Investment Advisor Services

The government authority in Texas requires a vendor to provide investment advisor services for its operating, debt-service, capital project, reserve, construction, and other restricted or unrestricted accounts. The selected vendor must review investment restrictions in governing documents upon request, deliver independent recommendations on portfolio positioning and transactions, help develop cash-flow forecasts, identify projected funding needs, and report on portfolio allocations and performance relative to benchmarks. Only onshore USA organizations are eligible to bid, and all work will be performed offsite. Bidders must submit all questions no later than October 13, 2026. The provided text does not state how or when to submit final proposals, pre-bid deadlines, evaluation criteria, the contract term, or a specific budget amount beyond requesting a proposal.