06377 RFP Investment Advisory Services

Agency:	North Texas Tollway Authority
State:	Texas
Type of Government:	State & Local
NAICS Category:	541611 - Administrative Management and General Management Consulting Services 541618 - Other Management Consulting Services
Posted Date:	Sep 19, 2025
Due Date:	Oct 28, 2025
Solicitation No:	B2500000970
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Description

Header Information

Bid Number:

B2500000970

Description:

06377 RFP Investment Advisory Services

Bid Opening Date:

10/28/2025 03:00:00 PM

Purchaser:

Kalie Coley

Organization:

North Texas Tollway Authority

Department:

PROCURE - Procurement Services

Location:

FI - Finance

Fiscal Year:

Type Code:

RP - Request For Proposals

Allow Electronic Quote:

Yes

Alternate Id:

Required Date:

Available Date
:

09/19/2025 06:00:00 AM

Info Contact:

kcoley@ntta.org

Bid Type:

OPEN

Informal Bid Flag:

Purchase Method:

Open Market

Pre Bid Conference:	October 13, 2025, 10:00 a.m. CT Virtual Pre-Proposal Conference Join the meeting now Meeting ID: 286 500 377 153 6 Passcode: a4uk9oJ6 Dial in by phone +1 469-214-9499,645215981#
Bulletin Desc:	NTTA is requesting proposals from interested qualified Respondents to provide management and advisory services for the Authority's investment portfolio.

Ship-to Address:

North Texas Tollway Authority
Attn Procurement Services
5900 W. Plano Parkway
Plano, TX 75093
US
Email: bidpurchasing@ntta.org
Phone: (214) 461-2000

Bill-to Address:

North Texas Tollway Authority
Attn Accounts Payable
PO Box 260729
Plano, TX 75026
US
Email: accountspayable@ntta.org
Phone: (214) 461-2000

Print Format:

Bid Print New

File Attachments:

RFP 06377
Investment Advisory Cost Matrix
NO BID FORM
Marketplace Vendor Response Guide
Need Help? Click Here.

Form Attachments:

Required Quote Attachments

NTTA Contract #:

06377-NTT-00-PS-FI

Item # 1:

(

946

-
29

)

NTTA is requesting proposals from interested, qualified Respondents to provide management and advisory services for the Authority's investment portfolio. NIGP Codes 958-05, 946-29, 958-16, 208-10, 209-11 Cost Estimate: $300,000- $500,000

NIGP Code:

946-29
Cash Management Service, Including Budgeting Services

Qty

Unit Cost

UOM

Total Cost

1.0

EA - Each

Manufacturer:		Brand:		Model:
Make:		Packaging:

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06377 RFP Investment Advisory Services

Description

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