How to bid on Investment Management and Related Services for Texas Local Government Pools

What the agency is buying

The Texas Comptroller of Public Accounts is looking for qualified independent firms to provide comprehensive investment management and related services. This opportunity covers two local government investment pools: TexPool and TexPool Prime. The estimated value of this contract is $158,431,440.

Key dates and deadlines

The solicitation was published on July 17, 2026. All proposals must be submitted by September 02, 2026, at 3:00 PM ET. It is crucial to submit your response before this deadline, as late submissions are typically not accepted.

Who this opportunity suits

This opportunity is suitable for independent firms with expertise in investment management and related services, particularly those experienced with government investment pools. Firms in the professional services category with a strong background in financial management and investment strategies will find this relevant.

How to respond

To access the full proposal instructions and documents, you need to view Solicitation 240L on the Texas Electronic State Business Daily (ESBD). You can find this by clicking the 'View original source' link on the solicitation page. Viewing the posting and its document list is public and does not require an account. Submit your response as directed in the posting before the deadline.

For any questions regarding this solicitation, you can contact Kathleen Graham at [email protected].

Tips for preparing a competitive response

Carefully read all sections of Solicitation 240L to understand the specific requirements and scope of services for TexPool and TexPool Prime. Ensure your proposal directly addresses each point requested by the Comptroller of Public Accounts.

Highlight your firm's experience with similar government investment pools or large-scale financial management. Provide clear examples of your capabilities and how your services will meet the needs outlined in the RFP. Double-check all submission requirements and deadlines to ensure your proposal is complete and submitted on time.