Public Investment Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
RFQ Issued: July 31st, 2026
Questions Due: August 7th, 2026
Responses Due: August 14th, 2026
Interviews (if needed): August 17th–28th, 2026
Selection: September 15th, 2026
Contract Start: January 1st, 2027
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Brushy Creek Municipal Utility District
DESCRIPTION
A government authority in Round Rock, Texas, is seeking a vendor to provide public investment advisory services. The selected advisor will provide ongoing support and analysis to evaluate investment opportunities in relation to operating cash flow and prudent return on investment.
Services include developing and recommending investment strategies consistent with Public Funds Investment Act requirements and the authority’s cash flow needs, with priority given to safety, liquidity, and appropriate yield. The advisor will also provide guidance on allowable investments involving agencies, investment pools, and certificates of deposit.
The vendor will monitor portfolio performance, interest rate risk, and diversification, and provide regular portfolio reviews with recommendations and supporting documentation. Additional responsibilities include advising on the investment of bond proceeds and construction funds, including cash flow planning, draw schedules, maturity alignment, principal preservation, and arbitrage compliance considerations. Questions must be submitted by August 14, 2026.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on August 14, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Brushy Creek Municipal Utility District. The work is located in Round Rock, Texas, United States.
- Who is a good fit for this opportunity?
- Public funds investment advisory firm with government-sector experience
- Expertise in Texas Public Funds Investment Act requirements
- Experience managing operating cash, bond proceeds, and construction funds
- Demonstrated capabilities in portfolio analysis, cash flow planning, and risk monitoring
- Knowledge of arbitrage compliance, investment pools, agencies, and certificates of deposit
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.