16 RFP #24-016 Investment Advisory Services

Project: 16 RFP #24-016 Investment Advisory Services Ref. #: RFP #24-016 Investment Advisory Services Type: RFP Status: Open Open Date: Mar 31st 2024, 12:00 AM MDT Questions Due Date: Apr 18th 2024, 5:00 PM MDT Close Date: Apr 29th 2024, 2:00 PM MDT Days Left: 2 Project Description:The District is seeking proposals from qualified investment advisory firms as defined and regulated by the Securities and Exchange Commission (SEC) and are registered with the Texas State Securities Board to provide non-discretionary portfolio management services. Important Events:OngoingOpen DateOnline PortalPosting date for the OpportunityMar 31st 2024, 12:00 AM MDTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsApr 29th 2024, 2:00 PM MDTN/APassedAd 2: Publication of SolicitationEl Paso, Inc.Apr 7th 2024, 12:00 AM MDT - Apr 7th 2024, 12:00 AM MDTNoPassedQuestions Due DateOnline PortalDeadline to submit QuestionsApr 18th 2024, 5:00 PM MDTN/A Supporting Documentation:01 RFP #24-016 Solicitation Packet.pdfDocumentationRFP #24-016 Solicitation PacketMar 28th 2024, 11:23 AM MDT - 02 RFP #24-016 Proposal Form.pdfDocumentationRFP #24-016 Proposal FormMar 28th 2024, 11:11 AM MDT - 03 Attachment A - References.pdfDocumentationAttachment A - ReferencesMar 27th 2024, 8:04 AM MDT - 04 Attachment B - Organization Details.pdfDocumentationAttachment B - Organization DetailsMar 27th 2024, 8:03 AM MDT - 05 Texas Family Code Form.pdfDocumentationTexas Family Code FormMar 27th 2024, 8:04 AM MDT - 06 Required Contract Clauses NON-Federal Funds.pdfDocumentationRequired Contract ClausesMar 27th 2024, 8:04 AM MDT - 07 Conflict of Interest Questionnaire.pdfDocumentationConflict of Interest QuestionnaireMar 27th 2024, 8:04 AM MDT - 08 Confidentiality Agreement.pdfDocumentationConfidentiality AgreementMar 27th 2024, 8:03 AM MDT - Commodity Codes: NIGP 946 Financial Services NIGP 94648 Financial Advisor NIGP 94649 Financial Services (Not Otherwise Classified) NIGP 94656 Investment Management