Texas · Texas

RFQ: Public Investment Advisory Services

Brushy Creek Municipal Utility District (MUD) - D0043Issuing agency·Texas·via the Texas Comptroller Electronic State Business Daily

3days left

Due Aug 14, 2026·Posted Jul 31, 2026

AI takeaways

Brushy Creek Municipal Utility District (BCMUD) is seeking a qualified firm to provide Investment Advisory Services in full compliance with the Texas Public Funds Investment Act (PFIA), with work performed in Texas.
Responses are due August 14, 2026, and the RFQ was issued on July 31, 2026.
The selected firm will provide investment strategy, PFIA compliance support, quarterly reporting, training, economic analysis, cash flow analysis, and audit assistance.
Firms must be registered as a Registered Investment Adviser (RIA) with the SEC or Texas State Securities Board and have at least 10 years of experience serving Texas public entities.
The contract is expected to start on January 1, 2027.
Requirement: Registration as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC) or Texas State Securities Board.
Requirement: Minimum 10 years' experience serving Texas public entities, with demonstrated experience serving municipal utility districts or similar special-purpose districts.

Licence: Registration as a Registered Investment…
Method: Request for Qualifications…
Documents: 1 file

These takeaways are AI-generated and may be incomplete or wrong. Always verify every detail against the official documents before you bid.

Contact the buyer

Lori Brown

l.brown@bcmud.orgEmail (512) 643-7406Phone

Location:

Texas

Open in Maps ↗

Solicitation

204-07312026

Method

Request for Qualifications (RFQ)

Posted

Jul 31, 2026

Source

Texas SmartBuy (ESBD)

More professional & consulting services bids in Texas, weekly.

We post new professional & consulting services opportunities in Texas as agencies publish them. Get them in one email — free, and unsubscribe whenever.

What this bid is asking for

AI-generated

Submit a Statement of Qualifications and proposed contract to provide Investment Advisory Services.
Demonstrate registration as a Registered Investment Adviser (RIA) and at least 10 years of experience serving Texas public entities.
Provide a detailed scope of services including investment strategy, PFIA compliance, reporting, training, and economic analysis.
Submit responses electronically in PDF format via email to Monica Henderson at m.henderson@bcmud.org by August 14, 2026.

Requirements

From the documents

Licence: Registration as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC) or Texas State Securities Board

Posted Scope of Work

BCMUD invites qualified firms to submit a Statement of Qualifications and proposed contract to provide

Investment Advisory Services in full compliance with the Texas Public Funds Investment Act (PFIA), Texas

Government Code Chapter 2256. The District seeks a firm that will act in a fiduciary capacity and provide

independent, objective advice to support prudent management of public funds, with emphasis on

safety, liquidity, and yield, in that order of priority.

Scope, read from the documentsAI-generated

The selected firm will provide ongoing support and analysis for evaluating investment opportunities, including developing and recommending investment strategies consistent with PFIA requirements, monitoring portfolio performance, advising on investment of bond proceeds, ensuring PFIA compliance, providing quarterly investment reports, providing PFIA-approved training, providing economic and market analysis, assisting with cash flow and liquidity analysis, supporting annual financial audits, and describing cybersecurity and business continuity measures.

Questions & answers

AI-generated

What is the due date for responses?

Responses are due by August 14, 2026.

Who is the contact person for this solicitation?

The contact is Monica Henderson, Accounting Manager, at M.Henderson@bcmud.org.

What are the minimum qualifications for firms?

Firms must be registered as a Registered Investment Adviser (RIA) with the SEC or Texas State Securities Board, have at least 10 years of experience serving Texas public entities, and demonstrate expertise in Texas PFIA compliance.

When is the contract expected to start?

The contract is expected to start on January 1, 2027.

