Request for Proposals Lehigh and Northampton Authority Purchase of B-2 Ultra Low Sulfur Diesel Fuel

Closed State & local contract opportunity Posted

Solicitation number
Lehigh and Northampton Transportation Authority, PA
State
Pennsylvania
Responses due

Opportunity facts

Jurisdiction

Opportunity details come from pennbid.bonfirehub.com. Updated .

About this opportunity

The Lehigh and Northampton Transportation Authority (LANTA) is requesting proposals for integrated investment management and custodial/trustee services for its Union and Non-Union pension plans, with proposals due August 7, 2026 at 4:00 p.m. through PennBid. Proposals must address both investment management and custodial services; proposals covering only one service will be deemed non-responsive.

The Union Plan holds approximately $37.6 million in assets with 410 participants; the Non-Union Plan holds approximately $10.8 million with 120 participants. Although the plans are separate entities with distinct actuarial valuations, LANTA requires that assets be managed identically with nearly identical allocations and Investment Policy Statements. The total portfolio to be managed is approximately $48.5 million.

LANTA intends to execute a five-year contract with the selected provider. Evaluation will be weighted as follows: understanding of service model and technical expertise (30 percent), reasonableness of price and fees (30 percent), relevant professional experience (25 percent), and acceptability of the proposed transition schedule (15 percent). The contract will not necessarily be awarded to the lowest bidder.

Proposers must provide detailed fee schedules for both services calculated on the $48.5 million portfolio, with all reporting and communication costs included. Proposers must demonstrate SEC registration or explain exemption status, provide error and omission insurance and fiduciary insurance documentation, identify key personnel with Form ADV Part 2B biographies, and detail compliance procedures and investment philosophy.

Questions are due through the PennBid process by July 24, 2026. Interviews and presentations are anticipated for September 2026, with contract award expected in October 2026. Individuals or entities on the federal list of ineligible contractors for federally assisted projects are not eligible to propose. All proposals become the property of the Committee and will not be returned. Protest procedures are available prior to and within five business days after proposal submission.

Opportunity text

2 versions

Update #2 · Latest ·

Bids for the 2026 Diesel Fuel RFP will be received by the Lehigh and Northampton Transportation Authority (LANTA), Allentown, PA, via PennBid electronic bid management system. The bids are for B-2 ULTRA LOW SULFUR DIESEL FUEL. A complete Request for Proposals package is available to be reviewed in PennBid. Online submissions of the proposal are to be submitted via PennBid no later than 2:00 p.m. EST Friday, August 28, 2026. Written questions/clarifications from proposers due by 3:00 PM EST on Wednesday, August 19, 2026. LANTA hereby notifies all proposers that it will affirmatively ensure that Disadvantaged Business Enterprises ("DBEs") are afforded full opportunity to submit proposals in response to this invitation and are not discriminated against on the grounds of race, color, sex, national origin, religion, age, disability, ancestry, medical condition, or marital status, as provided for in Federal, state and local laws, in consideration for award of any contract entered into pursuant to this solicitation. Proposals and questions regarding this project should be submitted through PennBid. To access PennBid go to: https://www.pennbid.net/

Update #1 ·

LANTA is seeking proposals for the investment and administration of both the Non-Union and Union pension plans. The LANTA Union Plan comprises approximately $37.6 million of assets and the NON-Union Plan $10.8 million. There are approximately 410 participants in the Union Plan; and 120 participants in the Non-Union Plan. Even though these are recognized as two separate Plans with two separate actuarial valuations, it is the Committees' desire that the assets of the Plans be managed in the same way with almost identical allocations and Investment Policy Statements. LANTA requires for this RFP, that submitted proposals included a proposed provider for both Investment Management AND the Custodial and Trustee services. Proposals for one and not the other will be considered non-responsive. It is LANTA's intention to enter into a five (5) year contract with the selected provider. Proposals will be submitted through the PennBid process and should be submitted by: August 7, 2026, 4pm. If proposers have any questions LANTA will only respond to those questions submitted via PennBid process. Proposals must be submitted and signed where acknowledged on the forms provided. All proposals shall be subject to all applicable state and federal laws as found on the forms included in the packet. An acknowledgement of these forms is necessary to propose for the RFP. LANTA reserves the right to postpone, accept, reject, any and all proposals, in whole or in part, or to waive any and all informalities, as it deems in its best interest. LANTA also reserves the right to seek clarification from any and all proposers as it deems necessary. Any person on the list of ineligible contractors for federally assisted projects is not an eligible proposer. Anticipated Schedule for RFP (subject to change) Proposals advertised June 22, 2026 Proposals Due and Opened August 7, 2026 Proposers are selected for interview/presentations September 2026 Award of Contract October 2026

Files

File Type Posted
1-2026 Diesel Fuel Bid RFP.docx DOCX document
2-FTA Commonwealth Clauses 2026.docx DOCX document
4-RFP - Pension Investment Mngmt 2026.docx DOCX document
2-Non-Collusion Affidavit.pdf PDF
3-FTA Commonwealth Clauses 2026.docx DOCX document
1-LANTA Bid Proposal Protest Procedure.pdf PDF

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