Government Contract | Texas
Investment Advisory Services

Bid Information

Bid Alert No: 00000537859

Bid Title: Investment Advisory Services

Agency Bid No. Title: RFQ 1516-09

Received Date: 04/08/2016

Close Date: 04/21/2016

Purchase Type: Term:

Delivery Point: Burleson, Texas

Delivery Date: Not Stated

Special Notices: Questions Due By 04/15/2016 12:00 PM


Specifications include, but are not limited to:. Introduction and Overview The Burleson Independent School District is seeking qualified candidates to provide professional assistance as an Investment Advisor. It is the intent of the District to compile an approved Advisory list to be approved by the Board of Trustees. Qualified applicants, once approved, will be contacted when the District seeks to invest funds in authorized investment vehicles other than investment pools to provide quotes and services necessary to procure such investments. The District anticipates to invest approximately 10 million dollars . Please see attachment A for Burleson ISD investment policy. Scope of Services The District intends to select a firm that has demonstrated experience in providing these services to Texas municipalities/school districts and that is currently contractually obligated for providing this service to a Texas municipality/school district governed by the Public Funds Investment Act. The district requires that the firm staff be qualified to provide all of the minimum requirements of the RFQ using firm staff and not be required to contract the services to a third party vendor. Firms that do not have the required experience will be deemed nonresponsive to the terms and requirements of the Districts RFQ for Investment Advisory Services. Investment Advisory Services shall include, but not limited to, the usual and necessary services, advice, and assistance in the following areas: Proposal Forma

Bid Related Documents

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Product Codes: 94648, 94656

Agency Information

Issuing Agency: Burleson Independent School District

State: Texas

Agency Type: State and Local

Contact: Cindy Curd 1160 SW Wilshire, Burleson, Texas, 76028

Fax: 817-447-5872




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