Project Information

Bid Title

FORMAL-INVESTMENT CONSULTING AND ADVISORY SERVICES

Issuing Agency

Port of Houston Authority of Harris County, Texas

Location

Texas

Published Date

Apr 16, 2025

Closing Date

May 14, 2025

Government Level

State & Local

Status

Closed

Ref. #

00003582

Original Source

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Bid Documents

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Project Description

Bid Solicitation: 00003582

Header Information Bid Number: 00003582 Description: FORMAL-INVESTMENT CONSULTING AND ADVISORY SERVICES Bid Opening Date: 05/14/2025 11:00:00 AM Purchaser: Tanika Chukwumerije Organization: Port of Houston Authority Department: 72805 - TREASURY Location: 72805 - TREASURY Fiscal Year: 25 Type Code: RP - RFP - Request For Proposal Allow Electronic Quote: No Alternate Id: Required Date: 05/14/2025 Available Date : 04/16/2025 06:05:22 PM Info Contact: Contact procurement@porthouston.com Bid Type: OPEN Informal Bid Flag: No Purchase Method: Open Market Pre Bid Conference: A Pre-Proposal Conference will be held on April 22 at 10am via Teams to allow vendors to ask questions about the scope. Bulletin Desc: 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. Ship-to Address: Roland Gonzalez 111 EAST LOOP NORTH (exit 29) HOUSTON, TX 77029 US Email: regonzalez@POHA.COM Phone: (713)670-2405 Bill-to Address: Port of Houston Authority P.O. Box 2562 Houston, TX 77252-2562 US Email: APPorthouston_Invoice@concursolutions.com Phone: (713)670-2400 Print Format: Bid Print File Attachments: TERMS AND CONDITIONS .pdf SOLICITATION PACKAGE Form Attachments: Legal Contract: Contract Required

Item Information Item # 1: ( 946 - 56 ) [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. NIGP Code: 946-56 Investment Management Services Qty Unit Cost UOM Tax Rate Tax Amount Total Cost 1.0 EA - Each Manufacturer: Brand: Model: Make: Packaging: Item # 2: ( 946 - 48 ) SUBSEQUENT NIGP CODE ADDED. NIGP Code: 946-48 Financial Advisor Qty Unit Cost UOM Tax Rate Tax Amount Total Cost 1.0 EA - Each Manufacturer: Brand: Model: Make: Packaging:

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Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

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