Galveston County Investment Advisory Services RFP #26-093, 2026
Galveston CountyCounty · Galveston, TX- Due
- May 28, 2026
- Deadline passed
- Posted
- Apr 23, 2026
- Primary contact
- Frank Rodriguez
- (409) 770-5372
The 30-second brief
Galveston County, Texas is seeking proposals from qualified and experienced investment advisory firms to provide professional investment advisory services for the County's investment portfolio, including portfolio analysis and strategy development, policy review and updates, quarterly investment reporting support, ongoing advisory and consultation, compliance and risk management, benchmarking, and trade execution. The selected firm will serve as a trusted, independent investment advisor to optimize the County's investment program in alignment with safety, liquidity, and yield objectives. The submission deadline is May 28, 2026, at 2:00 PM CST, with questions due by May 7, 2026. Electronic submission is available via Bonfire Interactive or hard copy submissions to the Galveston County Purchasing Agent.
Experience and Qualifications (25 points), Team Qualifications and Staffing Plan (15 points), References and Past Performance (15 points), Service Approach and Methodology (20 points), Understanding of Investment Act and Regulatory Compliance (10 points), Cost and Fee Structure (15 points)
Hear what Galveston County plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
Galveston County, Texas is seeking proposals from qualified and experienced investment advisory firms to provide professional investment advisory services for the County's investment portfolio, including portfolio analysis and strategy development, policy review and updates, quarterly investment reporting support, ongoing advisory and consultation, compliance and risk management, benchmarking, and trade execution.
The selected firm will serve as a trusted, independent investment advisor to optimize the County's investment program in alignment with safety, liquidity, and yield objectives. The submission deadline is May 28, 2026, at 2:00 PM CST, with questions due by May 7, 2026. Electronic submission is available via Bonfire Interactive or hard copy submissions to the Galveston County Purchasing Agent.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
11- Required Documents Checklist
- Addenda Acknowledgement
- Vendor Qualification Packet
- Certification Regarding Debarment
- Certification Regarding Lobbying Form
- Non-Collusion Affidavit
- Prohibition on Contracts with Companies Boycotting Israel
- Prohibition on Contracts with Certain Companies
- Information for Notice
- References
- Proposal
- Submit to
- https://galvestoncountytx.bonfirehub.com/
- Scope location
- Galveston, TX
Questions about this RFP
How do I respond to this RFP from Galveston County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 28, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://galvestoncountytx.bonfirehub.com/. For questions, contact Frank Rodriguez.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Galveston County 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 Frank Rodriguez at (409) 770-5372. Questions and answers are typically shared with all prospective bidders.
Show 4 more questions
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 (25 points), Team Qualifications and Staffing Plan (15 points), References and Past Performance (15 points), Service Approach and Methodology (20 points), Understanding o..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Galveston County?
All active and historical solicitations from Galveston County are tracked and searchable. As a county agency, Galveston County 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 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: Required Documents Checklist, Addenda Acknowledgement, Vendor Qualification Packet, Certification Regarding Debarment, Certification Regarding Lobbying Form, Non-Collusion Affidavit, Prohibition on Co. Review the full document from Galveston County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Galveston, TX. Review the full solicitation for detailed scope requirements.
