Primary Department: Purchasing
Primary Department Head/Elected Official: Kimberly J. Williams, JD
Secondary Department: Management and Budget
Secondary Department Head/Elected Official: Daniel Ramos
Regular or Supplemental RCA: Regular RCA
Type of Request: Contract - Renewal
Project ID (if applicable): 210324
Vendor/Entity Legal Name (if applicable): Hilltop Securities Asset Management, LLC
MWBE Contracted Goal (if applicable): N/A
MWBE Current Participation (if applicable): N/A
Justification for 0% MWBE Participation Goal: 0% - Specialized, Technical, or Unique in Nature
Grant Indirect Costs Rate (if applicable):
Justification for 0% Grant Indirect Costs Rate (if applicable): N/A - Not a grant item
Request Summary (Agenda Caption):
title
Request for approval of a renewal option with Hilltop Securities Asset Management, LLC for investment advisor services for Harris County for the period of May 1, 2026 - April 30, 2027, at a cost of $60,000 (210324), Justification for 0% MWBE Participation Goal: 0% - Specialized, Technical, or Unique in Nature.
end
Background and Discussion:
Hilltop Securities Asset Management was selected to serve the County as Investment Advisor through the RFP process. This is the fourth of four (4) one-year renewal options.
Expected Impact:
N/A
Alternative Options:
A new RFP process
County Strategic Plan Goal: N/A
County Strategic Plan Objective: N/A
Justice/Safety Initiative (Goal 1): N/A
Infrastructure Initiative (Goal 2): N/A
Economy Initiative (Goal 3): N/A
Health Initiative (Goal 4): N/A
Climate/Resilience Initiative (Goal 5): N/A
Housing Initiative (Goal 6): N/A
Additional notes related to the Strategic Plan:
Prior Court Action (if any):
Date
Agenda Item #
Action Taken
10/12/2021
202
Request for approval of a project scheduled for advertisement
04/26/2022
161
Request for approval of an award on the basis of best proposal meeting requirements
02/21/2023
302
Renewal 1 of ...
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