Documents

Download zip

ESBD_544703_1785505708926_RFQ - Investment Services _ FINAL.pdfNL

Preview Download

Full source recordEvery field Texas SmartBuy (ESBD) published, untouched

Title

RFQ: Public Investment Advisory Services

Detail

User

465982

Title

RFQ: Public Investment Advisory Services

Value

20,000.00

Zones

1, 2, 3, 4, 5

Opt Out

Yes

Status

Created

7/31/2026 8:40 am

Approved

Yes

Nigp Codes

94656-Investment Management Services;

Zones List

Zone: 1
Selected: Yes
Internalid: 1

Zone: 2
Selected: Yes
Internalid: 2

Zone: 3
Selected: Yes
Internalid: 3

Zone: 4
Selected: Yes
Internalid: 4

Zone: 5
Selected: Yes
Internalid: 5

Agency Name

Brushy Creek Municipal Utility District (MUD) - D0043

Internalid

544703

Opt Out Flag

Yes

Plan Repost

Status Name

Posted

Attachments

Id: 544703
File Id: 33536086
File URL: /core/media/media.nl?id=33536086&c=852252&h=aCMrBsckwvNl1Iuihg9hetnCVq3kbfnOOe-rG7RjTviuuwNV&_xt=.pdf
File Name: ESBD_544703_1785505708926_RFQ - Investment Services _ FINAL.pdf
File Description: Request for Qualifications: Public Investment Advisory Services

Contact Name

Lori Brown

Description

BCMUD invites qualified firms to submit a Statement of Qualifications and proposed contract to provideInvestment Advisory Services in full compliance with the Texas Public Funds Investment Act (PFIA), TexasGovernment Code Chapter 2256. The District seeks a firm that will act in a fiduciary capacity and provideindependent, objective advice to support prudent management of public funds, with emphasis onsafety, liquidity, and yield, in that order of priority.

Posting Date

7/31/2026

Response Due

8/14/2026

User Follows

Agency Number

D0043

Contact Email

l.brown@bcmud.org

Last Modified

7/31/2026 8:49 am

Response Time

5:00 PM

Contact Number

(512) 643-7406

Created From POD

Solicitation Id

204-07312026

State Agency Cert

Bid Response Email

m.henderson@bcmud.org

Highway Districts

1, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 2, 20, 21, 22, 23, 24, 25, 3, 4, 5, 6, 7, 8, 9

Posting Requirement

Highway District List

District: 1
Selected: Yes
Internalid: 1
District Name: Paris

District: 2
Selected: Yes
Internalid: 2
District Name: Fort Worth

District: 3
Selected: Yes
Internalid: 3
District Name: Wichita Falls

District: 4
Selected: Yes
Internalid: 4
District Name: Amarillo

District: 5
Selected: Yes
Internalid: 5
District Name: Lubbock

District: 6
Selected: Yes
Internalid: 6
District Name: Odessa

District: 7
Selected: Yes
Internalid: 7
District Name: San Angelo

District: 8
Selected: Yes
Internalid: 8
District Name: Abilene

District: 9
Selected: Yes
Internalid: 9
District Name: Waco

District: 10
Selected: Yes
Internalid: 10
District Name: Tyler

District: 11
Selected: Yes
Internalid: 11
District Name: Lufkin

District: 12
Selected: Yes
Internalid: 12
District Name: Houston

District: 13
Selected: Yes
Internalid: 13
District Name: Yoakum

District: 14
Selected: Yes
Internalid: 14
District Name: Austin

District: 15
Selected: Yes
Internalid: 15
District Name: San Antonio

District: 16
Selected: Yes
Internalid: 16
District Name: Corpus Christi

District: 17
Selected: Yes
Internalid: 17
District Name: Bryan

District: 18
Selected: Yes
Internalid: 18
District Name: Dallas

District: 19
Selected: Yes
Internalid: 19
District Name: Atlanta

District: 20
Selected: Yes
Internalid: 20
District Name: Beaumont

District: 21
Selected: Yes
Internalid: 21
District Name: Pharr

District: 22
Selected: Yes
Internalid: 22
District Name: Laredo

District: 23
Selected: Yes
Internalid: 23
District Name: Brownwood

District: 24
Selected: Yes
Internalid: 24
District Name: El Paso

District: 25
Selected: Yes
Internalid: 25
District Name: Childress

State Agency Cert Text

Exempt (Attorney or Texas SmartBuy Member)

Posting Requirement Text

14+ Days for Entire Solicitation Package

Listing

Title: RFQ: Public Investment Advisory Services
Status: 6
Created: 7/31/2026 8:40 am
Nigp Codes: 94656-Investment Management Services;
Agency Name: Brushy Creek Municipal Utility District (MUD) - D0043
Internalid: 544703
Status Name: Addendum Posted
Posting Date: 7/31/2026
Response Due: 8/14/2026
Agency Number: D0043
Last Modified: 8/7/2026 5:01 pm
Response Time: 5:00 PM
Solicitation Id: 204-07312026

Enriched

Yes

Nigp Codes

94656-Investment Management Services;

Agency Name

Brushy Creek Municipal Utility District (MUD) - D0043

Status Name

Addendum Posted

Posting Date

7/31/2026

Response Due

8/14/2026

Response Time

5:00 PM

Solicitation Id

204-07312026

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Source: Texas SmartBuy (ESBD) (solicitation 204-07312026), retrieved via the Texas Comptroller Electronic State Business Daily. View the official posting , always confirm requirements and deadlines with the issuing agency.

