Dallas Fort Worth International Airport (Texas) posted this RFP on Nov 2, 2026. Responses are due Dec 1, 2026. Category: Financial & Banking. Solicitation number PA2270.
This bid was found on the agency's procurement portal. The portal's own text is not republished here; the summary below was written by ProposalWorkspace's AI from the bid documents. The full posting is on the portal - sign up free to get the link.
Summary fields on this page were extracted by AI from the bid documents. Always verify dates, amounts and requirements against the official solicitation.
The Dallas Fort Worth International Airport Board (hereafter called the “Airport”) seeks services from qualified investment consulting firms (hereinafter referred to as the “Investment Consultant” or “Contractor”) to provide comprehensive investment consulting and discretionary investment management services for the Airport’s public funds investment portfolio.
The Airport’s investment portfolio is currently approximately **$1.3 billion** in assets and may increase or decrease over the term of the Agreement based on Airport operations, capital requirements, market conditions, cash flows, investment activity, and other factors.
The Investment Consultant shall provide comprehensive investment consulting and discretionary investment management services for the Airport’s investment portfolio in accordance with the Airport’s Investment Policy, applicable laws, and approved investment guidelines.
The Investment Consultant shall develop and implement investment strategies designed to achieve the Airport’s objectives for preservation of principal, liquidity, diversification, and competitive investment return.
The Investment Consultant shall exercise discretionary authority only to the extent expressly authorized by the Airport and shall act in the Airport’s best interest.
The Investment Consultant shall monitor portfolio structure, maturity, duration, liquidity, credit quality, diversification, and market conditions.
The Investment Consultant shall recommend and, where authorized, execute investment transactions consistent with the Airport’s approved investment strategy and Investment Policy.
The Investment Consultant shall provide ongoing economic, market, credit, and interest-rate research relevant to the Airport’s portfolio.
The Investment Consultant shall monitor portfolio compliance with the Airport’s Investment Policy and applicable federal, state, and local requirements.
The Investment Consultant shall provide periodic reports detailing portfolio holdings, transactions, income, market value, performance, maturity structure, duration, credit quality, liquidity, and compliance.
The Investment Consultant shall periodically review the Airport’s Investment Policy and recommend revisions as necessary.
The Investment Consultant shall provide periodic training and educational materials to Airport staff and Investment Committee members regarding portfolio management, market conditions, investment practices, and applicable requirements.
The Contractor shall provide a flat, all-inclusive fee for the services described in this Scope of Work.
**Contract Term:** Three (3)-year period with options to renew for Two (2) additional One (1)-year periods.
**Submission:** All addenda issued by the Airport shall be acknowledged by the Proposer in Bonfire. Forms are to be submitted in Euna Procurement (Bonfire).
Proposal format shall be in font no smaller than 10 point, 8.5-inch by 11-inch paper size, with one-inch margins and single-spaced for the entire submitted proposal.
Evaluation criteria:
| Criteria | Points |
| --- | --- |
| Technical/Compliance with the Scope of Work | 35 |
| Management | 20 |
| Implementation | 10 |
| Price | 20 |
| Customer Service/On-Going Support Plan | 15 |
| Total | 100 |
**Business Enterprise Goal:** Goal for this contract is 0 % (which requires an SBE+ certification to meet the goal).
The *Endorsement Form* must be signed for the proposal to be considered responsive.
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Investment Consulting Services - Dallas Fort Worth International Airport, Texas
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