District May Contract with Investment Management Firms

Gatesville ISD policy authorizes contracts with registered investment management firms for handling district investment portfolios, with a maximum term of two years per contract. Any renewal or extension requires board approval.

Document date · November 17, 2024

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Not to exceed 2 years per contract

Renewal

Contract renewal or extension must be by board order, ordinance, or resolution. Automatic renewals are not allowed beyond the two-year limit.

Document type

Resolution

Source document

gatesville_isd_investment_policy_annual_review_res.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Gatesville Independent School District?

Investment Management Firm was awarded this financial services contract by Gatesville Independent School District, as recorded on November 17, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a resolution record.

Where was this contract approved?

This contract appears in gatesville_isd_investment_policy_annual_review_res.pdf (Resolution), dated November 17, 2024 from Gatesville Independent School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Investment Management Firm hold?

Investment Management Firm may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Gatesville Independent School District currently buying?

Explore Gatesville Independent School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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