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Investment Performance Reporting & Portfolio Analytics

Active

State & Local

Response Deadline08/13/2026, 08:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The contract requires the preparation and submission of quarterly investment performance reports to the City Council of Pflugerville, Texas, detailing the current value of the investment portfolio, yield analytics, compliance adherence, and risk metrics. These reports must provide accurate, timely, and comprehensive financial insights to support oversight and decision-making by municipal leadership. The work is classified as a subcontract under NAICS code 541611, indicating it falls within the management consulting services category, with the expectation that the contractor delivers analytical rigor and regulatory alignment in reporting. The solicitation was posted on July 15, 2026, with a response deadline of August 13, 2026, at 8:00 PM. Services are to be performed for the City of Pflugerville, located in Texas, though no specific physical location for performance is outlined. The contract is available for bidding via the Texas SmartBuy portal, and while there is no set-aside designation or point of contact provided, the requirement is strictly for financial reporting and portfolio analytics with no mention of asset management or trading activities. All deliverables must meet municipal standards for transparency and accountability in public investment oversight.

General Info

Submit quarterly investment reports to Pflugerville, Texas, detailing performance, compliance, and risk metrics for municipal oversight.

Agency

Texas → CITY OF PFLUGERVILLE

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

TX, US

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PostedJul 15

subcontract

Response DeadlineAug 13

Submission deadline

Response Deadline

08/13/2026, 08:00:00 PM UTCin 12 days

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Organization & Contact Information

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AgencyTexas → CITY OF PFLUGERVILLE

ContactsNo contacts available

OfficeN/A

Organization / Agency

Texas → CITY OF PFLUGERVILLE

Office AddressN/A

ContactsNo contact information available

Full Description

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Generate quarterly investment performance reports for submission to the City Council, detailing portfolio values, yields, compliance status, and risk metrics.

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