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Santa Clara Valley Transportation Authority Operating Cash and Capital Reserves Investment Management Services RFP

Santa Clara Valley Transportation Authority logoSanta Clara Valley Transportation Authority
Due
Feb 25, 2026
Deadline passed
Posted
Jan 9, 2026
Contract term
5 years
Primary contact
Michael Malchenko
(408) 321-5736

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Summary

The Santa Clara Valley Transportation Authority (VTA) is soliciting proposals from qualified firms to provide separate account active investment management services for its operating assets.

The project, titled Operating Cash and Capital Reserves Investment Management Services, requires firms to manage the agency's operating cash and capital reserves. The resulting contract will feature a five-year base term with two one-year options, for a potential maximum duration of seven years. Proposals are due by February 25, 2026, and must be submitted to the VTA office at 3331 North First St, San Jose, CA. A notice of interest is requested by January 30, 2026. Inquiries should be directed to Michael Malchenko at (408) 321-5736.

Submit to
3331 North First St, San Jose, CA, 95134
Scope location
San Jose, CA

Questions about this RFP

How do I respond to this RFP from Santa Clara Valley Transportation Authority?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 25, 2026. Submissions should be delivered to: 3331 North First St, San Jose, CA, 95134. For questions, contact Michael Malchenko.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Santa Clara Valley Transportation Authority in CA, 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 Michael Malchenko at (408) 321-5736. Questions and answers are typically shared with all prospective bidders.

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Where can I find more RFPs from Santa Clara Valley Transportation Authority?

All active and historical solicitations from Santa Clara Valley Transportation Authority are tracked and searchable. As a public authority agency, Santa Clara Valley Transportation Authority 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 5 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. Review the full document from Santa Clara Valley Transportation Authority for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: San Jose, CA. Review the full solicitation for detailed scope requirements.

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