Financial Underwriting Pool

The City of San Antonio, Texas Finance Department is soliciting qualifications from experienced financial firms to join its financial underwriting pool, which will serve as the pre-qualified source for selecting Senior Managing Underwriters and Co-Managing Underwriters for municipal debt and securities transactions. This Request for Qualifications, identified as RFQ 26-080 and cataloged under solicitation number 6100019657, is open to firms operating under NAICS Code 523150 and requires active registration through the SAePS vendor portal to be eligible to respond. Firms must demonstrate the capability to perform the full spectrum of underwriting duties associated with leading or co-leading syndicates in the issuance of city-funded securities, with no fixed term for the pool but an expectation of long-term availability for task ordering. All submissions must be made electronically through the SAePS portal by the deadline of June 3, 2026, at 11:00 a.m. Central Time, with no physical submissions permitted. Communication between proposers and city personnel is strictly prohibited until after award to ensure fairness and prevent conflicts of interest, reflecting an adherence to City Code Sections 011 and 2-61. No pricing, cost estimates, or contract value figures are included, as this is a qualifications-based solicitation rather than a price-driven procurement. The award will be based on the assessed competency and experience of respondents, though specific evaluation criteria, weights, or scoring methodologies are not detailed in the available documentation. While key contacts are identified within the Finance Department, including Morgan Aguirre as the primary point of contact and Troy Elliott as the Procurement Director, no formal contracting officer, COR, or COTR designations are publicly listed. The place of performance is San Antonio, Texas, and the City requires no federal FAR clause compliance, instead relying on its own municipal procurement procedures and administrative protocols for oversight and contract administration.