Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, August 19 at 2:00 PM EDT

Register Free →

Search

Top

COMPASS PLANNING ASSOCIATES, INC.

UEI: QZDSPWS6X1S5

COMPASS PLANNING ASSOCIATES, INC. is a federal contractor, registered under UEI QZDSPWS6X1S5. It has been awarded $1,500 across 1 federal contract. Primary work spans Investment Advice. Top awarding agencies include Department Of Labor.

Contact Information

Registration and classification details

Registration

UEI Code

QZDSPWS6X1S5

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

Key Performance Metrics

Awards Count

0

All time

Active

0

Currently performing

Completed

0

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency

Department Of Labor$1.5K100%

Awards by NAICS

523930 - Investment Advice$1.5K100%

Awards by Agency Over Time

Awards by Place of Performance

Open opportunities in COMPASS PLANNING ASSOCIATES, INC.'s top NAICS codes and agencies

Financial Advisory Services for Municipal Debt IssuanceNewton County Board of Education is seeking qualified firms to provide financial advisory services for the structuring, pricing, and facilitation of a Tax Anticipation Note issuance. The scope includes comprehensive market analysis to assess investor demand and prevailing interest rate conditions, targeted outreach to potential investors, and full support in ensuring regulatory compliance with state and federal securities laws. The contractor will coordinate closely with underwriters and other stakeholders to ensure a timely and efficient debt issuance process. Services must be delivered in alignment with municipal finance best practices and tailored to the county’s specific cash flow needs and fiscal timeline. The solicitation is open as a subcontract opportunity under NAICS code 523930, with responses due by August 10, 2026. The procurement is managed through the Georgia Department of Administrative Services and is accessible via the provided official link.

Newton County Board of Education

POSTED

DEADLINE

Financing and Lease Structuring ServicesThe contract seeks specialized services to support the financial structuring and lease agreement development for a 20-year federal lease model aimed at establishing a VA clinic. The work involves coordinating with lenders, designing financing mechanisms that align with federal requirements, and providing expert support to finalize the lease terms that ensure long-term operational viability and compliance with federal leasing standards. The subcontractor will be responsible for translating complex financial and regulatory frameworks into actionable structures that facilitate seamless project delivery under the Department of Veterans Affairs’ Office of Construction & Facilities Management. The effort is focused entirely on the financial and contractual backbone of the project, with no direct construction or facility management responsibilities. The solicitation is open for responses until September 11, 2026, and is classified under NAICS code 523930, which pertains to other financial investment activities. This subcontract opportunity is intended for entities with proven experience in federal lease financings, particularly those familiar with VA-specific mandates and long-term public-private partnership structures. All activities are scoped to support the agency’s goal of delivering healthcare infrastructure through efficient, sustainable, and compliant financial arrangements.

Office Of Construction & Facilities Management (36C10F)

POSTED

DEADLINE

in about 1 month

Portfolio Management & Asset Allocation StrategyTexas Southern University is soliciting proposals for a subcontract to design and provide ongoing management of asset allocation models, risk profiling, and strategic portfolio structuring tailored to university endowments and operating funds. The contract falls under NAICS code 523930, indicating a focus on financial services related to investment management, and requires responders to deliver comprehensive financial strategies that ensure long-term growth, risk mitigation, and alignment with institutional goals. The opportunity was posted on July 30, 2026, with a deadline for responses set for August 13, 2026, at 5:00 PM. While specific location details for performance or agency office are not provided, the work is expected to support the financial operations of Texas Southern University in Texas. Interested parties must submit proposals through the Texas SmartBuy portal before the stated deadline.

Texas Southern University

POSTED

DEADLINE

Municipal Investment Advisory ServicesHays County is seeking a qualified provider to deliver fiduciary-level investment advisory services for its municipal funds, ensuring alignment with the Texas Public Funds Investment Act (HB 89). The selected advisor will be responsible for developing and implementing portfolio strategies, managing risk exposure, and maintaining strict compliance with state regulations governing the investment of public funds. Services must reflect a heightened duty of care, emphasizing prudence, diversification, and long-term stewardship of taxpayer resources. The contract opportunity is open as a subcontract under NAICS code 523930, with responses due by August 25, 2026. Offerors must demonstrate proven experience in managing public sector investment portfolios, a deep understanding of Texas statutory requirements, and the ability to provide transparent reporting and accountability mechanisms. All activities will be performed in service of Hays County’s financial objectives, with an emphasis on capital preservation, liquidity, and yield optimization within legal constraints. The full solicitation details are accessible via the provided Texas SmartBuy link.

