Texas Bids > Bid Detail

Broker/Dealer Services

Agency: Lewisville Independent School District
Level of Government: State & Local
Category:
  • D - Automatic Data Processing and Telecommunication Services
  • R - Professional, Administrative and Management Support Services
Opps ID: NBD18787168734239966
Posted Date: Sep 15, 2023
Due Date: Oct 27, 2023
Solicitation No: RFQ #3208-24
Source: https://lisd.ionwave.net/Publi...
Bid Information
Type Request for Qualification - Public Invite
Status Issued
Number RFQ #3208-24 (Broker/Dealer Services)
Issue Date & Time 9/15/2023 07:00:02 AM (CT)
Close Date & Time 10/27/2023 12:00:00 PM (CT)
Notes
The Lewisville Independent School District (LISD) is not awarding a contract. LISD is asking for qualifications to be eligible for inclusion on approved broker/dealer listings. The Lewisville Independent School District, hereinafter referred to as "the District", in compliance with Government Code 2256 Public Funds Investment is seeking Broker/Dealer services from qualified firms who have expertise in securing investments in accordance with the Public Funds Investment Act, The Public Collateral Act, and other applicable federal and state laws.

The District utilizes the services of Total Compensation Group Investment Advisory Services, LP (TCG) for its investment advisor services. TCG may review RFQ responses and advise administration on the execution of investment selections.

The District's current depository is Wells Fargo.

District financial records are maintained by the District - Tyler Munis Administrative Software System.

The District's financial information may be obtained on the District's website on the District Finance page .
Contact Information
Name Shawna Nevins/Risk Management & Insurance Analyst/
Address 1565-A West Main Street
Lewisville, TX 75067 USA
Phone (972) 350-4749
Fax
Email nevinss@lisd.net

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