Local Government Investment Pool Investment Management and Related Services
Overview
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SUMMARY
DESCRIPTION
The government authority located in Texas Comptroller is seeking a vendor to provide local government investment pool investment management and related services. The scope includes investment management services such as portfolio management, cash management, custody services, fund accounting, and financial reporting.
The selected vendor will also support participant services, including participant enrollment and related reporting, customer service, and participant access to qualified investment and transaction administration accounts. Additional responsibilities include providing daily and monthly participant investment management support, as well as current information and publications.
The contract also requires information technology services, including hosting and maintaining a publicly accessible TexPool website and designing, building, hosting, and maintaining a participant-accessible TexConnect Online website. The vendor must ensure compliance with all applicable statutory accessibility standards. Education and training services are also required, including online and in-person training, participation in conferences and similar events for local government entities, and monthly newsletter publication and distribution to participants.
The contract term is one year. Questions are due by July 29, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 2, 2026.
- Who is a good fit for this opportunity?
- Investment management firm with public sector fund administration experience
- Provider of local government investment pool or treasury management services
- Capable of custody, fund accounting, cash management, and financial reporting
- In-house or partnered web development and hosting capabilities for secure participant portals
- Experience meeting public-sector accessibility and compliance requirements
- Strong customer service and participant onboarding infrastructure
- Ability to deliver online and in-person training for government participants
- Established presence serving state or local government clients in Texas or the United States
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.