Bidding Opportunities

2023-10859 – Investment Advisory Services

Proposals will be accepted until 4:00 p.m. Pacific Time, Thursday, October 5, 2023, by the Spokane Transit Authority (STA), 1230 W. Boone Ave., Spokane, Washington 99201, to provide Investment Advisory Services, in accordance with the specifications and conditions stated in the Request for Proposals (RFP) package.  Proposals must be submitted via Drop Box at the following link:

The RFP package may be obtained from the STA website or by contacting Jennifer Anderson, Procurement Coordinator, via email at [email protected].

STA reserves the right to reject any and all Proposals, to waive minor informalities and irregularities in the Proposal submission process, to negotiate with any Proposer, and to accept Proposals that are considered to be in the best interest of STA.

STA is an Equal Employment Opportunity (EEO) organization which does not discriminate against any prospective supplier on the basis of race, color, creed, national origin, sex, sexual orientation, gender identity, age or presence of any sensory, mental or physical disability in the consideration of contract award.  The successful Proposer will be required to comply with all EEO Federal, State and local laws and regulations.

STA assures nondiscrimination in accordance with Title VI of the Civil Rights Act of 1964.  For more information, visit

Upon request, alternative formats of this information will be produced for persons with disabilities.  The meeting facility is accessible for people using wheelchairs.  For other accommodations, please call (509) 325-6094 (TTY Relay 711) or email [email protected] at least forty-eight (48) hours in advance.

RFP 2023-10859

Exhibit A – Sample Agreement

Exhibit B – Trust Statement1

Exhibit C – Trust Statement2

Exhibit D – Trust Statement3

Exhibit E – Trust Statement4

Exhibit F – Trust Statement5

Exhibit G – Trust Statement6

Amendment 1 2023-10859

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