Project #: RFL270042LJ (RFP)
Category: Request for Proposal (> $250K - < $2M)
Department: Finance & Administrative Services
Issued by: TriMet
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Publish Date: Sep 4, 2026 1:15PM
Proposals Due Date: Oct 1, 2026 11:30AM (Pacific Daylight Time) add to calendar
Status: Closed
save to watchlist proposal submission not available

Description

Addendum No. 1, answering proposer posed questions is available for download.  Please download the Addendum No. 1 document via this portal. Proposers are reminded that they are required to acknowledge receipt of this Addendum No. 1 on Form 1.1.2 (Receipt of Addenda), as part of their proposal submission package, that will then be uploaded via TriP$ (powered by Bid Locker) on or before the Proposal Due Date of October 1, 2026, at 11:30 a.m. (Local Time).

Municipal Advisory and Consulting Services



Attachments

This project has the following solicitation documents.

Bid Document File Size Notes
Addendum #1_RFL270042LJ.pdf
220,365
RFP_RFL270042LJ_Solicitation Document.pdf
448,164
Proposal Price-Rate Form 1.1.1A_RFL270042LJ.xlsx
18,238
RFP_RFL270042LJ_Proposal Forms.pdf
191,172
Download All Documents as a .ZIP File

You will need to:

  • Unchecked Be logged into Bid Locker
  • Unchecked Be registered with TriMet

For Questions or Additional Information, Contact:

Name: Linda L. Joy
Email: JoyL@trimet.org

Solicitation Keyword Tags

Bond Sales, Filings, Finance, Financial Consultant, Investment Services, Municipal Advisor

Commodity Codes and Solicitation Change History

Commodity Codes (NAICS):

523150
Banking, Investment; Bond Brokerages; Bond Dealing (I.E., Acting As A Principal In Dealing Securities To Investors); Brokerages, Securities; Certificate Of Deposit (CD) Brokers' Offices; Commercial Note Brokers' Offices; Commercial Paper Dealing (I.E., Acting As A Principal In Dealing Securities To Investors); Discount Securities Brokerages; Investment Banking; Making Markets For Securities; Market Making For Securities; Mutual Fund Agencies (I.E., Brokerages); Mutual Fund Agents' (I.E., Brokers') Offices; Online Securities Brokerages; Paper, Dealing Of Commercial (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Brokerages; Securities Brokers' Offices; Securities Dealers (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Dealing (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Distributing (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Floor Brokers; Securities Floor Traders (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Flotation Companies; Securities Originating (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Trading (I.E., Acting As A Principal In Dealing Securities To Investors); Securities Underwriting; Stock Brokerages; Stock Brokers' Offices; Stock Options Brokerages; Stock Options Dealing (I.E., Acting As A Principal In Dealing Securities To Investors); Trading Securities (I.E., Acting As A Principal In Dealing Securities To Investors); Underwriting Securities
523940
Certified Financial Planners, Customized, Fees Paid By Client; Financial Investment Advice Services, Customized, Fees Paid By Client; Financial Planning Services, Customized, Fees Paid By Client; Investment Advice Consulting Services, Customized, Fees Paid By Client; Investment Advice Counseling Services, Customized, Fees Paid By Client; Investment Advisory Services, Customized, Fees Paid By Client; Investment Management; Managing Investment Funds; Managing Mutual Funds; Managing Personal Investment Trusts; Managing Trusts; Mutual Fund Managing; Pension Fund Managing; Personal Investments Trusts, Managing; Portfolio Fund Managing; Private Equity Fund Managing
541611
Administrative Management Consulting Services; Business Management Consulting Services; Business Start-Up Consulting Services; Financial Management Consulting (Except Investment Advice) Services; General Management Consulting Services; Medical Office Management Consulting Services Or Consultants; Records Management Consulting Services; Reorganizational Consulting Services; Site Location Consulting Services; Site Selection Consulting Services; Strategic Planning Consulting Services

Changes to This Listing:

Change Date Is Addendum?
The solicitation description has changed.
The following bid documents were added:
Addendum #1_RFL270042LJ.pdf
The following bid documents were removed:
Form 1A_Questions Exceptions or Deviations Submittal Form_RFL270042LJ.xlsx
 Sep 22, 2026 Is an Addendum

About TriMet

The Tri-County Metropolitan Transportation District of Oregon (TriMet), is a municipal corporation of the State of Oregon that serves as the primary public transit provider for the Portland metropolitan area. Covering a 533 square mile district across Multnomah, Washington, and Clackamas counties; and extends from Troutdale to Forest Grove (east to west), and from Sauvie Island to Oregon City and Estacada (north to south). The agency is responsible for a multimodal network including the MAX Light Rail, an extensive bus system, the WES Commuter Rail, Frequent Express (FX), and LIFT Paratransit. As a public entity, TriMet operates under a seven-member board of directors appointed by the Governor of Oregon and is subject to the Oregon Public Contracting Code and its own specific Contract Review Board (TCRB) Rules.

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