Investment Broker Dealer Services

Project Information

Bid Title
Investment Broker Dealer Services
Issuing Agency
City of Sugar Land
Location
Texas
Published Date
Mar 11, 2026
Closing Date
Mar 26, 2026
Government Level
State & Local
Status
Closed
Ref. #
2026-RFQ-014
Original Source
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Project Description


Project ID: 2026-RFQ-014

Title: Investment Broker Dealer Services

Addenda: 0

Release Date: 3/11/2026

Due Date: 3/26/2026

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Investment Broker Dealer Services
Request For Qualification
Finance - Finance Administration
94600 , 94648 , 94649 , 94656 , 94925 , 95839
Project ID: 2026-RFQ-014
Release Date: Wednesday, March 11, 2026
· Due Date: Thursday, March 26, 2026 2:00pm
Posted Wednesday, March 11, 2026 7:24am
All dates & times in Central Time
Draft Response No Bid14 days, 17 hours, 41 minutes


Post Information

Posted At:Wed, Mar 11, 2026 7:24 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Overview


Summary

The City of Sugar Land is requesting Submittals from Respondents who can adequately demonstrate they have the resources, experience and qualifications to provide the City with knowledge of and experience with being an Investment Broker Dealer for government agencies . The purpose of this solicitation is to select up to six (6) Investment Broker Dealers. Only Respondents submitting for this RFQ and meeting qualifications based on the scoring results from the selection committee will be considered.



Background

The City of Sugar Land is home to 111,026 (Source: US Census Bureau, 2020) residents who celebrate our rich history while helping push us forward to be a City of the future. Sugar Land has always been a trailblazing city, fearlessly forging new paths and surpassing expectations while delivering top-tier services to our residents, employees, and businesses. According to our last Citizen Satisfaction Survey, 95% of residents love calling Sugar Land home and 10% say that nothing would make their lives better than it already is. Sugar Land’s fast-growing population is one of the most highly educated and globally diverse in the region, attracting top talent from the University of Houston’s Sugar Land campus and the greater Houston area. In fact, nearly 60% of residents aged 25 and over have at least a bachelor’s degree and more than 500,000 college graduates lived within 30 minutes of Sugar Land. Sugar Land also boasts one of the most affluent and diverse populations in the State of Texas, with a median household income of $123,261 in 2020 and with an Asian population – including, among others, Chinese, Indian and Pakistani residents– representing over 38% of its residents. Located just 20 minutes from downtown Houston, many of Sugar Land’s attractions are within a short distance from each other, including a world-class baseball park, several museums, and the Smart Financial Centre at Sugar Land, one of the nation’s top ranked entertainment venues. In addition to our world-class destination venues, our residents can enjoy 27 city parks and over 20 miles of hike and bike trails. Sugar Land is consistently voted one of the ‘best suburbs of Houston”, and we think it’s easy to see why.



Timeline

RFQ Advertised in local paper:
March 11, 2026
RFQ Posted to OpenGov Procurement:
March 11, 2026
Questions Deadline:
March 19, 2026, 3:00pm
Questions Answered and Addenda posted:
March 20, 2026, 3:00pm
Submissions Due:
March 26, 2026, 2:00pm
Commodity Codes
  • NAICS 523920Portfolio Management
  • NAICS 531210Offices of Real Estate Agents and Brokers
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