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6100018279 Investment Consulting & Investment Training Services

The Finance Department is seeking the professional services of an Investment Consultant (“Consultant” or “Respondent”) to assist in providing investment consulting and investment training services. The primary role of the Consultant is to provide objective, third-party advice, and counsel that will enable the City to make well-informed and educated decisions regarding the investment of the City’s financial assets.

Date Issued: July 15, 2024
Due Date & Time: August 14, 2024 at 11:00 a.m., Central Time

Pre-Submittal Conference: Pre-Submittal Conference will be held at 11:00 a.m., Central Time, on July 19, 2024, 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: 2634 616 0281 | Meeting Password: pDfYww7dY72

Join from the meeting link: https://sanantonio.webex.com/sanantonio/j.php?MTID=m3f54d929c7c825a2881f5971333ca796

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

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Solicitation and Committee InformationPDF 100.16 KB