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53.

Meeting Date:	03/19/2013
Investment Advisory Services
Submitted For:	Treasurer	Submitted By:	Connie Singleton, Purchasing
Department:	Purchasing
Agenda Category:	Regular Agenda Items

Information

Agenda Item

Consider and approve Agreement for Investment Advisory Services with First Southwest Asset Management, Inc. and the exemption of those services from the competitive bid/proposal requirements of the County Purchasing Act pursuant to the discretionary exemption for personal or professional services as set forth under Section 262.024(a)(4) of the Texas Local Government Code.

Background

This agreement is for Investment Advisory Services for the county. The fee will be at fixed quarterly rate of $10,000.

Fiscal Impact

From/To	Acct No.	Description	Amount

Attachments
First Southwest Investment Advisory

Form Review

Inbox	Reviewed By	Date
Purchasing	rspace	03/13/2013 01:47 PM
County Judge Exec Asst.	Peggy Vasquez	03/15/2013 11:05 AM
Form Started By: csingleton		Started On: 03/06/2013 01:13 PM
Final Approval Date: 03/15/2013