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
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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:
25
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:

No
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








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