POSTED

DEADLINE

Innovative Finance and Public-Private Partnership (P3) SupportThe contract seeks to provide policy analysis and program assistance to state departments of transportation on innovative finance mechanisms, with a primary focus on public-private partnerships and alternative funding models. The work aims to support DOTs in developing and implementing financing strategies that enhance infrastructure delivery through non-traditional approaches, ensuring efficient use of public resources and improved project outcomes. The contractor will be expected to deliver expert guidance on structuring P3 transactions, evaluating financial tools, and navigating regulatory and policy landscapes related to transportation funding innovation. This subcontract is issued under the U.S. Department of Transportation, managed by the 693JJ3 Acquisition and Grants Management office, with performance centered in Washington, D.C., at the ZIP code 20590. The opportunity was posted on July 30, 2026, with a response deadline of August 24, 2026, and is classified under NAICS code 523930, which pertains to other financial investment activities. The contract does not specify a set-aside type or point of contact, and interested parties must submit proposals through the SAM.gov portal before the stated deadline to be considered for award.

693JJ3 Acquisition And Grants Mgt

POSTED

DEADLINE

HUD Section 108 Loan Feasibility & Financial AnalysisThe contract seeks qualified contractors to perform comprehensive financial feasibility studies, underwriting, and subsidy layering analysis for the HUD Section 108 Loan Guarantee Program, focusing on the development of accurate repayment models and complex layered financing structures that align with federal guidelines and local housing needs. The work will involve evaluating the financial viability of proposed projects, assessing debt service coverage, modeling multiple funding sources, and ensuring sustainable repayment scenarios that account for federal subsidies, state assistance, and private capital. This subcontract opportunity is issued by the state of Utah with a response deadline of August 13, 2026, and falls under NAICS code 523930 for other financial investment activities. While no specific place of performance or point of contact is provided, contractors must be prepared to deliver detailed analytical reports and supporting documentation that meet HUD’s strict requirements for Section 108 program compliance. The project requires deep expertise in public finance, affordable housing financing, and federal subsidies, with an emphasis on structuring capital stacks that maximize impact while ensuring long-term fiscal responsibility.

POSTED

DEADLINE

Financial and Debt Advisory ServicesThe contract provides for comprehensive financial and debt advisory services to support the Ramona Municipal Water District in issuing municipal debt and structuring bond financing to enable future capital projects made possible by an increased debt limit. The services encompass strategic financial planning, debt issuance guidance, and technical structuring to ensure optimal financing solutions that align with the district’s long-term infrastructure goals and fiscal responsibilities. The advisor will assist in navigating regulatory requirements, market conditions, and investor expectations to facilitate timely and cost-effective access to capital markets. The work is to be performed in the 92065 zip code area, reflecting the district’s operational location in California, and falls under NAICS code 523930, which classifies the service as other financial investment activities. As a subcontract, this engagement supports broader municipal initiatives that require specialized expertise in public finance, particularly in the context of enhanced borrowing authority. The services aim to strengthen financial resilience and ensure that capital projects—including water infrastructure improvements—are funded efficiently, sustainably, and in compliance with state and federal guidelines.

Ramona Municipal Water District

POSTED

DEADLINE

Investment Portfolio ExaminationThe contract involves the comprehensive examination of insurer investment portfolios to ensure adherence to state regulatory standards governing asset quality, diversification, and valuation methodologies. This includes meticulous review of fixed income securities, equity holdings, and alternative investments to determine their admissibility under statutory requirements and to assess associated risk exposure. The scope requires detailed analysis to validate that all portfolio components meet prescribed criteria for liquidity, creditworthiness, and market value accuracy, with a focus on safeguarding policyholder interests and maintaining financial stability within the insurance sector. The contract is classified as a subcontract under NAICS code 523930, issued by the Missouri Division of Purchasing Procurements through the PROC OA agency. It was posted on July 22, 2026, with a response deadline of August 14, 2026. The place of performance and specific office address are not designated, indicating potential flexibility in execution location. There is no set-aside designation provided, and no point of contact details are listed in the solicitation data. Bidders must submit proposals prior to the stated deadline to be considered for award.

