Sound Transit Biddingo #RP 0093-26

Sound Transit Investment Advisory Services Solicitation

Sound Transit, the regional transit agency for King, Pierce, and Snohomish counties in Washington, is seeking qualified firms to provide investment advisory services for the management of its investment portfolio. - Government Buyer: - Sound Transit (Central Puget Sound Regional Transit Authority) - Sr. Contracts Specialist: Matt Orton - Scope of Services: - Professional investment advisory services - Economic and market analysis - Portfolio categorization and management - Benchmark establishment and investment strategy recommendations - Market valuations and policy updates - Broker due diligence and credit evaluations - Compliance and detailed portfolio reporting - Real-time portfolio access and accounting reports - Asset-liability management advisory - Contract Details: - Three-year base contract - Two optional one-year extensions (up to five years total) - Pricing based on fully burdened annual fixed fees and rates for key individuals - Notable Requirements: - Compliance with Sound Transit's Small Business Program (0% participation goal) - Equal employment opportunity documentation - Insurance, data security, and confidentiality requirements - No specific OEMs or product vendors are named, as this is a professional services solicitation.

Description

Sound Transit is soliciting proposals from firms to provide investment advisory services to support the management of its investment portfolio. The contract term is three years with two optional one-year extensions. Proposals are due by October 7, 2026, at 1:00 PM Pacific Time. The full scope of work is detailed in Exhibit B of the RFP document.

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