Texas Bids > Bid Detail
Investment Advisor Services Addendum 2
| Agency: | United Independent School District |
|---|---|
| Level of Government: | State & Local |
| Category: |
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| Opps ID: | NBD15602045962281105 |
| Posted Date: | Jun 20, 2023 |
| Due Date: | Jun 28, 2023 |
| Solicitation No: | RFP 025-2023 |
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Bid Information
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Contact Information
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Bid Documents
| Document name | Format | ||||
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Bid Invitation |
Acrobat / PDF | ||||
Bid Attachments
| File Name | Description | File Size | ||||
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23-24 Approved Specifications.pdf |
Addendum was created on the specifications to reflect the correct deadline. | 160 KB | ||||
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Resolution-Review of Investment Policies.pdf |
Attachment A - Included on the packet are the CDA (Legal) and CDA (Local) policies along with the District's Investment Strategies. | 4.46 MB | ||||
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FORMS_FOR_PROPOSALS_06.09.2022.pdf |
Please review, sign, and upload with your submission via this e-bid portal. | 1.27 MB | ||||
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Evaluation Tool.pdf |
Evaluation Tool | 394 KB | ||||
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ACH_Application_11-2-2021_approved_vendors.pdf |
Please complete the attached ACH form | 358 KB | ||||
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Quarterly Investment Report-May 2023.pdf |
Quarterly Investment Report-May 2023 | 1.13 MB | ||||
Event Invitations
| Supplier Name | City | State | Contact | ||||
| |||||||
| 3B Solutions, LLC | Laredo | TX | Bernardo Ramirez | ||||
| 7 Mindsets | Roswell | GA | Jeff Waller | ||||
| A&C Fire Equipment Co. Inc | Corpus Christi | TX | |||||
| A.W.G. UNLIMITED | Laredo | TX | Esteban Martinez | ||||
| ActivePure Enterprise, LLC | Dallas | TX | Gianni Mortola | ||||
| Adaptive Technology Systems | New Braunfels | TX | |||||
| Advertising on the Ave | Houston | TX | Dana Lee | ||||
| AdWeb Communications | Fredericksburg | TX | |||||
| Ahead in the Cloud (AIC), LLC | Galion | OH | Matt Dallas | ||||
| Aim Fundraising Services | Houston | TX | Chris Filigrana | ||||
| ALDAY'S COLLISION CENTER | Laredo | TX | Juan Ordonez | ||||
| Alice Training Institute | Medina | OH | |||||
| ALPHA Facilities Solutions | San Antonio | TX | |||||
| Alpha Terra Engineering, Inc. | San Antonio | TX | Earl McIntosh | ||||
| AlphaBEST Education | Lewisville | NC | Dawn Hosni | ||||
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