
ADVANCE NOTICE TO PROSPECTIVE OFFERORS
Date: July 22,2026
GENERAL INFORMATION:
DOCUMENT TYPE: ADVANCE NOTICE TO OFFERORS
SOLICITATION NO.: Req No. P-0717
DESCRIPTION: Investment Advisor Services
CONTRACTING OFFICE ADDRESS:
Austin Transit Partnership (ATP)
203 Colorado St.,
Austin, TX 78701
DESCRIPTION:
Provide non-discretionary management of ATP's operating portfolio, as assigned, by acting solely in an advisory and administrative capacity within the guidelines of ATP's Investment Policy. A more detailed scope of services will be provided in the RFP.
Minimum Qualifications:
1. Offerors submitting a response must meet each of the
following minimum qualifications reflected below:
a. Be a registered investment adviser under the
Investment Adviser's Act of 1940;
b. Be a registered company with the Texas State
Securities Board. Proof of Registration required with
submittal
NAICS Codes and Description:
523999
Miscellaneous Financial Investment Activities
523930
Investment advisory services, customized fees paid by client
523840
Portfolio Management and Investment Advise
523920
Portfolio Fund managing
CONTRACT INFORMATION: THIS IS AN ADVANCE NOTICE ONLY AND NOT A REQUEST FOR PROPOSALS. This advance notice is for competitive procurement. Any award made will be conducted in accordance with the Texas Professional Services Procurement Act (V.T.C.A., Government Code Section 2254.001 et.seq.). This solicitation may be revised at any time during the solicitation selection process up to the final award.
July 26 2026
IPLAAS0154255