Government Contract | Texas
Investment Advisory Services

Bid Information

Bid Alert No: 00000477095

Bid Title: Investment Advisory Services

Agency Bid No. Title: 15-2016 ML

Received Date: 02/03/2016

Close Date: 02/17/2016

Purchase Type: Term:

Delivery Point: Lamar, Texas

Delivery Date: Not Stated


Specifications include, but are not limited to: The Investment Advisor shall:1. Be a registered Investment Advisor as defined and regulated by the Securities and ExchangeCommission and be registered with the Texas State Securities Board;2. Be either completely independent of any financial institution or securities brokerage firm; or fullyand continuously disclose any relationships with such financial institution(s) and/or securitiesbrokerage firm(s), and further disclose any commissions, bonuses, or soft-dollar payments resultingfrom the firms relationship with the District;3. Comply with Texas State law and the ordinances and policies of the District;4. Review and recommend changes to the Districts Investment Policy;5. Review/propose investment management procedures and documentation;6. Assist in developing and implementing investment strategies that will enhance portfolioperformance under current and anticipated changes in market conditions within the parameters ofestablished investment policies and cash flow needs;7. Provide non-discretionary management of the Districts investment portfolio by acting solely in anmanagement and administrative capacity within the guidelines of the Districts Investment Policy;8. Provide daily, timely assessments of the market including market reaction to economic events;9. Provide detailed monthly reports, in a format acceptable to the District, which include the followinginformation on each security: par value, original cost value, book value, market value, etc.;10. Provide schedules to the District to be used in the preparation of journal entries to recordinterest earned, the accretion of discounts and the amortization of premiums, credit ratings forsecurities purchased, and data necessary for the annual financial report of the District;

Bid Related Documents

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Product Codes: 94648, 94656

Agency Information

Issuing Agency: Lamar Consolidated Independent School District

State: Texas

Agency Type: State and Local

Contact: Michele Leach Lamar CISD Purchasing Dept., 4907 Avenue I, Rosenberg, Texas, 77471

Phone: 832-223-0169




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