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RFQ: Public Investment Advisory Services

Active
204-07312026State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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Brushy Creek Municipal Utility District is soliciting qualified firms to provide Investment Advisory Services under the Texas Public Funds Investment Act and Government Code Chapter 2256, requiring strict adherence to fiduciary standards and independent, objective guidance. The selected firm must prioritize the safety, liquidity, and yield of public funds in that exact order, ensuring prudent management aligned with legal and financial best practices. Proposals must include a Statement of Qualifications and a proposed contract, with all submissions due by August 14, 2026, at 11:00 PM CT. The solicitation, numbered 204-07312026, was posted on July 31, 2026, and is open to firms capable of demonstrating experience in managing municipal public funds with a proven record of compliance and performance. All services are to be performed for the District located in Round Rock, Texas, with inquiries directed to Lori Brown as the primary point of contact and Monica Henderson as the accounting liaison.

General Info

Brushy Creek MUD seeks qualified firm for fiduciary investment advisory services prioritizing safety, liquidity, yield by August 14, 2026.

Agency

Texas → BRUSHY CREEK MUNICIPAL UTILITY DISTRICT

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

TX, US

Set-Aside

NONE

Documents

(1)

ESBD_544703_1785505708926_RFQ - Investment Services _ FINAL.pdf

PDF

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Timeline

PhaseSolicitation
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Organization & Contact Information

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AgencyTexas → BRUSHY CREEK MUNICIPAL UTILITY DISTRICT
Contacts4 people available
OfficeROUND ROCK, TX, 78681, US
Organization / Agency
Texas → BRUSHY CREEK MUNICIPAL UTILITY DISTRICT
Office AddressROUND ROCK, TX, 78681, US
Contacts
Lori Brown
contact@example.gov
+1 (555) 000-0000
Lori BrownProcurement Specialist
contact@example.gov
+1 (555) 000-0000
Monica HendersonAccounting Manager
contact@example.gov
+1 (555) 000-0000
contact@example.gov
+1 (555) 000-0000

Full Description

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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.

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