Financial Advisory Services RFQ

Name Financial Advisory Services RFQ

The Bay Area Toll Authority (BATA) is seeking Statements of Qualifications (SOQ) from firms qualified to provide comprehensive financial advice for managing its $9 billion debt portfolio, its $3.5 billion investment portfolio and its $1.9 billion swap portfolio and all future financing needs. BATA also intends to contract for financial advisory services to be provided to the Metropolitan Transportation Commission (MTC) and the Bay Area Infrastructure Financing Authority (BAIFA) on an as-needed basis.

A pre-submittal conference will be held at 10:00 a.m. on Tuesday, March 8, 2016 at 101 Eighth Street in Oakland, CA, in the Rockridge conference room.

Interested firms must submit an original and six (6) copies, as well as one electronic PDF version, of their SOQ by 4:00 p.m. on Friday, March 18, 2016.

Addendum No. 1 posted on March 10, 2016.

Type RFQ
Status Awarded
Due date 3/18/2016

Sue Woo, Project Manager
Bay Area Toll Authority
Joseph P. Bort MetroCenter,
101 Eighth Street, Oakland, CA 94607-4700
Tel: 510/ 817-5729

Awarded to Public Financial Mangement
Awarded amount $300,000.00
Awarded date 4/6/2016

Investment Banking
Transportation Consultant
Service Provider
(415) 857-6104
Information Technology, Service Provider, Consultant
General Consultant
Service Provider
(916) 830-1400
Investment Management, Investment Advisory, Portfolio Management, Treasury, Pensions, Retirement
Service Provider
(203) 550-2684
Financial Advisory Services, Investment Advisory Services, Swap Advisory Services
Transportation Consultant
General Consultant
Service Provider
(215) 567-6100