 64102004 Individual retirement account IRA, personal
- 64102005 Individual retirement account IRA, public sector
- 84101701 Debt negotiation
- 84121701 Investment advisers
- 84121704 Investment agreements
Show all 19
- 84121703 Investment analysis
- 64102000 Investment accounts
- 64102002 Health savings account
- 64102006 Simplified employee pension SEP account
- 64102008 Managed investment account
- 84101703 Debt servicing
- 64102003 Individual retirement account IRA, corporate
- 84121705 Market data
- 93141902 Rural investment services
- Point of contact
-
- Wendi Finkbeiner wendi8861@hillcountry.org (830) 792-3300
Opportunity details come from txsmartbuy.com. Updated .
About this opportunity
Hill Country Community MHMR Center in Kerrville, Texas is seeking investment management services through a Request for Proposal (RFP) with the solicitation number HCCMHMRC-NOI-2025-000002. The procurement is focused on engaging an experienced investment advisor to support the organization's financial objectives through strategic portfolio management while ensuring compliance with state and federal regulations. Key objectives include implementing sound investment strategies that prioritize safety, liquidity, and yield, enhancing financial stewardship, and improving portfolio performance through optimized investment allocations. The solicitation requires providers to demonstrate expertise in ongoing market analysis, performance reporting, and risk management insights. The original RFP was initially scheduled for release on February 18, 2025, with proposals due by March 14, 2025, at 4:30 PM; however, the procurement was subsequently cancelled and is expected to be re-issued in the near future. Interested parties are advised to monitor future announcements for updated procurement details and submission guidelines.
No specific set-aside designations, disadvantaged enterprise requirements, or incumbent vendor information were explicitly detailed in the available documentation. The procurement documents do not specify pricing terms, funding amounts, or precise budget ranges for the investment management services. While the solicitation covers Kenedy County and La Casita CDP in Texas, no restrictions were noted regarding the types of organizations eligible to respond. The Hill Country Community MHMR Center, established in 1997, will provide further details in the official RFP when it is re-released. Potential respondents are encouraged to contact the Procurement Department at 819 Water Street, Suite 300, Kerrville, Texas 78028, or via phone at (830) 792-3300 for additional information about the upcoming solicitation.
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