Texas · Texas

RFQ: Public Investment Advisory Services

Brushy Creek Municipal Utility District (MUD) - D0043Issuing agency·Texas·via the Texas Comptroller Electronic State Business Daily

3days left

Due Aug 14, 2026·Posted Jul 31, 2026

AI takeaways

Brushy Creek Municipal Utility District (BCMUD) is seeking a qualified firm to provide Investment Advisory Services in full compliance with the Texas Public Funds Investment Act (PFIA), with work performed in Texas.
Responses are due August 14, 2026, and the RFQ was issued on July 31, 2026.
The selected firm will provide investment strategy, PFIA compliance support, quarterly reporting, training, economic analysis, cash flow analysis, and audit assistance.
Firms must be registered as a Registered Investment Adviser (RIA) with the SEC or Texas State Securities Board and have at least 10 years of experience serving Texas public entities.
The contract is expected to start on January 1, 2027.
Requirement: Registration as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC) or Texas State Securities Board.
Requirement: Minimum 10 years' experience serving Texas public entities, with demonstrated experience serving municipal utility districts or similar special-purpose districts.

Licence: Registration as a Registered Investment…
Method: Request for Qualifications…
Documents: 1 file

These takeaways are AI-generated and may be incomplete or wrong. Always verify every detail against the official documents before you bid.

Contact the buyer

Lori Brown

l.brown@bcmud.orgEmail (512) 643-7406Phone

Location:

Texas

Open in Maps ↗

Solicitation

204-07312026

Method

Request for Qualifications (RFQ)

Posted

Jul 31, 2026

Source

Texas SmartBuy (ESBD)

More professional & consulting services bids in Texas, weekly.

We post new professional & consulting services opportunities in Texas as agencies publish them. Get them in one email — free, and unsubscribe whenever.

What this bid is asking for

AI-generated

Submit a Statement of Qualifications and proposed contract to provide Investment Advisory Services.
Demonstrate registration as a Registered Investment Adviser (RIA) and at least 10 years of experience serving Texas public entities.
Provide a detailed scope of services including investment strategy, PFIA compliance, reporting, training, and economic analysis.
Submit responses electronically in PDF format via email to Monica Henderson at m.henderson@bcmud.org by August 14, 2026.

Requirements

From the documents

Licence: Registration as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC) or Texas State Securities Board

Posted Scope of Work

BCMUD invites qualified firms to submit a Statement of Qualifications and proposed contract to provide

Investment Advisory Services in full compliance with the Texas Public Funds Investment Act (PFIA), Texas

Government Code Chapter 2256. The District seeks a firm that will act in a fiduciary capacity and provide

independent, objective advice to support prudent management of public funds, with emphasis on

safety, liquidity, and yield, in that order of priority.

Scope, read from the documentsAI-generated

Questions & answers

AI-generated

What is the due date for responses?

Responses are due by August 14, 2026.

Who is the contact person for this solicitation?

The contact is Monica Henderson, Accounting Manager, at M.Henderson@bcmud.org.

What are the minimum qualifications for firms?

When is the contract expected to start?

The contract is expected to start on January 1, 2027.

Documents

Download zip

ESBD_544703_1785505708926_RFQ - Investment Services _ FINAL.pdfNL

Preview Download

Full source recordEvery field Texas SmartBuy (ESBD) published, untouched

Title

RFQ: Public Investment Advisory Services

Detail

User

465982

Title

RFQ: Public Investment Advisory Services

Value

20,000.00

Zones

1, 2, 3, 4, 5

Opt Out

Yes

Status

Created

7/31/2026 8:40 am

Approved

Yes

Nigp Codes

94656-Investment Management Services;

