Hays County, Texas is seeking proposals from eligible and qualified investment advisory firms. The selected firm will serve as the investment advisor to the Hays County Treasurer and Investment Committee, managing the county's investment portfolio estimated at $80,000,**** are due by 11:00 a. m. local time on August 25, 2026. Questions must be submitted in writing by August 12, 2026. The contract term is one year with four one-year renewal options. Award will be based on best value, considering cost, experience, qualifications, and responsiveness.
Proposals must be submitted no later than 11:00 a. m. Central Time on August 25, 2026. deadline for submission of proposals 11:00 am ct
Payment shall be made by check or warrant by county upon satisfactory delivery and acceptance of products and services and submission of an invoice. Payment shall be made by check or warrant by county upon satisfactory delivery and acceptance of products and services and submission of an invoice
The successful respondent expressly warrants that all services specified in the RFP will be performed with care and diligence and in accordance with all specifications. The successful respondent expressly warrants that all services specified in the rfp will be performed with care and diligence and in accordance with all specifications of the rfp.
Proposals will be evaluated and ranked based on best value, determined by cost, experience, qualifications, references, proposed methodology/technical proposal, and overall responsiveness, clarity, and organization. the county reserves the right to award a contract for named project to an organization on the basis of best value.
Firms must be registered with the Securities and Exchange Commission and the Texas State Securities Board, demonstrate experience as an independent investment advisor for public agencies for the past five years, and be knowledgeable of and adhere to all aspects of the county's investment policy and public funds investment act regulations. must be licensed and registered under all appropriate state and federal securities, insurance or bank laws.
Failure to perform any provision will constitute a default of contract, in which case, corrective action shall take place within ten 10 days from the date of written notice citing the nature of breach. Failure to perform any provision will constitute a default of contract, in which case, corrective action shall take place within ten 10 days from the date of written notice citing the nature of breach.
If the contractor does not agree with any document, notice, or correspondence issued by the purchasing agent, a written notice must be submitted within ten 10 calendar days after receipt. contractor must submit a written notice to the purchasing agent within ten 10 calendar days after receipt of the document, notice, or correspondence, outlining the exact point of disagreement in detail.
Failure of a vendor to observe the restriction on contacting county staff other than the purchasing office may result in disqualification. Failure of a vendor or any of its representatives to observe this restriction may result in disqualification of any related offer.
The estimated total value of the county's investment portfolio is $80,000,****. the county s investment portfolio, estimated total $ 80, 000, ****.