Texas Southern University RFP # 717-26-766 Investment Management Services - 2026
Texas Southern University | State of TexasHigher Ed · Houston, TX- Due
- Aug 13, 2026
- Deadline passed
- Posted
- Jul 30, 2026
- Contract term
- 3 years
- Primary contact
- Greg Williams
The 30-second brief
Texas Southern University seeks sealed proposals for investment management services under RFP # 717-26-766. The scope includes investment policy and procedures, portfolio analysis, reporting, manager research and analysis, market research, training, market summary, transition and continuity of services, and performance improvement and strategic advisory services. The initial contract term is three years with two single-year options. Proposals are due by August 13, 2026, at 11:00 a.m. Central Time. Questions are due by August 6, 2026. Respondents must be registered investment advisors under the Investment Company Act of 1940 with a minimum of ten years in business.
Investment Policy and Procedures, Portfolio Analysis, Reporting, Manager Research and Analysis, Research, Training, Development, And Reporting, Market Summary, Transition and Continuity of Services, Performance Improvement and Strategic Advisory Services, Investment Policy Statement Compliance, Investment Policy Compliance Monitoring
Criterion 1: Qualifications & Experience of the Respondent (20%), Criterion 2: Experience of Key Personnel (15%), Criterion 3: Investment Philosophy & Technical Methodology (20%), Criterion 4: Past Performance & References (20%), Criterion 5: Transition and Continuity Plan (10%), Criterion 6: Hypothetical Portfolio (5%), Criterion 7: Cost / Fees (10%)
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Summary
Texas Southern University seeks sealed proposals for investment management services under RFP # 717-26-766.
The scope includes investment policy and procedures, portfolio analysis, reporting, manager research and analysis, market research, training, market summary, transition and continuity of services, and performance improvement and strategic advisory services. The initial contract term is three years with two single-year options. Proposals are due by August 13, 2026, at 11:00 a.m. Central Time. Questions are due by August 6, 2026. Respondents must be registered investment advisors under the Investment Company Act of 1940 with a minimum of ten years in business.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
13- Investment Policy and Procedures
- Portfolio Analysis
- Reporting
- Manager Research and Analysis
- Research
- Training
- Development
- Reporting
- Market Summary
- Transition and Continuity of Services
- Performance Improvement and Strategic Advisory Services
- Investment Policy Statement Compliance
- Investment Policy Compliance Monitoring
REQUIRED ATTACHMENTS
5- Exhibit A: Execution of Proposal
- Exhibit B: Executive Order GA-48 Compliance Statement (Higher Education)
- Form 1295
- Addenda
- Sample Contract
- Submit to
- Texas Southern University, Procurement Services, Attn: Greg Williams, 3100 Cleburne Street, Mack O. Hannah Hall, Suite 333, Houston, Texas 77004-4598
- Duration
- 60 months
- Scope location
- Houston, Texas
- Reported agency
- Texas Southern University
Questions about this RFP
How do I respond to this RFP from Texas Southern University | State of Texas?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 13, 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: Texas Southern University, Procurement Services, Attn: Greg Williams, 3100 Cleburne Street, Mack O. Hannah Hall, Suite 333, Houston, Texas 77004-4598. For questions, contact Greg Williams.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Texas Southern University | State of Texas 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 Greg Williams. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Investment Policy and Procedures, Portfolio Analysis, Reporting, Manager Research and Analysis, Research, Training, Development, And Reporting, Market Summary, Transition and Continuity of Services, Performance Improvement and Strategic Advisory Services, Investment Policy Statement Compliance, Inve. 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: "Criterion 1: Qualifications & Experience of the Respondent (20%), Criterion 2: Experience of Key Personnel (15%), Criterion 3: Investment Philosophy & Technical Methodology (20%), Criterion 4: Past Pe..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Texas Southern University | State of Texas?
All active and historical solicitations from Texas Southern University | State of Texas are tracked and searchable. As a higher ed agency, Texas Southern University | State of Texas 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 3 years. 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: Exhibit A: Execution of Proposal, Exhibit B: Executive Order GA-48 Compliance Statement (Higher Education), Form 1295, Addenda, Sample Contract. Review the full document from Texas Southern University | State of Texas for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Houston, Texas. Review the full solicitation for detailed scope requirements.