INVESTMENT SERVICES-2019

Stephen F. Austin State University solicited a discretionary investment‑management contract to handle approximately $115.5 million in bond‑proceed assets, providing monthly reporting, online access, and strict adherence to the university’s investment policy. The scope includes segregated accounting for taxable and non‑taxable series, collateralized cash accounts, and liquidity to meet construction draw schedules, with all personnel required to be E‑Verify compliant and to observe non‑boycott and anti‑terrorist clauses. The procurement was open competition, with a revised proposal deadline of 10 April 2019, and the contract term is up to two years, renewable only through a Board of Regents action. • Manage $115.5 M of bond‑proceeds (tax‑exempt and taxable) • Provide monthly statements, online account access, and quarterly Board reports • Must comply with SFA Investment Policy 3.21, E‑Verify, non‑boycott, and GLBA confidentiality requirements.