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Public Sector Investment Training

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State & Local

Contract Overview

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

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The Public Sector Investment Training subcontract is issued by the City of South Padre Island in Texas. The selected provider will be responsible for delivering specialized training and education services to prime contractors regarding City investment portfolio projects. Key deliverables include the development of educational materials and the facilitation of meetings designed to keep City staff informed about current market trends and the overall status of the portfolio. Qualified candidates must possess significant subject matter expertise in public sector cash management to effectively execute the training sessions. This opportunity was posted on October 28, 2026, with a response deadline set for December 1, 2026. The contract falls under NAICS code 611430, focusing on professional and management development training.

General Info

Documents

This scope was carved out of FIN-2610.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP No. FIN-2610 - Investment Advisory Services

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Organization & Contact Information

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AgencyTexas → City of South Padre Island
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Provides training and education services for prime contractors on City investment portfolio projects. Develops and delivers educational materials and conducts meetings to inform City staff of market trends and portfolio status. Requires subject matter expertise in public sector cash management. Delivers training sessions and educational materials.

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More opportunities from Texas → City of South Padre Island

Same awarding agency

New
SLED
RFP No. FIN-2610 - Investment Advisory Services
Solicitation # FIN-2610
The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

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about 5 hours ago

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in about 1 month
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