Unitized Investment Accounting and Reporting System

Agency: State Government of Texas
State: Texas
Type of Government: State & Local
NAICS Category:
  • 541219 - Other Accounting Services
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Nov 21, 2024
Due Date: Feb 14, 2025
Solicitation No: 930-26-0237WF
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Description

Unitized Investment Accounting and Reporting System
Solicitation ID:

930-26-0237WF

Status:

Posted

Contact Name:

Wendy- Foley

Contact Number:

(512) 111-1111

Contact Email:

Wendy.Foley@cpa.texas.gov

Response Due Date:

2/14/2025

Response Due Time:

2:00 PM

Agency/Texas SmartBuy Member Number:

304

Posting Requirement:

21+ Days for Solicitation Notice

Solicitation Posting Date:

11/21/2024

Last Modified:

11/21/2024 9:31 am

Class/Item Code:

94600-Financial Services;
94612-Actuarial Services And Retirement Planning;
94631-Certified Public Accountant (Cpa) Services;
94656-Investment Management Services;
95635-*Internet Database Subscriptions;

Solicitation Description:

This Request for Offers (RFO) to solicit Offers from qualified vendors for a software system that will provide a cloud based solution to the accounting, financial reporting, and investment performance reporting needs for the externally managed portions of the assets that the Trust Company manages for its clients as described in this Section II and in this RFO (Services).

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