Project Information

Bid Title

Investment Advisor Services

Issuing Agency

Collin College

Location

Texas

Published Date

Jan 28, 2026

Closing Date

Feb 11, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Project ID:

Title: Investment Advisor Services

Addenda: 0

Release Date: 1/28/2026

Due Date: 2/11/2026

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Investment Advisor Services

Request For Quotation

Procurement

94656

Project ID: FY2026-Request Quote-047

Release Date: Wednesday, January 28, 2026

· Due Date: Wednesday, February 11, 2026 3:00pm

Posted Wednesday, January 28, 2026 10:22am

All dates & times in Central Time

Draft Response No Bid13 days, 19 hours, 11 minutes

Post Information

Posted At:Wed, Jan 28, 2026 10:22 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No

Overview

Summary

Collin County Community College District (“District”) is seeking quotes from investment advisors who are registered with the Securities and Exchange Commission and the Texas State Securities Board to provide non-discretionary portfolio management services for the District’s investment portfolio. Our current portfolio is approximately $520,000,000. The initial term of service shall be for two years, March 1, 2026 through February 29, 2028, with three annual options to renew.

This Request for Quote (RFQ) is designed to present interested firms with the description of the District’s current investment program, the services we require, and a format for responding to our request.

Background

The investment of District funds is governed by Texas Government Code, Chapter 2256 – “Public Funds Investment Act” and the District’s Investment Policy. The District’s primary investment objectives in order of importance are the preservation of principal, maintenance of sufficient liquidity, and a reasonable and competitive return.

We are, therefore, seeking advisors who demonstrate extensive experience, especially with fixed-income securities, to provide certain services related to the investment of District funds, including the execution of securities purchases/sales for the District’s operating and bond funds, investment advice, investment reporting, and review of the District’s Investment Policy and Procedures. The District has separately contracted for securities clearing and safekeeping with US Bank (“Custodian”). All District securities will be held at the Custodian in the name of the Collin County Community College District.

Day to day management responsibility for the investment program is delegated by the CFO, as investment officer, to the Accounting staff. The advisor will receive instructions regarding securities purchases/sales from Accounting authorized staff.

The majority of District funds are pooled for investment purposes and managed according to the District’s approved Investment Policy (Exhibit A). The Board of Trustees reviews investment performance and strategy monthly.

Timeline

Release Date:

January 28, 2026

Question Submission Deadline:

February 4, 2026, 12:00pm

Submission Deadline:

February 11, 2026, 3:00pm

Commodity Codes

• NAICS 523920Portfolio Management
• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services

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