Hurst-Euless-Bedford ISD RFQ 24-05 Investment Advisory Services 2024
Hurst-Euless-Bedford Independent School District, Bedford, TX·School
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- Primary Contact
- Gary Kerbow · (817) 399-2036
- Contract Term
- 1 year
- Scope Location
- Bedford, TX
- Submission Address
- 1849 Central Dr, Bedford, TX 76022 USA | [email protected]
SUMMARY
The Hurst-Euless-Bedford Independent School District (HEB ISD) is soliciting Request for Qualifications (RFQ #24-05) for Investment Advisory Services. The selected firm will assist the District with financing needs, ensuring compliance with the Public Investment Act, and providing professional advisory support. The contract is scheduled to commence on March 26, 2024, for an initial term with options to renew for up to four additional years. Evaluation criteria include experience with K-12 school districts (30%), expertise in the Public Investment Act (25%), qualifications of key personnel (25%), and proposed fee structure (20%). Qualification Statements must be submitted electronically via the IonWave e-Bidding system by 2:00 PM on March 6, 2024.
EVALUATION CRITERIA
Experience in providing investment advisory services to public entities (30%), Expertise in compliance with the Public Investment Act (25%), Qualifications and experience of key personnel (25%), Proposed fees and fee structure (20%)
REQUIRED DELIVERABLES
Qualification Statement
REQUIRED ATTACHMENTS
Qualification Statement
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFQ from Hurst-Euless-Bedford Independent School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 6, 2024. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 1849 Central Dr, Bedford, TX 76022 USA | [email protected]. For questions, contact Gary Kerbow.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience in providing investment advisory services to public entities (30%), Expertise in compliance with the Public Investment Act (25%), Qualifications and experience of key personnel (25%), Propo..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Hurst-Euless-Bedford Independent School District?
All active and historical solicitations from Hurst-Euless-Bedford Independent School District are tracked and searchable. As a school agency, Hurst-Euless-Bedford Independent School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Qualification Statement. Review the full document from Hurst-Euless-Bedford Independent School District for the complete list.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Hurst-Euless-Bedford Independent School District in TX, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFQ submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Gary Kerbow at (817) 399-2036. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Bedford, TX. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Qualification Statement. Proposals should clearly address how each deliverable will be met.
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