6100019657 Financial Underwriting Pool

Agency:	City of San Antonio
State:	Texas
Type of Government:	State & Local
Posted Date:	May 23, 2026
Due Date:	Jun 3, 2026
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Description

The City of San Antonio, Texas Finance Department is requesting qualifications from qualified firms to expand the City’s financial underwriting pool, which is comprised of firms utilized for the selection of underwriting syndicates for financial transactions effectuated by the City over the term of the pool. The underwriters will be required to provide professional services and perform the duties of Senior Managing Underwriter and Co-Managing Underwriter as selected for certain transactions and other services as necessary.

Date Issued: April 17, 2026
Due Date & Time: June 3, 2026 at 11:00 A.M., Central Time

Pre-Submittal Conference:

Date/Time: April 27, 10:30 A.M., Central Time

Attend Via Webex:

Dial In By Phone: + 1 415-655-0001

Phone Conference ID: 2347 089 7685

Password: COSA

To view this solicitation, go to the SAePS Portal: https://supplierservice.sanantonio.gov/irj/portal

If you have not completed the City’s SAePS Vendor Registration, you must do so in order to view the solicitation and submit a response. Once you have logged on to the SAePS portal, click on “My Bids.” If not viewable, then click “Other Bids.” Vendor Guides & Support can be accessed from this link: https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides-Support

Document	Type	Size
Solicitation Synopsis	PDF	111.70 KB

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ADVERTISEMENT INFORMATION ONLY

Solicitation Type and Name: Request for Qualifications – Financial Underwriting Pool

Solicitation Number: RFQ 26-080; RFx 6100019657

Description: The City of San Antonio, Texas Finance Department is requesting qualifications from

qualified firms to expand the City’s financial underwriting pool, which is comprised of firms utilized for

the selection of underwriting syndicates for financial transactions effectuated by the City over the term

of the pool. The underwriters will be required to provide professional services and perform the duties

of Senior Managing Underwriter and Co-Managing Underwriter as selected for certain transactions and

other services as necessary.

Applicable Product Categories: 94649 – Financial Services (Not Otherwise Classified)

Date Issued: April 17, 2026

Due Date & Time: June 3, 2026, 11:00 a.m. Central Time

Pre-Submittal Conference: Pre-Submittal Conference will be held at 10:30 a.m., Central Time, on

April 27, 2026, via WebEx. Attendance at the Pre-Submittal Conference is optional, but highly

encouraged.

Respondents may call the toll-free number listed below and enter access code to participate the day of

the conference.

Dial-In Number: 1-415-655-0001 | Access Code: 2347 089 7685 | Meeting Password: COSA

Join from the meeting link:

https://sanantonio.webex.com/sanantonio/j.php?MTID=m30530110f606cffe16e78d8a98025b6e

Evaluation Committee Voting Members:

Troy Elliott, Chief Financial Officer, Finance Department

Victoria Roeder, Deputy Finance Director, Finance Department

Margaret U. Villegas, Assistant Director, Finance Department

Monica Ramos, Assistant Director, Convention Sports & Entertainment Facilities Department

Alejandro Tijerina, Financial Management Administrator, Finance Department

Pursuant to Section 011 – Restriction on Communications and in accordance with and as

authorized by Section 2-61 of the City Code, the following restrictions on communications apply

to this solicitation: Respondents are prohibited from contacting 1) City officials, as defined by

§2-62 of the City Code of the City of San Antonio, regarding the RFQ or proposal from the time

the RFQ has been released until the contract is posted for consideration as an agenda item

during a meeting designated as an A session; and 2) City employees from the time the RFQ has

been released until the contract is approved at a City Council “A” session.

Exceptions to the Restrictions on Communications:

Respondents may submit written questions concerning this RFQ to the Staff Contact Person listed

below until 4:00 p.m., Central Time, on April 30, 2026. Questions received after the stated deadline

will not be answered. All questions shall be sent by e-mail. Questions submitted and the City’s

responses will be posted with this solicitation.

Morgan Aguirre, Procurement Specialist III

City of San Antonio, Finance Department – Procurement Division

morgan.aguirre@sanantonio.gov

To view this solicitation, go to the SAePS portal; https://supplierservice.sanantonio.gov/irj/portal

If you have not completed the City’s SAePS Vendor Registration, you must do so in order to view the

solicitation and submit a response. Once you have logged on to the SAePS portal, click on “My Bids”

(first), if not viewable then click “Other Bids” (to view all already published competitive bids). Vendor

Guides & Support can be accessed from this link:

https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Resources/Guides-

Support

TO REGISTER: You will need to complete the vendor registration by accessing the SAePS Vendor

Registration at

https://www.sa.gov/Directory/Departments/Finance/About/Divisions/Procurement/Become-a-Vendor.

Questions regarding registration may be submitted to Vendor Support at (210) 207-0118 or by email

at vendors@sanantonio.gov with “SAePS Portal” on the subject line so this can be expedited.

This page summarizes the opportunity, including an overview and a preview of the attached documents.

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6100019657 Financial Underwriting Pool

Description

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