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This RFP has expired (deadline Oct 8, 2026). Submissions are no longer accepted. The listing stays here for reference for a few weeks. Browse live RFPs or see open Financial Services RFPs.

Investment Advisory Services

San Antonio, TexasTexas, USADue Thursday, October 8, 2026
Client
San Antonio, Texas
RFP Number
BANKING-9255
Posted
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Category
Banking Services
Budget
Looking for Proposals
NAICS
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Set-aside
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Contact
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Description

AI Generated

The government authority in San Antonio, TX requires a vendor to provide investment advisory services for a three-year contract period. The buyer expects the vendor to execute discretionary purchases and sales of securities, establish maturity structures based on cash-flow needs, and address public-sector investment strategies, principal preservation, liquidity management, yield optimization, diversification, and risk management. Additionally, the vendor must communicate portfolio risks, submit monthly investment and cash-flow reports, deliver quarterly reports to the investment committee, and record meeting minutes. The buyer limits eligibility to US organizations and requires offsite work performance. Interested bidders must submit proposals digitally via email or online, and the buyer is currently looking for proposals to establish the budget. The buyer holds a pre-bid meeting on August 28, 2026, and sets the deadline to submit all questions for September 10, 2026.

Key solicitation details

AI-extracted from 26-419 RFP Investment Advisory Services.pdf. Confirm against the original documents before bidding.

VIA Metropolitan Transit is seeking technical and price proposals from qualified investment management advisory firms to direct the investments of the Authority in accordance with its Investment Policy and the Public Funds Investment Act. VIA's cash and investments are approximately $651 million. Eligibility is onshore (US organizations only).

Issued by
VIA Metropolitan Transit
RFP Issue Date
August 20, 2026
Pre-Proposal Conference
August 28, 2026 1:00 PM CST
Last Date for Receipt of Request for Clarification and/or Modifications (RFA)
September 10, 2026 4:45 PM CST
Proposal Deadline
October 08, 2026 2:00 PM CST
How to submit
Sealed hard copy and USB flash drive
Submission details
Submit in separate sealed packages: 1 unbound original technical proposal, 1 unbound original price proposal, and 1 electronic PDF copy on a USB flash drive. Max 40 pages for technical proposal. Deliver to Procurement Department, Attn: Samantha Martinez, 800 W. Myrtle, Suite 203, San Antonio, TX 78212. Emailed or faxed proposals not accepted.
Contract term
3-year base term with two 1-year option terms
Place of performance
Offsite / San Antonio, TX
Insurance and bonding
Current Certificate of Insurance required with proposal, or commitment letter from insurance provider to insure firm if awarded contract. Required coverages must name VIA as additional insured with waiver of subrogation where applicable.
Funding
Public Funds Investment Act

How proposals are evaluated

Investment Management Approach and Portfolio Strategy30 Points
Firm and Key Personnel Qualifications and Relevant Experience25 Points
Reporting, Compliance, Risk Management and Governance20 Points
Client Service, Implementation and Organizational Fit15 Points
Financial Planning and Strategic Advisory Capabilities10 Points
Price Proposal60 points

Scope of work

  • Provide investment advisory services and direct investments of the Authority
  • Identify investment philosophy and strategy for a public-sector entity
  • Establish process for developing and maintaining appropriate maturity structure and strategy based on cash-flow requirements
  • Initiate purchases and sales of securities on a discretionary basis
  • Submit monthly reports on investment activities, earnings, portfolio holdings, and projected cash flows
  • Provide quarterly investment reports and prepare minutes for investment committee meetings
  • Identify and communicate portfolio, market, credit, liquidity, and regulatory risks
  • Provide financial planning, special financial advice, and strategic advisory capabilities

Minimum qualifications

  • Demonstrate professional competence and extensive experience to perform investment management services
  • Appropriately registered with the SEC to provide investment advisory services
  • Experience managing and advising public-sector investment portfolios of comparable size and complexity
  • Experience with Texas governmental entities and the Public Funds Investment Act
  • Sufficient experience managing portfolios with longer-term investment strategies and significant liquidity requirements

Documents to include with the bid

  • Technical Proposal
  • Price Proposal (Part 10 forms)
  • Certificate of Insurance (COI) or commitment letter from insurance provider
  • Required forms attached in Section 9
  • Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
  • Disclosure of Conflicts of Interest

Verify important details

Document check

Confirm submission instructions and amendments with the issuing agency before responding.

1 available fileDocuments checked

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