Grayson College Ionwave #26-005 Addendum 1

Grayson College Solicits Investment Advisory Services for Institutional Assets

Grayson College is seeking qualified investment advisory firms to provide comprehensive management and advisory services for all institutional investment assets. - Government Buyer: - Grayson College (Purchasing Department, Denison, Texas) - Contact: Kevin Haney, Purchasing Specialist - Scope of Services: - Comprehensive investment advisory services for all College investment assets - Portfolio management and strategic investment recommendations - Cash flow projections and risk management strategies - Performance monitoring and reporting (monthly and quarterly) - Arbitrage compliance for bond funding - Training and advisory support for College staff - Bank risk analysis - Requirements: - Adherence to the Texas Public Funds Investment Act and College Investment Policy - Experience with public entities, especially Texas educational institutions and bond proceeds - Professional liability insurance ($2M) and general liability insurance ($1M) - Detailed reporting and training capabilities - Compliance with all applicable state and federal regulations - Contract Structure: - Initial term of three years, with options for three additional two-year renewals - No incumbent advisor; solicitation is open to all qualified firms - No specific OEMs or vendors are named; the opportunity is open to all qualified investment advisory firms.

Description

Grayson College is seeking competitive sealed proposals from qualified and experienced investment advisory firms to provide comprehensive investment advisory services for all College investment assets. The selected firm will deliver strategic investment advice and management services designed to maximize the College's ability to invest funds, optimize interest income, and support the College's financial goals through informed recommendations on investment instruments and risk management strategies. The advisor will manage and advise on investments in accordance with the College's Investment Policy and all applicable state laws, including compliance with the Texas Public Funds Investment Act. The contract term is three years with options for renewal, and the College anticipates establishing a pool of qualified firms for assignments based on fund type, asset class strategies, or liquidity requirements.

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