Investment Advisory Services and Municiple Financial Products Advisory Services

2026-007

Posted

Kasey Gamblin

(254) 750-8405

kaseyg@wacotx.gov

3/9/2026

2:00 PM

M1612

14+ Days for Entire Solicitation Package

Exempt (Attorney or Texas SmartBuy Member)

2/17/2026

2/17/2026 12:02 am

20810-*Accounting/Financial: Bookkeeping, Billing and Invoicing, Budgeting, Payroll, Taxes, etc., Microcomputer;
20911-*Accounting/Financial: Bookkeeping, Billing and Invoicing, Budgeting, Payroll, Taxes, etc., Mainframes and Servers;
95839-Financial Management Services;
94600-Financial Services;
94900-FINANCIAL SERVICES, HIGHER EDUCATION;

District 1,

District 2,

District 3,

District 4,

District 5,

District 6,

District 7,

District 8,

District 9,

District 10,

District 11,

District 12,

District 13,

District 14,

District 15,

District 16,

District 17,

District 18,

District 19,

District 20,

District 21,

District 22,

District 23,

District 24,

District 25

The City of Waco, Texas (the"City") is seeking qualified firms to provide professional advisoryservices in two distinct but complementary service areas:

Service Area 1: Investment Advisory Services under the TexasPublic Funds Investment Act

Service Area 2: Municipal Financial Products (MFP) AdvisoryServices

Respondents may propose to provide servicesfor one or both service areas. The City reserves the right to engage one firmfor both service areas or separate firms for each service area, depending onthe qualifications and expertise demonstrated by respondents.