Project Information

Bid Title

Investment Advisory Services

Issuing Agency

City of georgetown

Location

Texas

Published Date

Apr 2, 2026

Closing Date

Apr 30, 2026

Government Level

State & Local

Status

Closed

Ref. #

202639

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

Bid Information

Type	Request for Proposal
Status	Issued
Number	202639 (Investment Advisory Services)
Issue Date & Time	4/2/2026 11:18:26 AM (CT)
Close Date & Time	4/30/2026 02:00:00 PM (CT)
Question Cut Off Date	4/21/2026 05:00:00 PM (CT)
Notes	The City of Georgetown (the “City”) requests Proposals from interested, qualified Respondents capable of providing Investment Advisory Services. A full description of the Scope of Work is contained in Exhibit A. Sealed proposals may be electronically submitted throughthe City E-bid system accessible via City’s web site at https://gtowntx.ionwave.net/Login.aspx on of before April 30, 2026 at 2:00 PM and immediately thereafter publicly opened and read aloud. Questions regarding use of the E-bid System may be directed by email to: Nicole.Abrego@georgetowntexas. gov PUBLIC CLOSING will be held by teleconference. This is accessible using the link and call in information provided below: https://teams.microsoft.com/meet/2625034067496?p=VIt7Le5hbvV8PkOVeq Meeting ID: 262 503 406 749 6 Passcode: Xz2BV7rb Dial in by phone +1 512-672-8405,,624632939# United States, Austin Phone conference ID: 624 632 939# PRE-PROPOSALMEETING A NON-MANDATORY Pre-Proposal meeting will be conducted virtually through Microsoft Teams, beginning at 9:00 AM CT on April 9, 2026. This meeting not mandatory. Any questions and answers addressed during the conference meeting will be issued in an addendum and posted on the City’s website. https://teams.microsoft.com/meet/2625034067496?p=VIt7Le5hbvV8PkOVeq Meeting ID: 262 503 406 749 6 Passcode: Xz2BV7rb Dial in by phone +1 512-672-8405,,624632939# United States, Austin Phone conference ID: 624 632 939#

Contact Information

Name	Nicole Abrego
Address	510 W. 9th Street Georgetown, TX 78626 USA
Phone	(512) 930-8454
Fax
Email	nicole.abrego@georgetowntexas.gov

Bid Documents

Document name	Format
Bid Invitation	Acrobat / PDF	BINVAVL	9260274

Bid Attachments

File Name	Description	File Size
RFP 202639 Investment Advisory Services - Final.pdf	RFP 202639 Investment Advisory Services - Solicitation + Standard Form of Agreement	760 KB	343956	7315966
Attachment A - Investment Report 2025 09 GEDCO.pdf	Attachment A - Investment Report 2025 09 GEDCO	1.08 MB	343956	7316055
Attachment B - Investment Report 2025 09 GT CITY.pdf	Attachment B - Investment Report 2025 09 GT CITY	1.63 MB	343956	7316053
Attachment C- Investment Report 2025 09 GTEC.pdf	Attachment C- Investment Report 2025 09 GTEC	1.03 MB	343956	7316054
Attachment D - Investment Policy FY 2025-26.pdf	Attachment D - Investment Policy FY 2025-26	205 KB	343956	7316052

Commodity Codes

• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.