RFQ-1216 AMENDMENT I.pdf

AUSTIN TRANSIT PARTNERSHIP

AUSTIN, TEXAS

AMENDMENT OF SOLICITATION

1. SOLICITATION NO.:

Q-1216

2. AMENDMENT NO.:

3. EFFECTIVE DATE:

09/10/2026

4. BRIEF SOLICITATION DESCRIPTION:

Investment Advisor Services

5. REVISED OFFER SUBMISSION DUE DATE AND TIME:

(Note: Unless identified below, this solicitation amendment does not change the Offer Submission Date and Time.)

The date and/or time specified for receipt of offers is changed as follows: DATE: September 18, 2026

TIME: 2:00 PM Local Austin

6. REVISED PRE-BID/PROPOSAL CONFERENCE:

(Note: Unless identified below, this solicitation amendment does not change the Pre-Bid/Proposal Conference if a conference is scheduled.)

The scheduled pre-bid/proposal conference is changed as follows: DATE: NA

TIME: Local Austin

LOCATION: NA

7. AMENDMENT OF SOLICITATION:

The Solicitation identified in Block 1, above, is hereby amended as described in Block 11, below. Except as provided herein, all other provisions of the solicitation, or as heretofore amended, remain unchanged and in full force and effect.

8. REQUIREMENT TO ACKNOWLEDGE AMENDMENT:

Offerors must acknowledge receipt of this amendment prior to the deadline specified in the solicitation for receipt of offers by one of the following methods:

a. By signing this amendment in Block 9, below, and returning one signed copy;

b. By acknowledging receipt of this amendment on the Solicitation, Offer and Award form; or,

c. By separate letter or telegram that includes a reference to this solicitation and amendment number.

WARNING: Failure of an Offeror to acknowledge receipt of this Amendment, as described herein, may result in

REJECTION OF THE OFFER.

NOTE: For Invitations for Bids the terms "Offer" and Offeror" shall mean "Bid" and "Bidder", respectively; and for Requests for Proposals the terms "Bid" and "Bidder" shall mean "Offer" and "Offeror", respectively, in this solicitation and any associated exhibits.

9. OFFEROR'S ACKNOWLEDGEMENT OF AMENDMENT:

Name & Title: ____________________________________ Signed Acknowledgment: ____________________________ (Print/Type)

Offeror: _____________________________________________ Date Acknowledged: _______________________

10. FOR FURTHER INFORMATION CONTACT:

Name: Joshua Chronley Telephone No.: 512-256-0241 Email: Joshua.Chronley@atptx.org

11. DESCRIPTION OF AMENDMENT:

The purpose of this amendment is to provide the following:

a. Provide ATP’s official responses to questions received regarding Solicitation No. Q-1216.

b. Revise the SOQ submission due date in Table 1, RFQ Information, from September 17, 2026, at 2:00 p.m. CT to

September 18, 2026, at 2:00 p.m. CT.

c. Clarify that the two-page Executive Summary Letter is included within the 25-page SOQ limit.

d. Clarify the information required for client references under Sections 2.3(d)(IV) and 2.3(f).

e. Correct the ATP procurement contact email address in Table 1, RFQ Information, to Joshua.Chronley@atptx.org.

f. All other terms and conditions remain unchanged.

QUESTION

NO.

COMMENTS / QUESTIONS ATP OFFICIAL RESPONSE

ANSWERED IN

AMENDMENT

1 The cover page lists September 18 as the submission due date, while page 2 lists September 17. Please confirm the correct submission due date.

The correct SOQ submission due date is September 18, 2026, at 2:00 p.m. CT.

Table 1, RFQ Information, is revised accordingly.

2 Is the two-page Executive Summary included in or excluded from the 25-page maximum?

The two-page Executive Summary Letter is included within the 25-page SOQ limit.

The exclusions identified in Section 2.1(c), including the RFQ Form, required resumes, organizational charts, and other required forms or certifications, remain unchanged.

3 For the reference requirement on page 10, Section 2.3(f)(I), is the reference name and contact information sufficient, or should additional information be provided?

Respondents must provide the reference information required by Sections 2.3(d)(IV) and 2.3(f). For references submitted under Section 2.3(d)(IV), provide the client name, client address, contact person’s phone number, length of time the entity has been a client, and the type or types of investment management services provided. For comparable public fund clients identified under Section 2.3(f)(I), provide the client name and length of time each has been a client.

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