Boerne Independent School District #26-003

Boerne ISD Seeks Public Funds Investment Broker-Dealer Services

Boerne Independent School District (BISD) in Texas is seeking qualified firms to provide Public Funds Investment Broker-Dealer Services for the district's investment activities. - Government Buyer: - Boerne Independent School District (BISD), Purchasing Department - Scope of Services: - Broker-dealer services for the purchase of investment securities for BISD's public funds - Services must include a comprehensive line of broker-dealer offerings commonly used by Texas K-12 school districts and public entities - Vendors & OEMs: - No specific OEMs or vendors are named; open to all qualified broker-dealer firms - Notable Requirements: - Firms must demonstrate experience with Texas K-12 school districts or similar public entities - Emphasis on organizational qualifications, relevant experience, and references from similar-sized districts - Compliance with Texas Government Code 2254 and Texas Education Law 44.031 - No guaranteed purchase volumes; selection based on qualifications - Contract Details: - Initial contract term of one year, with up to four additional one-year renewal options (potential total of five years) - Most qualified vendors will be recommended to the Board of Trustees for contract award

Description

This is a Request for Qualifications (RFQ) issued by the Boerne Independent School District for Public Funds Investment Broker-Dealer Services. The solicitation aims to establish a pool of firms to provide broker-dealer services for the purchase of investment securities. The contract term is one year with an option to renew for four additional one-year increments, potentially totaling five years. Proposals are due by September 30, 2026, at 10:00 AM CST, and the award status is currently open.

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