City of Morgan's Point Resort Investment Advisory Services RFQ 26-01
City of Morgan's Point ResortCity · Morgan's Point Resort, TX- Due
- Mar 19, 2026
- Deadline passed
- Posted
- Jan 23, 2026
- Contract term
- 2 years
- Primary contact
- Shahdhiah Valentin
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THE 30-SECOND BRIEF
The City of Morgan's Point Resort is seeking Statements of Qualifications from investment advisors to provide non-discretionary portfolio management services for its approximately $3,000,000 investment portfolio and proceeds from a near-term debt issuance.
Statements of Qualifications
Demonstrated ability in providing similar services to municipalities and/or other public entities (30 points), Recommended approach to manage the City's portfolio (25 points), Professional qualifications and experience (25 points), Reporting (20 points)
SUMMARY
The City of Morgan's Point Resort is seeking Statements of Qualifications from investment advisors to provide non-discretionary portfolio management services for its approximately $3,000,000 investment portfolio and proceeds from a near-term debt issuance.
EVALUATION CRITERIA
Demonstrated ability in providing similar services to municipalities and/or other public entities (30 points), Recommended approach to manage the City's portfolio (25 points), Professional qualifications and experience (25 points), Reporting (20 points)
REQUIRED DELIVERABLES
Statements of Qualifications
REQUIRED ATTACHMENTS
Attachment A: Investment Policy, Attachment B: Conflict of Interest Form
- Submit to
- 8 Morgan's Point Blvd., Morgan's Point Resort, Texas, 76513
- Duration
- 36 months
- Scope location
- Morgan's Point Resort, Texas
Questions about this RFP
How do I respond to this RFQ from City of Morgan's Point Resort?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 19, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 8 Morgan's Point Blvd., Morgan's Point Resort, Texas, 76513. For questions, contact Shahdhiah Valentin.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including City of Morgan's Point Resort 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 RFQ 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 Shahdhiah Valentin. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Statements of Qualifications. 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: "Demonstrated ability in providing similar services to municipalities and/or other public entities (30 points), Recommended approach to manage the City's portfolio (25 points), Professional qualificati..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Morgan's Point Resort?
All active and historical solicitations from City of Morgan's Point Resort are tracked and searchable. As a city agency, City of Morgan's Point Resort 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 2 years. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
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: Attachment A: Investment Policy, Attachment B: Conflict of Interest Form. Review the full document from City of Morgan's Point Resort for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Morgan's Point Resort, Texas. Review the full solicitation for detailed scope requirements.