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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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:
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
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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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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.