Wharton County Junior College (WCJC) is seeking competitive sealed proposals from qualified investment advisory firms to provide comprehensive investment advisory services for all college investment assets, including the endowment fund and capital project financing. The selected firm will provide nondiscretionary portfolio management for public funds, investment advisory services for the endowment fund, and capital project and debt financing advisory services. Proposals must be submitted by Wednesday, May 13th, 2026, at 3:00 p. m. to Clarissa Bueno, Director of Purchasing, at 911 E. Boling Hwy, Suite A107A, Wharton, Texas **** will be evaluated based on a best value criteria, with fees weighted at 25%. The contract will have an initial term of one year with renewal options. Selected advisors must maintain professional liability errors and omissions insurance and general liability insurance.
The proposal submittal deadline is Wednesday, May 13th, 2026, at 3:00 p. m. The bid notice states, proposal submittal deadline: wednesday, may 13th 2026.
The bid notice states that proposals will be evaluated using the best value criteria, with fees weighted at 25%, relevant experience at 20%, reporting and communication at 20%, investment philosophy and process at 15%, capital financing expertise at 15%, and references/past performance at 5%. The text says, in accordance with texas education code ****, proposals will be evaluated using the following best value criteria: evaluation factor weight fees 25 relevant experience 20 reporting communication 20 investment philosophy process 15 capital financing expertise 15 references past performance 5.
The bid notice requires firms to be a registered investment adviser with the SEC and registered with the Texas State Securities Board, and to be independent of any broker-dealer or fully disclose all compensation arrangements. The text states, be a registered investment adviser with the sec and registered with the texas state securities board. be independent of any brokerdealer or fully disclose all compensation arrangements.
The bid notice does not require sample submissions. The tag is set to FALSE.
The written questions deadline is Wednesday, April 29th, 2026. The notice states, written questions deadline: wednesday, april 29th 2026.