Opportunity
Texas DIR/ESBD #6100019705
San Antonio Finance Department Seeks Investment Consulting and Training Services
Posted
June 15, 2026
Respond By
July 17, 2026
Identifier
6100019705
NAICS
523930
The City of San Antonio Finance Department is seeking proposals for investment consulting and training services to support the management of its municipal investment portfolio. - Government Buyer: - City of San Antonio, Finance Department, Procurement Division - Services Requested: - Investment consulting services for the City's investment portfolio - Investment training for authorized investment officers - Products/Part Numbers/Quantities: - No specific products, part numbers, or quantities are listed; the focus is on professional services - Unique or Notable Requirements: - Services must comply with the Texas Public Funds Act - Training must be provided to City-authorized investment officers - No specific OEMs or vendors are named in the solicitation - Pre-submittal conference is available for interested vendors - Vendor registration via the SAePS portal is required - Communication restrictions per City Code apply - Estimated contract value is approximately $104,000 - The opportunity is part of the Texas SmartBuy system
Description
The City of San Antonio Finance Department is seeking proposals from qualified investment consultants to provide investment consulting services related to the City's investment portfolio. The scope includes providing investment training to the City's authorized investment officers in accordance with the Texas Public Funds Act. The solicitation aims to ensure compliance and effective management of the City's investments.