PROC OA DIVISION OF PURCHASING PROCUREMENTS

POSTED

DEADLINE

Development Financing and Capital AdvisoryThe contract seeks a qualified party to provide financial structuring, equity raising, and debt placement services for a redevelopment project in Georgia, with a focus on securing funding through C-PACE or other public-private financing mechanisms. The work involves designing capital strategies tailored to the project’s needs, identifying and engaging potential equity investors, and arranging debt instruments that align with local, state, and federal funding guidelines to ensure long-term viability and cost-effectiveness. The solicitation is issued as a subcontract under the City of Albany’s procurement system, with a deadline for responses set for August 21, 2026, and the NAICS code 523930 indicates the primary focus on other financial investment activities related to real estate development. The project is located within the jurisdiction of the City of Albany in Georgia and requires expertise in navigating complex public financing programs, particularly those involving property assessed clean energy (C-PACE) instruments, municipal bonds, or public-private partnerships. While no specific point of contact or physical address is provided, all proposals must be submitted through the designated state portal by the stated deadline. The effort demands a deep understanding of Georgia’s regulatory environment, capital markets, and redevelopment funding incentives, with the selected party expected to deliver a comprehensive financial plan that supports construction timelines, minimizes risk, and maximizes available public incentives to reduce overall project costs.

POSTED

DEADLINE

Financial Advisory Services – Debt Issuance AdvisoryLone Star College is seeking financial advisory services to support the structuring, analysis, and execution of municipal debt issuance transactions with volumes exceeding $1 billion. The contractor will be responsible for providing expert guidance on debt structuring, market conditions evaluation, and end-to-end transaction support to ensure optimal financing outcomes. This subcontract opportunity is open to qualified firms with demonstrated experience in public finance advisory, particularly in navigating complex debt markets and delivering strategic recommendations tailored to municipal issuer needs. The solicitation is posted as of July 20, 2026, with responses due by August 10, 2026, and the services will be performed under NAICS code 523930, which covers other financial investment activities. All work is expected to align with the college’s financial goals and compliance requirements for public debt issuance in Texas.

Lone Star College

POSTED

DEADLINE

Retirement Plan (403(b)/401(a)) Advisory ServicesFerris State University is seeking advisory services to support the management and governance of its 403(b) and 401(a) retirement plans, with a focus on investment review, fiduciary compliance, IRS regulatory adherence, and strategies to enhance participant engagement. The subcontract opportunity is open to qualified providers who can deliver expert guidance across all aspects of retirement plan administration, ensuring alignment with federal standards and best practices in institutional retirement planning. The solicitation is posted for bid with a response deadline of August 14, 2026, and falls under NAICS code 523930 for other financial investment activities. The work is expected to be performed in support of the university’s operations in Michigan, and interested parties must submit proposals through the designated public procurement portal prior to the deadline.

Ferris State University

POSTED

DEADLINE

Investment Portfolio Management – Mid-Cap Equity FocusThe contract pertains to the active management of a mid-cap equity investment portfolio with a focus on optimizing risk-adjusted returns through strategic sector rotation, in-depth earnings analysis, and volatility control measures. The manager is expected to dynamically adjust exposures across industries based on macroeconomic indicators and company-specific fundamentals, while implementing disciplined risk protocols to mitigate downside exposure during periods of market turbulence. This approach aims to capture growth potential in the mid-cap segment without undue exposure to excessive volatility or market timing errors. The contract is classified as a subcontract under NAICS code 523930, issued by the Troup County Board of Commissioners in Georgia, with a posted date of July 16, 2026, and a response deadline of August 20, 2026. The performance location and specific point of contact are not provided, and no set-aside provisions are indicated. The contractual terms are accessible via a state procurement portal, indicating a public procurement process governed by Georgia’s procurement regulations, though no further details about funding, term length, or performance metrics are specified in the available data.

Troup County Board of Commissioners

POSTED

DEADLINE

Investment Portfolio Management – Large-Cap Equity FocusThe contract involves the management of a large-cap equity investment portfolio with primary objectives centered on accurate benchmark tracking, tax-efficient trading practices, and strategic dividend reinvestment. The focus is on optimizing returns while minimizing tax liabilities through careful timing and structuring of transactions, alongside systematic reinvestment of dividends to enhance long-term compounding. The scope requires expertise in portfolio construction and rebalancing aligned with market indices, ensuring consistent performance relative to the chosen benchmark while adhering to fiduciary standards and compliance requirements. This subcontract is solicited by the Troup County Board of Commissioners in Georgia under NAICS code 523930, with responses due by August 20, 2026. The opportunity is posted on the state’s procurement platform, and while no specific place of performance or point of contact is provided, the work is expected to be performed remotely or as directed by the agency, with no set-aside provisions specified. Interested parties must submit proposals before the deadline to be considered for award.

