Delaware River Joint Toll Bridge Commission - Investment Consulting & Management Services (Non-Discretionary) RFP - 2026
Delaware River Joint Toll Bridge Commission Of Pa And NjSpecial District · Morrisville, PA- Due
- Sep 25, 2026
- Deadline passed
- Posted
- Aug 14, 2026
- Contract term
- 3 years
- Primary contact
- Qiyan (Tracy) Zhao
- (555) 123-4567 ext 101
The 30-second brief
The Delaware River Joint Toll Bridge Commission seeks proposals from qualified professional investment advisory firms to provide non-custody, non-discretionary investment consulting and management services for the Commission’s funds and accounts governed by its Trust Indenture, including Operating, Reserve Maintenance, Common Debt Service Reserve, General Reserve, and Series 2026 Construction funds. Required services encompass non-discretionary advisory and market research, recommending investment policies and strategies, projecting returns and cash flows, placing buy/sell orders upon approval, coordinating with TD Bank as trustee and custodian, and providing comprehensive monthly transaction and performance reporting. The initial contract term is up to three (3) years with up to two (2) annual renewal options at the Commission's discretion. Proposals are due by 3:00 PM EDT on September 25, 2026, with an inquiry deadline of September 4, 2026. Evaluation criteria include understanding of needs, qualifications to provide services, firm experience, team credentials, client references, proposal quality, and oral interviews.
Demonstrated understanding of needs and appropriateness of proposed approaches, Demonstrated ability and qualifications to provide full range of services, Overall qualifications and technical experience of the firm, Credentials of the team and professional personnel experience, Value and reliability of client references, Overall quality of the proposal, Competence demonstrated at oral interviews
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Summary
The Delaware River Joint Toll Bridge Commission seeks proposals from qualified professional investment advisory firms to provide non-custody, non-discretionary investment consulting and management services for the Commission’s funds and accounts governed by its Trust Indenture, including Operating, Reserve Maintenance, Common Debt Service Reserve, General Reserve, and Series 2026 Construction funds.
Required services encompass non-discretionary advisory and market research, recommending investment policies and strategies, projecting returns and cash flows, placing buy/sell orders upon approval, coordinating with TD Bank as trustee and custodian, and providing comprehensive monthly transaction and performance reporting. The initial contract term is up to three (3) years with up to two (2) annual renewal options at the Commission's discretion. Proposals are due by 3:00 PM EDT on September 25, 2026, with an inquiry deadline of September 4, 2026. Evaluation criteria include understanding of needs, qualifications to provide services, firm experience, team credentials, client references, proposal quality, and oral interviews.
EVALUATION CRITERIA
Demonstrated understanding of needs and appropriateness of proposed approaches, Demonstrated ability and qualifications to provide full range of services, Overall qualifications and technical experience of the firm, Credentials of the team and professional personnel experience, Value and reliability of client references, Overall quality of the proposal, Competence demonstrated at oral interviews
REQUIRED ATTACHMENTS
Technical Proposal, Fee Proposal, Letter of Transmittal, Firm Qualifications and Experience, Approach to the Assignment, Non-Discrimination and Diversity information, Additional Information and Exceptions, signed and notarized letter from insurance broker/agent stating compliance with insurance requirements
- Submit to
- RFP Response: Investment Consulting & Management Service, Delaware River Joint Toll Bridge Commission, 1199 Woodside Road, Yardley, PA 19067, Attn: Chief Financial Officer
- Duration
- 36 months
- Scope location
- Yardley, PA
- Reported agency
- Delaware River Joint Toll Bridge Commission
Questions about this RFP
How do I respond to this RFP from Delaware River Joint Toll Bridge Commission Of Pa And Nj?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 25, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: RFP Response: Investment Consulting & Management Service, Delaware River Joint Toll Bridge Commission, 1199 Woodside Road, Yardley, PA 19067, Attn: Chief Financial Officer. For questions, contact Qiyan (Tracy) Zhao.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Delaware River Joint Toll Bridge Commission Of Pa And Nj in PA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Qiyan (Tracy) Zhao at (555) 123-4567 ext 101. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated understanding of needs and appropriateness of proposed approaches, Demonstrated ability and qualifications to provide full range of services, Overall qualifications and technical experien..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Delaware River Joint Toll Bridge Commission Of Pa And Nj?
All active and historical solicitations from Delaware River Joint Toll Bridge Commission Of Pa And Nj are tracked and searchable. As a special district agency, Delaware River Joint Toll Bridge Commission Of Pa And Nj regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Technical Proposal, Fee Proposal, Letter of Transmittal, Firm Qualifications and Experience, Approach to the Assignment, Non-Discrimination and Diversity information, Additional Information and Except. Review the full document from Delaware River Joint Toll Bridge Commission Of Pa And Nj for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Yardley, PA. Review the full solicitation for detailed scope requirements.