City of Euless Request for Information (RFI) – Investment Advisory Services
City of EulessCity · Euless, TX- Due
- Apr 30, 2026
- Deadline passed
- Primary contact
- Janina Jewell
- (817) 685-1400
The 30-second brief
The City of Euless is seeking information from qualified investment advisory firms to assist in managing its investment portfolio and general reserves. Services include policy review, cash flow analysis, and audit assistance, with submissions due by April 30, 2026.
Investment policy review, Cash flow analysis, Portfolio strategy, Performance measurement, Compliance monitoring, Monthly/quarterly reporting, Economic updates, Audit assistance
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Summary
The City of Euless is seeking information from qualified investment advisory firms to assist in managing its investment portfolio and general reserves. Services include policy review, cash flow analysis, and audit assistance, with submissions due by April 30, 2026.
REQUIRED DELIVERABLES
8- Investment policy review
- Cash flow analysis
- Portfolio strategy
- Performance measurement
- Compliance monitoring
- Monthly/quarterly reporting
- Economic updates
- Audit assistance
- Submit to
- 201 N Ector Drv, Euless, TX, 76039
- Scope location
- Tarrant, TX
Questions about this RFI
How do I respond to this RFI from City of Euless?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 30, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: 201 N Ector Drv, Euless, TX, 76039. For questions, contact Janina Jewell.
Can small businesses or minority-owned firms bid on this RFI?
Most government agencies, including City of Euless in TX, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFI submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Janina Jewell at (817) 685-1400. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Investment policy review, Cash flow analysis, Portfolio strategy, Performance measurement, Compliance monitoring, Monthly/quarterly reporting, Economic updates, Audit assistance. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from City of Euless?
All active and historical solicitations from City of Euless are tracked and searchable. As a city agency, City of Euless regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFI?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from City of Euless for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Tarrant, TX. Review the full solicitation for detailed scope requirements.