Troup County Board of Commissioners

POSTED

DEADLINE

Investment Portfolio Management – Small-Cap Equity FocusThe contract pertains to the active management of small-cap equity assets on behalf of TCREF, with a focus on rigorous stock selection, periodic rebalancing, continuous risk monitoring, and comprehensive performance reporting consistent with TCREF’s established investment policy. The manager is expected to implement a disciplined, research-driven approach to identify undervalued opportunities within the small-cap segment, ensuring alignment with long-term financial objectives and risk tolerance parameters while maintaining full transparency through regular and detailed performance updates. The contract is classified as a subcontract under NAICS code 523930 and is solicited by the Troup County Board of Commissioners in Georgia, with a response deadline of August 20, 2026. Though specific performance location and point of contact details are not provided, the solicitation is posted through Georgia’s government procurement portal, indicating it is part of the state’s public contracting framework. The engagement requires adherence to fiduciary standards and operational compliance appropriate for public fund management, with no set-aside requirements specified, suggesting an open competition for qualified asset managers.

Troup County Board of Commissioners

POSTED

DEADLINE

Securities Safekeeping and Collateral Management ServicesThe contract seeks a provider to deliver secure custody, continuous monitoring, and accurate reporting services for municipal securities serving as collateral, strictly adhering to the regulatory frameworks of FIRREA and the Texas Public Finance Investment Act. The services must ensure the integrity, safety, and transparency of collateral assets, with robust systems in place to meet compliance requirements and maintain accurate records for audit and oversight purposes. The role involves end-to-end management of these securities, from initial receipt and safekeeping through ongoing valuation, collateral calls, and reporting, all performed with heightened security protocols to mitigate risk and ensure regulatory alignment. The contract is classified as a subcontract under NAICS code 523930, with a response deadline of August 20, 2026, and was posted on July 16, 2026. It is procured under the Finance agency of the state of Texas, with the performance location unspecified but implied to be aligned with Texas regulatory jurisdictions. The offering entity is expected to demonstrate proven expertise in collateral management for public finance instruments, with a track record of compliance with federal and state standards, and the capacity to provide real-time reporting and audit-ready documentation. There is no set-aside specified, and the procurement is conducted through an open solicitation portal managed by OpenGov.

POSTED

DEADLINE

Endowment Fund Establishment and Financial ManagementThe contract establishes and manages a perpetual endowment fund dedicated to the ongoing financial stewardship of the Wildhawk North Preserve, ensuring sustained funding for its long-term preservation and operational needs. This includes the legal and administrative setup of a trust structure, development of a strategic disbursement plan, and implementation of investment and management protocols to preserve principal while generating reliable annual income. The effort is designed to secure funding independence for the preserve beyond short-term grants or appropriations. Administered under a subcontract by Sacramento County in California, the initiative falls under the NAICS code 523930, which pertains to other financial investment activities. The contract does not specify a solicitation number or detailed oversight contacts, and performance location details are not provided, though the effort is tied to a California preserve. Financial management must align with fiduciary standards to maintain the endowment’s integrity, with disbursements calibrated to support conservation, maintenance, monitoring, and educational programs at the site in perpetuity, all governed by the terms of the established trust.

Sacramento County

POSTED

DEADLINE

Purchase Card (P-Card) Program AdministrationThe City of Norcross is seeking a vendor to administer a cloud-based purchase card program designed for use by municipal departments, providing a comprehensive platform with robust spending controls, merchant usage restrictions, automated reconciliation tools, and detailed reporting capabilities. The solution must enable municipal users to manage card transactions efficiently while ensuring compliance, transparency, and accountability in public spending. The system should support real-time monitoring, customizable policy enforcement, and seamless integration with existing financial workflows to streamline administrative tasks and reduce manual effort. This contract is classified as a subcontract under NAICS code 523930 and is open for proposals with a response deadline of August 12, 2026. The procurement is led by the Georgia Department of Administrative Services on behalf of the City of Norcross, though specific performance location and point of contact details are not provided. The platform must be fully cloud-based and capable of serving multiple departments with scalable security, data privacy, and user access controls to meet the needs of a public sector environment. Bidders are expected to demonstrate proven experience in delivering similar solutions to government entities, with an emphasis on reliability, ease of use, and compliance with public financial management standards.

City of Norcross

POSTED

DEADLINE

Natural Gas Financial Hedging and Risk Management ServicesTransit Chicago is seeking a contractor to provide financial hedging instruments and advisory services to manage natural gas procurement risks through fixed or capped pricing structures. The scope includes deploying financial tools such as GDDA, swaps, and futures contracts to stabilize costs and mitigate volatility in natural gas expenditures. The contract is structured as a subcontract under NAICS code 523930 and is open for responses until August 6, 2026, with submissions due by 5:00 PM. The work will support Illinois-based operations and requires expertise in energy risk management, with the selected provider expected to offer strategic guidance alongside transactional execution to ensure reliable and cost-effective energy procurement. All performance is tied to the needs of Transit Chicago’s natural gas purchasing strategy.

Transit Chicago

POSTED

about 1 month ago

DEADLINE

in about 18 hours