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Quarterly Investment Reporting & Benchmarking

Active

State & Local

Response Deadline12/01/2026, 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 City of South Padre Island in Texas is seeking a subcontractor for Quarterly Investment Reporting and Benchmarking. The selected provider will be responsible for delivering detailed financial reporting and performance analysis for prime contractors managing City investment portfolio projects. Key deliverables include the production of quarterly investment portfolio reports, the tracking of average investment yields, and the execution of benchmarking analyses to compare these yields against current industry standards. Qualified candidates should ideally possess a CPA or CFA certification to ensure the technical accuracy of the financial analysis. This opportunity was posted on October 28, 2026, with a response deadline of December 1, 2026. All services must align with the specific reporting requirements outlined in the contract documentation.

General Info

Agency

Texas → City of South Padre Island

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

TX, USA

Set-Aside

NONE

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

AI Contract Breakdown

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Timeline

PostedOct 28

subcontract

Response DeadlineDec 1

Submission deadline

Response Deadline

12/01/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyTexas → City of South Padre Island

ContactsNo contacts available

OfficeN/A

Organization / AgencyTexas → City of South Padre Island

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies detailed financial reporting and performance analysis for prime contractors on City investment portfolio projects. Produces quarterly investment portfolio reports, performs benchmarking analysis to compare yields against industry standards, and tracks average investment yields. CPA or CFA certification preferred. Delivers Quarterly Investment Reports as specified in Attachment B.

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