WCJC-RFP Investment Advisor Services

Wharton County Junior College is seeking qualified investment advisory firms to provide comprehensive fiduciary services for its endowment fund, public investment assets, and capital project financing through Solicitation Number 26_00001, issued on April 11, 2026, with a response deadline of May 13, 2026. Proposals must address advisory services including non-discretionary portfolio management, quarterly performance reporting, annual investment policy reviews, credit rating monitoring, and debt structuring support, all in compliance with Texas Public Funds Investment Act, Texas Government Code, and the College’s own investment policies. The evaluation will be based on a best-value trade-off model, weighing fees at 25%, relevant experience and capital financing expertise each at 20% and 15% respectively, followed by investment philosophy, reporting and communication practices, and references. Vendors must submit three hard copies and one electronic copy of their proposal, including mandatory attachments: a segregated pricing sheet for investment and capital services, a sample contract with any proposed exceptions, a completed Conflict of Interest Questionnaire per Texas Local Government Code Chapter 176, and a certificate of insurance showing minimum $2 million in professional liability and $1 million in general liability coverage. All proposals are subject to disclosure under the Texas Public Information Act, and confidential claims must be clearly marked. The contract term is initially one year, renewable at the College’s sole discretion for additional one-year terms, with either party able to terminate with 30 days’ written notice. The vendor is prohibited from assigning the contract without prior written consent and must retain all records for at least three years for audit purposes. Invoices must be emailed to [email hidden] and include a valid WCJC Purchase Order number, with no formal electronic invoicing systems required. Although no contracting officer or technical representative is named, Clarissa Bueno, Director of Purchasing, serves as the primary point of contact, and Bryce Kocian, VP of Administrative Services, is available for administrative inquiries. No federal acquisition regulations or clause numbers are incorporated; instead, all obligations are governed by custom-drafted terms. The RFP does not require UEI or CAGE numbers, size status certifications, or socioeconomic designations, and there are no key personnel retention clauses or organizational conflict of interest restrictions beyond the CIQ. Performance is centered at the College’s location in Wharton, Texas, and while no contract value is specified, pricing must be submitted through Attachment A with