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  5. ›06377 RFP Investment Advisory Services

North Texas Tollway Authority·Texas

06377 RFP Investment Advisory Services

Closes 10/28/2025$300k – $500kRequest for Proposal
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Description

The North Texas Tollway Authority (NTTA) is seeking proposals from experienced and qualified firms to provide investment advisory services for the Authority's investment portfolio. The selected firm will be responsible for providing management and advisory services to help NTTA achieve its investment objectives. The contract term is two years, and the estimated cost is between $300,000 and $500,000. Proposers must submit their proposals through the NTTA Marketplace, and the deadline for submission is October 28, 2025. • The scope of work includes providing investment advisory services, managing the investment portfolio, and ensuring compliance with applicable laws and regulations. • The proposer must have experience in investment management and advisory services, and must demonstrate a strong understanding of the Authority's investment objectives and goals. • The proposer must also demonstrate a commitment to diversity and inclusion, and must provide a plan for achieving the established diversity goal. • The evaluation criteria include the proposer's experience and qualifications, the quality of the proposal, and the price.

Attached files

Contact

Kalie Coley(Solicitation Contact Person)

[email protected]

(469) 214-9499

Key dates

Opened
9/19/2025
Questions due
10/16/2025
Pre-bid meeting
10/13/2025
Closes
10/28/2025
Duration
2 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523920
Solicitation №
B2500000970

Budget estimate

$300,000 – $500,000

Based on the estimated cost provided in the RFP document, the budget for this opportunity is expected to be between $300,000 and $500,000. This estimate is based on the scope of work, which includes providing investment advisory services for the Authority's investment portfolio. The actual budget may vary depending on the proposal submitted by the selected firm and the negotiations that take place during the contract award process.

AI estimate from the solicitation

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