Zones List

Zone: 1
Selected: Yes
Internalid: 1

Zone: 2
Selected: Yes
Internalid: 2

Zone: 3
Selected: Yes
Internalid: 3

Zone: 4
Selected: Yes
Internalid: 4

Zone: 5
Selected: Yes
Internalid: 5

Agency Name

Brushy Creek Municipal Utility District (MUD) - D0043

Internalid

544703

Opt Out Flag

Yes

Plan Repost

Status Name

Posted

Attachments

Id: 544703
File Id: 33536086
File URL: /core/media/media.nl?id=33536086&c=852252&h=aCMrBsckwvNl1Iuihg9hetnCVq3kbfnOOe-rG7RjTviuuwNV&_xt=.pdf
File Name: ESBD_544703_1785505708926_RFQ - Investment Services _ FINAL.pdf
File Description: Request for Qualifications: Public Investment Advisory Services

Contact Name

Lori Brown

Description

Posting Date

7/31/2026

Response Due

8/14/2026

User Follows

Agency Number

D0043

Contact Email

l.brown@bcmud.org

Last Modified

7/31/2026 8:49 am

Response Time

5:00 PM

Contact Number

(512) 643-7406

Created From POD

Solicitation Id

204-07312026

State Agency Cert

Bid Response Email

m.henderson@bcmud.org

Highway Districts

1, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 2, 20, 21, 22, 23, 24, 25, 3, 4, 5, 6, 7, 8, 9

Posting Requirement

Highway District List

District: 1
Selected: Yes
Internalid: 1
District Name: Paris

District: 2
Selected: Yes
Internalid: 2
District Name: Fort Worth

District: 3
Selected: Yes
Internalid: 3
District Name: Wichita Falls

District: 4
Selected: Yes
Internalid: 4
District Name: Amarillo

District: 5
Selected: Yes
Internalid: 5
District Name: Lubbock

District: 6
Selected: Yes
Internalid: 6
District Name: Odessa

District: 7
Selected: Yes
Internalid: 7
District Name: San Angelo

District: 8
Selected: Yes
Internalid: 8
District Name: Abilene

District: 9
Selected: Yes
Internalid: 9
District Name: Waco

District: 10
Selected: Yes
Internalid: 10
District Name: Tyler

District: 11
Selected: Yes
Internalid: 11
District Name: Lufkin

District: 12
Selected: Yes
Internalid: 12
District Name: Houston

District: 13
Selected: Yes
Internalid: 13
District Name: Yoakum

District: 14
Selected: Yes
Internalid: 14
District Name: Austin

District: 15
Selected: Yes
Internalid: 15
District Name: San Antonio

District: 16
Selected: Yes
Internalid: 16
District Name: Corpus Christi

District: 17
Selected: Yes
Internalid: 17
District Name: Bryan

District: 18
Selected: Yes
Internalid: 18
District Name: Dallas

District: 19
Selected: Yes
Internalid: 19
District Name: Atlanta

District: 20
Selected: Yes
Internalid: 20
District Name: Beaumont

District: 21
Selected: Yes
Internalid: 21
District Name: Pharr

District: 22
Selected: Yes
Internalid: 22
District Name: Laredo

District: 23
Selected: Yes
Internalid: 23
District Name: Brownwood

District: 24
Selected: Yes
Internalid: 24
District Name: El Paso

District: 25
Selected: Yes
Internalid: 25
District Name: Childress

State Agency Cert Text

Exempt (Attorney or Texas SmartBuy Member)

Posting Requirement Text

14+ Days for Entire Solicitation Package

Listing

Title: RFQ: Public Investment Advisory Services
Status: 6
Created: 7/31/2026 8:40 am
Nigp Codes: 94656-Investment Management Services;
Agency Name: Brushy Creek Municipal Utility District (MUD) - D0043
Internalid: 544703
Status Name: Addendum Posted
Posting Date: 7/31/2026
Response Due: 8/14/2026
Agency Number: D0043
Last Modified: 8/7/2026 5:01 pm
Response Time: 5:00 PM
Solicitation Id: 204-07312026

Enriched

Yes

Nigp Codes

94656-Investment Management Services;

Agency Name

Brushy Creek Municipal Utility District (MUD) - D0043

Status Name

Addendum Posted

Posting Date

7/31/2026

Response Due

8/14/2026

Response Time

5:00 PM

Solicitation Id

204-07312026

Not the right RFP for you?

Open opportunities in the same trade and area, with time left to bid

See all Professional & Consulting Services bids →

Let our AI help you find the right opportunitySearch with AI →