2024 Investment Management and Advisory Services Bench - Cycle 1

Project: 2024 Investment Management and Advisory Services Bench - Cycle 1 Ref. #: Treasury-RFP-26899 Type: RFSQ Status: Open Open Date: Feb 23rd 2024, 10:00 AM PST Questions Due Date: Mar 15th 2024, 4:00 PM PDT Contact Information: Mey Phu, mphu@bayareametro.gov Close Date: Apr 1st 2024, 4:00 PM PDT Days Left: 2 Project Description:The Metropolitan Transportation Commission (MTC) is seeking to create a pre-qualified bench of firms (“Bench”) from which MTC may contract on an as-needed basis to perform investment management and advisory services to MTC. Important Events:OngoingOpen DateOnline PortalPosting date for the OpportunityFeb 23rd 2024, 10:00 AM PSTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsApr 1st 2024, 4:00 PM PDTN/APassedQuestions Due DateOnline PortalDeadline to submit QuestionsMar 15th 2024, 4:00 PM PDTN/A Supporting Documentation:2b 24-0124 1 Summary Sheet Investment Report December 2023.pdfOtherMTC

Investment Report Memo - December 2023Mar 5th 2024, 11:24 AM PST - 2b 24-0124 2 Attachment A Investment Report.pdfOtherMTC Investment Report Attachment - December 2023Mar 5th 2024, 11:25 AM PST - Addendum 1 - Investment Management and Advisory Services RFQ.pdfAddendaAddendum #1 Mar 5th 2024, 10:10 PM PST - Addendum 2 - Investment Management and Advisory Services RFQ.pdfAddendaAddendum #2Mar 8th 2024, 12:33 PM PST - Addendum 3 - Investment Management and Advisory Services RFQ.pdfAddendaAddendum #3Mar 27th 2024, 6:22 PM PDT - Appendix D -1 MTC Standard Consultant Contract- Investment Manager and Advisory Services.pdfDocumentationAppendix D-1: MTC Standard Consultant ContractMar 4th 2024, 9:53 AM PST - Pre-Submittal Conference Slide Deck - Investment Management and Advisory Services.pdfOtherPre-Submittal Conference Slide Deck Mar 4th 2024, 1:52 PM PST - Questions and Answers - Investment Management and Advisory Services RFQ.pdfOtherQuestions and Answers Document #1Mar 5th 2024, 11:24 AM PST - Questions and Answers 2 - Investment Management and Advisory Services RFQ.pdfOtherQuestions and Answers Document #2Mar 22nd 2024, 10:20 AM PDT - RFQ for Investment Management and Advisory Services Bench.pdfDocumentationRequest for Qualifications - Investment Management and Advisory Services Bench Read more...Feb 23rd 2024, 9:54 AM PST - Supporting Documentation: Search FileTypeDescriptionDate CreatedActions2b 24-0124 1 Summary Sheet Investment Report December 2023.pdfOtherMTC Investment Report Memo - December 2023Mar 5th 2024, 11:24 AM PST - 2b 24-0124 2 Attachment A Investment Report.pdfOtherMTC Investment Report Attachment - December 2023Mar 5th 2024, 11:25 AM PST - Addendum 1 - Investment Management and Advisory Services RFQ.pdfAddendaAddendum #1 Mar 5th 2024, 10:10 PM PST - Addendum 2 - Investment Management and Advisory Services RFQ.pdfAddendaAddendum #2Mar 8th 2024, 12:33 PM PST - Addendum 3 - Investment Management and Advisory Services RFQ.pdfAddendaAddendum #3Mar 27th 2024, 6:22 PM PDT - Appendix D -1 MTC Standard Consultant Contract- Investment Manager and Advisory Services.pdfDocumentationAppendix D-1: MTC Standard Consultant ContractMar 4th 2024, 9:53 AM PST - Pre-Submittal Conference Slide Deck - Investment Management and Advisory Services.pdfOtherPre-Submittal Conference Slide Deck Mar 4th 2024, 1:52 PM PST - Questions and Answers - Investment Management and Advisory Services RFQ.pdfOtherQuestions and Answers Document #1Mar 5th 2024, 11:24 AM PST - Questions and Answers 2 - Investment Management and Advisory Services RFQ.pdfOtherQuestions and Answers Document #2Mar 22nd 2024, 10:20 AM PDT - RFQ for Investment Management and Advisory Services Bench.pdfDocumentationRequest for Qualifications - Investment Management and Advisory Services Bench Read more...Feb 23rd 2024, 9:54 AM PST - Note To download files, Log in or Register for a Bonfire Account.