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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

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Solicitation SynopsisPDF 111.07 KB