San Jacinto Community College - Investment Broker Dealer Services - RFQ 27-02 (2026)
- Due
- Nov 4, 2026
- 18 days left
- Posted
- Oct 16, 2026
- Contract term
- 1 year
- Primary contact
- Farrah Khalil
- (281) 998-6326
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THE 30-SECOND BRIEF
San Jacinto Community College District (SJCCD) is seeking sealed qualification statements from qualified firms to provide investment broker dealer services on an as-needed basis. The selected broker-dealer(s) will assist the College in managing its investment portfolio—ranging from $146,000,000 to $225,000,000—while maintaining appropriate levels of safety, liquidity, diversification, and yield in compliance with the Texas Public Funds Investment Act (PFIA) and the College's Investment Policy. Scope tasks include monitoring financial markets and economic conditions, providing current forward-looking information on Treasury and agency securities, certificates of deposit, money market instruments, executing transactions, pricing execution, and portfolio/transaction reporting. Responses must be submitted through the IonWave eBidding system by November 4, 2026, at 2:00 p.m. Central Time. A questions deadline is set for October 27, 2026. Required vendor certifications include FINRA, Texas State Securities Board registration, and SIPC membership.
Section 1: Qualifications and Experience of Firm (15), Section 2: Qualifications and Experience of Personnel (25), Section 3: Scope Understanding, Approach, and Management (30), Section 4: References (10), Section 5: Required Attachments (15), Section 6: Exceptions to Terms and Conditions (5)
SUMMARY
San Jacinto Community College District (SJCCD) is seeking sealed qualification statements from qualified firms to provide investment broker dealer services on an as-needed basis.
The selected broker-dealer(s) will assist the College in managing its investment portfolio—ranging from $146,000,000 to $225,000,000—while maintaining appropriate levels of safety, liquidity, diversification, and yield in compliance with the Texas Public Funds Investment Act (PFIA) and the College's Investment Policy. Scope tasks include monitoring financial markets and economic conditions, providing current forward-looking information on Treasury and agency securities, certificates of deposit, money market instruments, executing transactions, pricing execution, and portfolio/transaction reporting. Responses must be submitted through the IonWave eBidding system by November 4, 2026, at 2:00 p.m. Central Time. A questions deadline is set for October 27, 2026. Required vendor certifications include FINRA, Texas State Securities Board registration, and SIPC membership.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
Firm’s Written Proposal (Sections 1-3), Proof of membership in the Securities Investor Protection Corporation, Proof of registration with the Texas State Securities Board, Proof of Financial Industry Regulatory Authority (FINRA) Report and FINRA’s Central Depository Registration (CRD) number, Annual current year audited financial statements, Statement from firm’s president, owner, or financial officer, Conflict of Interest Form, Proof of Insurance, Exceptions to Terms and Conditions
- Submit to
- https://sanjac.ionwave.net/PublicDetail.aspx?bidID=1093&SourceType=1
- Duration
- 60 months
- Scope location
- Pasadena, TX
Questions about this RFP
How do I respond to this RFQ from San Jacinto Community College?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 4, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://sanjac.ionwave.net/PublicDetail.aspx?bidID=1093&SourceType=1. For questions, contact Farrah Khalil.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including San Jacinto Community College 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 Farrah Khalil at (281) 998-6326. Questions and answers are typically shared with all prospective bidders.
Can I search RFQs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Section 1: Qualifications and Experience of Firm (15), Section 2: Qualifications and Experience of Personnel (25), Section 3: Scope Understanding, Approach, and Management (30), Section 4: References..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Jacinto Community College?
All active and historical solicitations from San Jacinto Community College are tracked and searchable. As a higher ed agency, San Jacinto Community College 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.
Is this solicitation still open for submissions?
Based on the posted deadline of November 4, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Firm’s Written Proposal (Sections 1-3), Proof of membership in the Securities Investor Protection Corporation, Proof of registration with the Texas State Securities Board, Proof of Financial Industry. Review the full document from San Jacinto Community College for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Pasadena, TX. Review the full solicitation for detailed scope requirements.