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 Inquiries

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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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ADVERTISEMENT INFORMATION ONLY

Solicitation Type and Name: Request for Proposals – Investment Consulting & Investment

Training

Solicitation Number: RFP 26-088; RFx 610019705

Description: 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.

Applicable Product Categories: 91849 – Finance and Economics Consulting

Date Issued: June 15, 2026

Due Date & Time: July 17, 2026, 11:00 a.m. Central Time

Pre-Submittal Conference: Pre-Submittal Conference will be held at 10:30 a.m., Central Time, on

June 22, 2026 via Webex. Attendance at the Pre-Submittal Conference is optional, but highly

encouraged.

Respondents may call the toll-free number listed below and enter access code to participate the day of

the conference.

Dial-In Number: 1-415-655-0001 | Access Code: 2341 680 4476 | Meeting Password: COSA

Join from the meeting link:

https://sanantonio.webex.com/sanantonio/j.php?MTID=mf39ee5d933cbeff4e0f0d92e6c449491

Evaluation Committee Voting Members:

Margaret U. Villegas, Assistant Director, Finance Department

Alejandro Tijerina, Financial Management Administrator, Finance Department

Rozeanne Cantu, Financial Manager, Finance Department

Brett Sekula, Investment Officer, Finance Department

David Colon, Banking Officer, Finance Department

Pursuant to Section 011 – Restriction on Communications and in accordance with and as

authorized by Section 2-61 of the City Code, the following restrictions on communications apply

to this solicitation: Respondents are prohibited from contacting 1) City officials, as defined by

§2-62 of the City Code of the City of San Antonio, regarding the RFP or proposal from the time

the RFP has been released until the contract is posted for consideration as an agenda item

during a meeting designated as an A session; and 2) City employees from the time the RFP has

been released until the contract is approved at a City Council “A” session.

Exceptions to the Restrictions on Communications:

Respondents may submit written questions concerning this RFP to the Staff Contact Person listed

below until 4:00 p.m., Central Time, on June 25, 2026. Questions received after the stated deadline

will not be answered. All questions shall be sent by e-mail. Questions submitted and the City’s

responses will be posted with this solicitation.

Morgan Aguirre, Procurement Specialist III

City of San Antonio, Finance Department – Procurement Division

morgan.aguirre@sanantonio.gov

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”

(first), if not viewable then click “Other Bids” (to view all already published competitive bids). Vendor

Guides & Support can be accessed from this link:

https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides-

Support

TO REGISTER: You will need to complete the vendor registration by accessing the SAePS Vendor

Registration at

https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Become-a-Vendor.

Questions regarding registration may be submitted to Vendor Support at (210) 207-0118 or by email

at vendors@sanantonio.gov with “SAePS Portal” on the subject line so this can be expedited.

Commodity Codes

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

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