Project Information

Bid Title

6100019705 Investment Consulting & Investment Training

Issuing Agency

City of San Antonio

Location

Texas

Published Date

Jul 10, 2026

Closing Date

Jul 17, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

6100019705 Investment Consulting & Investment Training

The City of San Antonio – Finance Department (City) is seeking proposals from qualified investment consultants to provide investment consulting services related to the City’s investment portfolio and to provide invest training to the City’s authorized investment officers in accordance with the Texas Public Funds Act.

Date Issued: June 15, 2026
Due Date & Time: July 17, 2026 at 11:00 A.M., Central Time

Pre-Submittal Conference:

Date/Time: June 22, 2026, 10:30 A.M., Central Time

Attend Via Webex:

Dial In By Phone: + 1 415-655-0001

Phone Conference ID: 2341 680 4476

Password: COSA

To view this solicitation, go to the SAePS Portal: https://supplierservice.sanantonio.gov/irj/portal

If you have not completed the City’s SAePS Vendor Registration, you must do so in order to view the solicitation and submit a response. Once you have logged on to the SAePS portal, click on “My Bids.” If not viewable, then click “Other Bids.” Vendor Guides & Support can be accessed from this link: https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides-Support

Document	Type	Size
Solicitation Synopsis	PDF	111.07 KB

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Commodity Codes

• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 611430Professional and Management Development Training

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