FORMAL-INVESTMENT CONSULTING AND ADVISORY SERVICES
| Location: |
Texas |
| Posted: |
Apr 16, 2025 |
| Due: |
May 14, 2025 |
| Agency: |
Port of Houston Authority of Harris County, Texas |
| Type of Government: |
State & Local |
| Category: |
- R - Professional, Administrative and Management Support Services
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| Solicitation No: |
00003582 |
| Publication URL: |
To access bid details, please log in. |
Bid Solicitation: 00003582
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Header Information
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Bid Number:
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00003582
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Description:
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FORMAL-INVESTMENT CONSULTING AND ADVISORY SERVICES
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Bid Opening Date:
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05/14/2025 11:00:00 AM
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Purchaser:
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Tanika Chukwumerije
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Organization:
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Port of Houston Authority
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Department:
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72805 - TREASURY
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Location:
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72805 - TREASURY
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Fiscal Year:
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25
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Type Code:
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RP - RFP - Request For Proposal
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Allow Electronic Quote:
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No
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Alternate Id:
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Required Date:
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05/14/2025
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Available Date
:
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04/16/2025 06:05:22 PM
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Info Contact:
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Contact procurement@porthouston.com
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Bid Type:
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OPEN
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Informal Bid Flag:
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No
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Purchase Method:
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Open Market
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Pre Bid Conference:
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A Pre-Proposal Conference will be held on April 22 at 10am via Teams to allow vendors to ask questions about the scope.
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Bulletin Desc:
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Seeking proposals from qualified investment consultants and advisors actively registered with the Securities and Exchange Commission (SEC) who can provide market data daily, investment policy reviews and recommendations, portfolio reporting monthly quarterly and annually, investment credit ratings reporting and tracking, and other investment advisory services for PHA's operating cash and investments and revenue bond issuance proceeds.
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Ship-to Address:
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Roland Gonzalez
111 EAST LOOP NORTH (exit 29)
HOUSTON, TX 77029
US
Email: regonzalez@POHA.COM
Phone: (713)670-2405
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Bill-to Address:
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Port of Houston Authority
P.O. Box 2562
Houston, TX 77252-2562
US
Email: APPorthouston_Invoice@concursolutions.com
Phone: (713)670-2400
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Print Format:
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Bid Print
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File Attachments:
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TERMS AND CONDITIONS .pdf
SOLICITATION PACKAGE
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Form Attachments:
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Legal Contract:
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Contract Required
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Item # 1:
(
946
-
56
)
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[PHA MIN. NO.][PHA FILE NO.] FORMAL-FURNISH ALL LABOR, MATERIALS, EQUIPMENT, TOOLS, SUPPLIES, SUPERINTENDENCE, INSURANCE, INCIDENTALS, AND ALL OTHER THINGS NECESSARY TO PERFORM SERVICES FOR INVESTMENT CONSULTING AND ADVISORY SERVICES ALL IN ACCORDANCE WITH CONTRACT DATED [ENTER CONTRACT DATE]. ALL INVOICES AND CORRESPONDENCE SHALL BE ADDRESSED TO THE ATTENTION OF [ENTER CONTACT?S NAME]. A CERTIFICATE OF INSURANCE MUST BE PROVIDED PRIOR TO COMMENCEMENT OF ANY WORK. THE PORT AUTHORITY MAY AT ITS OPTION, CANCEL THIS PURCHASE ORDER AT ANY TIME AND PAY THE CONSULTANT FOR ACTUAL SERVICES PERFORMED BASED ON THE WORK PERFORMED UP UNTIL RECEIPT OF SUCH WRITTEN NOTICE.
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NIGP Code:
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946-56
Investment Management Services
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Qty
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Unit Cost
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UOM
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Tax Rate
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Tax Amount
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Total Cost
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1.0
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EA - Each
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Manufacturer:
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Item # 2:
(
946
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48
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SUBSEQUENT NIGP CODE ADDED.
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NIGP Code:
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946-48
Financial Advisor
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Qty
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Unit Cost
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UOM
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Tax Rate
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Tax Amount
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Total Cost
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1.0
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EA - Each
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