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Legacy Investment Data Migration

Active
State & Local

Contract Overview

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

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The Legacy Investment Data Migration is a subcontract opportunity with the City of Houston in Texas, categorized under NAICS code 541511. The project focuses on the extraction, transformation, and loading of historical investment data for prime contractors involved in municipal projects. The primary objective is to convert legacy records, including valuations and transaction histories currently stored in spreadsheets, into a centralized and integrated ledger. To ensure accuracy, the contractor must validate all data integrity against original source records in accordance with established financial audit standards. The final deliverable for this engagement is a fully migrated historical dataset successfully integrated into the new platform. Interested parties should note the response deadline of October 22, 2026.

General Info

City of Houston subcontract for legacy investment data migration due October 22, 2026.

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.

View the prime solicitation

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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Performs extraction, transformation, and loading (ETL) of historical investment data for prime contractors on City of Houston municipal projects. Converts legacy records, valuations, and transaction histories from spreadsheets into an integrated ledger while validating data integrity against source records per financial audit standards. Delivers a migrated historical dataset within the new platform.

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NAICS: 513210
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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.
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NAICS: 488190
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Solicitation # ITB-2026-0022
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POSTED

2 days ago

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in 22 days
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