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Investment Management Software Platform

Active
State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract opportunity with the City of Houston involves the provision of an automated investment management software platform designed for prime contractors. The system will manage a 7.4 billion dollar portfolio, utilizing an integrated investment ledger to provide real-time tracking of fixed-income instruments. Key functional requirements include the automation of purchases, sales, maturities, and interest receipts, as well as support for indexed and variable-rate securities through built-in reconciliation tools. The solution may be delivered as a licensed software platform or via a SaaS subscription. Interested parties should note that the solicitation was posted on October 13, 2026, with a response deadline of October 22, 2026. The project falls under NAICS code 513210, focusing on software publishing and management for municipal project contractors.

General Info

City of Houston seeks automated investment software for a 7.4 billion dollar portfolio.

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of INF-2026-0428.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

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Investment Software System 1 Year Term

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Organization & Contact Information

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AgencyTexas → City of Houston
ContactsNo contacts available
OfficeN/A
Organization / AgencyTexas → City of Houston
Office AddressN/A
ContactsNo contact information available

Full Description

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Supplies an automated investment management software platform for prime contractors on City of Houston municipal projects. Provides an integrated investment ledger for real-time tracking of fixed-income instruments, automating purchases, sales, maturities, and interest receipts for a $7.4 billion portfolio. Supports variable-rate and indexed securities with built-in reconciliation tools. Delivers a licensed software platform or SaaS subscription.

Similar Contracts

Same NAICS industry code

NAICS: 513210
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Investment Software System 1 Year Term
Solicitation # INF-2026-0428
The City of Houston is soliciting bids for an automated and configurable investment management software platform to oversee its fixed-income investment portfolios, which have a market value of approximately 7.4 billion dollars. The primary objective is to eliminate manual reconciliations and spreadsheet dependency by implementing a system that provides real-time tracking, an integrated investment ledger, and automated calculations for interest accruals and mark-to-market valuations. Key deliverables include the provision of interest rate risk metrics, policy compliance reporting, and comprehensive implementation services encompassing data migration, tailored configuration, and operational training. The system must feature role-based security permissions, full audit trails, and built-in reconciliation tools to ensure data integrity. The contract will be awarded to a responsive and responsible bidder, primarily based on the overall low net bid meeting all specifications, though the City reserves the right to award based on individual items or the overall best bid. Qualified vendors must demonstrate experience managing portfolios of a similar scale and provide a technical roadmap addressing evolving industry practices. Bidders are required to submit descriptive software literature and certify compliance with various legal standards, including Equal Opportunity employment, anti-collusion measures, and Texas Government Code regarding foreign terrorist organizations. Payment terms are set at thirty days following invoice approval or acceptance of services.
City of Houston

POSTED

about 22 hours ago

DEADLINE

in 8 days
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