Description
San Jacinto Community College District (SJCCD) is seeking qualified investment broker‑dealer firms to provide comprehensive investment services on an as‑needed basis. The scope includes market monitoring, investment recommendations, compliance with the Texas Public Funds Investment Act, trade execution, transaction settlement, reporting, and ongoing client support. Firms must hold FINRA, SIPC, and Texas State Securities Board registrations, and be able to service a portfolio ranging from $146 million to $225 million across multiple college campuses. The contract is initially one year with up to four optional one‑year renewals. Submissions are due 2:00 PM CST on November 4 2026; questions must be submitted by October 27 2026. Evaluation will consider firm experience, personnel qualifications, approach, references, and required certifications. • Provide market analysis, investment recommendations, and risk assessments. • Execute trades, disclose all fees/commissions, and handle settlement issues. • Deliver timely transaction and portfolio reports. • Maintain compliance with PFIA and SJCCD investment policy. • Offer a primary relationship manager and responsive customer service. • Submit required certifications, financial statements, and a detailed qualifications statement (max 20 pages).