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  47.       
Meeting Date: 09/08/2015  
Investment Advisory Services Renewal
Submitted By: Brenda Fuller, Purchasing
Department: Purchasing  
Agenda Category: Regular Agenda Items

Information
Agenda Item
Discuss,consider and take appropriate action on regarding approval of a Renewal 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
Renewal Agreement 2015
First Southwest Advisory

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Form Review
Inbox Reviewed By Date
Purchasing (Originator) Kerstin Hancock 09/01/2015 07:58 AM
County Judge Exec Asst. Wendy Coco 09/01/2015 09:02 AM
Form Started By: Brenda Fuller Started On: 08/31/2015 10:51 AM
Final Approval Date: 09/01/2015

    

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