City of Fair Oaks Ranch Investment Advisory Services RFP 2025
City of Fair Oaks Ranch cityCity · Fair Oaks Ranch, TX- Due
- Dec 18, 2025
- Deadline passed
- Posted
- Nov 24, 2025
- Contract term
- 1 year
- Primary contact
- Clayton Hoelscher
- (210) 698-0900
The 30-second brief
The City of Fair Oaks Ranch is seeking proposals from investment advisors to provide non-discretionary portfolio management services for the City's $33 million investment portfolio. The selected firm will provide guidance and strategies to balance holding securities until they mature or realizing temporary market value gains, and will prioritize the safety of the principal, liquidity, and yield.
Non-discretionary management of investment portfolio, Market assessments, Recommendations for maximizing portfolio, Execution of securities purchases/sales, Quarterly reports, Advice on portfolio structure, Advice on buying/selling securities, Daily investment transaction reports, Cash flow/maturity analysis, Credit analysis of investment instruments, Investment policy review, Creditworthiness monitoring, Due diligence reviews of broker/dealers, Development of benchmarks.
Experience and Qualifications of Team, Project Approach, Price
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Summary
The City of Fair Oaks Ranch is seeking proposals from investment advisors to provide non-discretionary portfolio management services for the City's $33 million investment portfolio.
The selected firm will provide guidance and strategies to balance holding securities until they mature or realizing temporary market value gains, and will prioritize the safety of the principal, liquidity, and yield.
EVALUATION CRITERIA
3- Experience and Qualifications of Team
- Project Approach
- Price
REQUIRED DELIVERABLES
14- Non-discretionary management of investment portfolio
- Market assessments
- Recommendations for maximizing portfolio
- Execution of securities purchases/sales
- Quarterly reports
- Advice on portfolio structure
- Advice on buying/selling securities
- Daily investment transaction reports
- Cash flow/maturity analysis
- Credit analysis of investment instruments
- Investment policy review
- Creditworthiness monitoring
- Due diligence reviews of broker/dealers
- Development of benchmarks
REQUIRED ATTACHMENTS
Investment Advisory Request for Proposals, Addendum 1 - Investment Advisory Services
- Scope location
- Fair Oaks Ranch, Texas
- Reported agency
- City of Fair Oaks Ranch
Questions about this RFP
How do I respond to this RFP from City of Fair Oaks Ranch city?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 18, 2025. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Clayton Hoelscher.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Fair Oaks Ranch city 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 RFP 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 Clayton Hoelscher at (210) 698-0900. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Non-discretionary management of investment portfolio, Market assessments, Recommendations for maximizing portfolio, Execution of securities purchases/sales, Quarterly reports, Advice on portfolio structure, Advice on buying/selling securities, Daily investment transaction reports, Cash flow/maturity. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and Qualifications of Team, Project Approach, Price" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Fair Oaks Ranch city?
All active and historical solicitations from City of Fair Oaks Ranch city are tracked and searchable. As a city agency, City of Fair Oaks Ranch city regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
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. This solicitation specifically requires the following attachments: Investment Advisory Request for Proposals, Addendum 1 - Investment Advisory Services. Review the full document from City of Fair Oaks Ranch city for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Fair Oaks Ranch, Texas. Review the full solicitation for detailed scope requirements.