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Basic Information

Reference Number

0000159952

Issuing Organization

City of Hutto

Owner Organization

FIN

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP-RB-15-07 Investment Advisor Services

Title

RFP 15-07 Investment Advisor Services

Source ID

PU.AG.USA.1915

Details

Location

United States, Texas

Delivery Point

As noted

Purchase Type

Duration: 2 years
Option: 3 x 12 month renewal option

Piggyback Contract

Description

Summary of Specifications:
The City of Hutto is seeking proposals from investment advisors who are registered with the Securities and Exchange Commission or the Texas State Securities Board to provide non-discretionary portfolio management services for the City’s approximately $15,000,000 investment portfolio. The initial contract period will begin July 1, 2015, and end June 30, 2017. At the City’s option, the contract may be renewed for three (3) one-year periods. This Request for Proposals (RFP) is designed to present interested firms with the description of the City’s current investment policy, the services we require, and a format for responding to our request.

Dates

Publication

03/26/2015 10:33 AM EDT

Question Acceptance Deadline

04/03/2015 01:00 PM EDT

Questions are submitted online

Closing Date

04/17/2015 11:00 AM EDT

Contact Information

Randy Barker

512-759-4049

randy.barker@huttotx.gov

Additional Information

Delivery Date

As noted

Other

Accepting Vendor Questions

Bid Submission Process

Bid Submission Type

Physical Bid Submission