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  5. ›TriMet's Defined Benefit Plans Investment Advisory Services

TriMet·Oregon

TriMet's Defined Benefit Plans Investment Advisory Services

Closes 4/27/2026$200k – $500kRequest for Proposal
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Description

TriMet is seeking qualified firms to provide investment‑advisory services for its defined‑benefit pension plans. The work involves advising on investment policy, portfolio analysis, risk assessment, asset‑allocation strategy, and ongoing fiduciary support. The solicitation is open to firms that can meet Oregon business‑registration requirements and optionally participate in inter‑governmental cooperative purchasing.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Crystal Atterbury

[email protected]

Key dates

Opened
4/6/2026
Closes
4/27/2026

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
523920
Solicitation №
RFL260135CA

Budget estimate

$200,000 – $500,000

Although the solicitation does not disclose a budget, comparable public‑sector pension advisory contracts typically range from $200,000 to $500,000 annually, depending on the scope of analysis, deliverables, and duration. A mid‑size consulting firm could expect a low‑end award around $200 k for a limited‑term advisory engagement, while a larger firm delivering comprehensive, multi‑year support could command up to $500 k.

AI estimate from the solicitation

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