Description
The Town of Hilton Head Island is issuing a solicitation to create a qualified pool of financial institutions, broker‑dealers, and other investment providers that can offer investment transaction services for municipal funds. Qualified firms must submit a Statement of Qualifications demonstrating their experience, capabilities, and compliance with applicable regulations. The pool will be used by the town to obtain competitive offers for future investment activities.
• Eligible participants: banks, broker‑dealers, and other authorized investment service providers.
• Deliverable: a comprehensive Statement of Qualifications (SOQ) covering experience, personnel, compliance, and fee structures.
• Evaluation: the town will assess SOQs to establish a pre‑approved list of providers for future investment transactions.
• Submission deadline: December 2, 2026, 5:00 pm (sealed responses).
Attached files
The solicitation documents live at the source — open the bid source above to download them.
Contact
Jessica Cummings