TriMet Defined Contribution/Compensation Plans Investment Advisory Services RFP - RFL270049LJ
Tri County Metropolitan Transportation District Of OregonSpecial District · Portland, OR- Due
- Oct 14, 2026
- Deadline passed
- Posted
- Sep 22, 2026
- Primary contact
- Linda L. Joy
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Summary
TriMet is seeking proposals for Defined Contribution/Compensation Plans Investment Advisory Services under solicitation RFL270049LJ. The scope encompasses advisory services, compensation plans, contribution plans, employee pension planning, and financial plan advisors.
Proposals are due by October 14, 2026, at 11:30 AM Pacific Daylight Time via Bid Locker. Interested vendors must review the solicitation document, proposal forms, and price forms available on the TriMet Bid Locker portal.
REQUIRED ATTACHMENTS
4- Form 1A_Questions Exceptions or Deviations Form_RFL270049LJ.xlsx
- RFP_RFL270049LJ_Solicitation Document.pdf
- RFP_RFL270049LJ_Proposal Forms.pdf
- RFP_RFL270049LJ_Proposal Price Form 1.1.1.pdf
- Submit to
- https://bidlocker.us/a/trimet/BidLocker
- Scope location
- Portland, OR
- Reported agency
- TriMet
Questions about this RFP
How do I respond to this RFP from Tri County Metropolitan Transportation District Of Oregon?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 14, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://bidlocker.us/a/trimet/BidLocker. For questions, contact Linda L. Joy.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Tri County Metropolitan Transportation District Of Oregon in OR, 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 Linda L. Joy. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from Tri County Metropolitan Transportation District Of Oregon?
All active and historical solicitations from Tri County Metropolitan Transportation District Of Oregon are tracked and searchable. As a special district agency, Tri County Metropolitan Transportation District Of Oregon regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: Form 1A_Questions Exceptions or Deviations Form_RFL270049LJ.xlsx, RFP_RFL270049LJ_Solicitation Document.pdf, RFP_RFL270049LJ_Proposal Forms.pdf, RFP_RFL270049LJ_Proposal Price Form 1.1.1.pdf. Review the full document from Tri County Metropolitan Transportation District Of Oregon for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Portland, OR. Review the full solicitation for detailed scope requirements.