Investment Broker Dealer Services

AI Summary: This solicitation requests qualifications from firms to provide investment broker dealer services for San Jacinto Community College District in Texas. The work includes monitoring market trends, providing timely information on investments, and assisting with portfolio management. Eligible small businesses must comply with federal, state, and local regulations, including the Texas Public Funds Investment Act. Qualifications are evaluated based on factors such as firm qualifications, personnel experience, understanding of scope, references, and required attachments like financial statements and regulatory registrations. The solicitation is open to all eligible firms but has a set-aside for small businesses.

Opportunity Details

Solicitation Number: RFQ27-02

Date Added: October 17, 2026

Description:

SanJacinto College is soliciting sealed qualifications from qualified firms toprovide investment broker-dealer services. Solicitationdocuments and updates are available through the College’s online bid portal at https://sanjac.ionwave.net.Submit proposals through the portal until 2:00 PM November 4, 2026. Directinquires to Farrah Khalil at farrah.khalil@sjcd.edu or 281-998-6326.

Set-Aside: N/A (N/A)

Place of Performance: N/A, Texas, US

NAICS Codes:
94656949369463891821

Files:

https://www.txsmartbuy.gov/core/media/media.nl?id=33940463&c=852252&h=JqPwH_diV6a1yN90VmWCqhRIDWAmHti_a9S4RjcVRdYOt3Ui&_xt=.pdf

Investment Broker Dealer Services

Opportunity Details

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