This Solicitation opportunity from New Jersey was posted on April 4, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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2026 SFY RFQ FINANCIAL ADVISOR

Closed

8388State & Local

Submission Closed05/02/2025, 03:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523940

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Investment Advisory Services

Solicitation # 26-010

Central Washington University is soliciting independent investment advisory services for the Central Washington University Retirement Plan and Voluntary Investment Plan under solicitation number 26-010. The selected vendor will provide objective fiduciary consulting, including investment monitoring, fee analysis, governance support, and strategic recommendations to university leadership and the Retirement Committee. To qualify, contractors must maintain Registered Investment Adviser status, remain independent from proprietary investment products, and adhere to public sector fiduciary standards and robust cybersecurity practices. The contract features an initial three-year term with the possibility of year-to-year extensions, not to exceed a total of eight years. Award decisions will be based on a 100-point scoring system evaluating price and specific vendor responses. Proposals must be submitted as PDF documents to Curtis Smithgall by November 20, 2026. Required submission materials include a detailed company profile and a mandatory MWBE/Diversity Plan. The contractor is expected to provide hourly rate pricing and maintain independent insurance coverage, as they are excluded from the university's insurance policies.

Central Washington University

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Investment Grade Private Placement Asset Manager Search

Solicitation # 2140196

The New York State Insurance Fund (NYSIF) is soliciting proposals under solicitation number 2140196 and contract number 2026-45-INV for Private Placement Asset Manager Services. The agency seeks qualified firms to manage one or more mandates involving Investment Grade Private Placement Corporate and Infrastructure Credit, as well as Investment Grade Private Placement Asset-Backed Credit. NYSIF anticipates awarding multiple contracts for these services, which will be performed state-wide. The initial contract term is five years, with the possibility of two optional one-year extensions. Proposals must be submitted by December 16, 2026, at 2:00 p.m. ET to Alicia Jemmott at the NYSIF Procurement Unit in Albany, New York. In accordance with State Finance Law sections 139-j and 139-k, strict communication restrictions are in place; all inquiries must be directed solely to designated staff members Alicia Dott-Jemmott and Shanee Robinson to avoid disqualification. While NYSIF encourages participation from Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran-Owned Businesses (SDVOB), the specific goals for these categories are currently set at 0.00 percent. Bidders are responsible for monitoring the NYSIF procurement website for all amendments and clarifications to ensure their proposals remain responsive.

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Venture Capital Seed Fund Program Management

Solicitation # STA26103-SSBCI_VENTURE

The State of Delaware Department of State, through the Division of Small Business, is soliciting proposals for the Venture Capital Seed Fund Program Management under the U.S. Treasury State Small Business Credit Initiative (SSBCI). The program intends to utilize approximately 30 million dollars to build resident venture capital capacity, increase deal flow for targeted state industries, and expand capital access for women, founders of color, and rural-based businesses. The primary performance goal is to achieve at least a 10:1 ratio of private capital leveraged over a 10-year period. Eligible vendors must meet the SEC definition of a venture fund and comply with SSBCI Capital Program Policy Guidelines, including conflict-of-interest standards and Treasury civil rights requirements. Proposals are due by December 2, 2026, and will be evaluated based on team qualifications and experience (40 percent), investment strategy and fund management (30 percent), compliance and reporting capabilities (20 percent), and outreach to SEDI-owned businesses (10 percent). Award decisions are based on the most advantageous proposal rather than the lowest bid. Selected vendors must adhere to strict regulatory requirements, including IRS Publication 1075 for Federal Tax Information (FTI) compliance, non-discrimination laws under Delaware Code, and the Americans with Disabilities Act. Contract administration includes 30-day payment terms, a requirement for a Supplier ID, and the potential for IRS inspections of facilities with 24-hour notice.

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M-07-27 Investment Advisory Services

Solicitation # BD-27-1381-BCC01-BCCFR-134721

Bristol Community College is soliciting proposals from qualified and experienced investment advisory firms under solicitation number BD-27-1381-BCC01-BCCFR-134721. The selected firm will provide investment advice and advisory services, supporting the College's Board and Finance Committee in meeting their fiduciary responsibilities. Key requirements include a demonstrated capability in asset allocation, portfolio construction, and risk reporting, with a specific emphasis on sustainable, mission-aligned, ESG, and socially responsible investing. The firm must be a registered investment advisor under the Investment Advisors Act of 1940 and provide an affirmative statement acknowledging its fiduciary responsibility for all discretionary investments. The contract consists of an initial 15-month term starting February 1, 2027, and ending June 30, 2028, with the option for four additional one-year renewals through June 30, 2032, contingent upon funding and performance. Proposals are due by 2:00 p.m. EST on November 12, 2026, and must be submitted in PDF format via email to Philicia Pacheco. Required documentation includes a W9 form, a non-collusion statement, tax compliance certification, and company contact information. Evaluation will be based on the firm's experience with non-profit or higher education institutions, investment philosophy, fee structures, and adherence to a professional code of ethics. The winning bidder will be required to sign a standard Commonwealth of Massachusetts contract and comply with state and federal non-discrimination and affirmative action laws.

BCC01 - Bristol Community College

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

The City is seeking proposals for Municipal Financial Advisory Services under RFP number 2027.0149. This solicitation is managed by the DAS Procurement agency in Connecticut, with Anthony Romano serving as the Project Manager and Kristopher Bottoni listed as the primary point of contact. The procurement process follows a one step unsealing method and is currently open for bidding in USD. The RFP was made available on October 22, 2026, and requires all submissions to be completed by the due date of November 19, 2026, at 4:00 PM. Interested bidders must submit any clarification questions online via ProcureWare by November 5, 2026. There is no required RFP deposit and no pre-proposal meeting scheduled for this project.

POSTED

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Solicitation # PRO27011

The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.

POSTED

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

The Asian Infrastructure Investment Bank is seeking bids from eligible and qualified providers to deliver Strategic Asset Allocation and Investment Advisory Services. This solicitation, identified by document number Doc3361616312, aims to secure professional expertise to guide the bank's investment strategies and asset distribution. Interested bidders must submit their responses by the deadline of November 4, 2026, at 08:45 UTC. The procurement process is managed by the Asian Infrastructure Investment Bank, and primary inquiries can be directed to the designated point of contact via email.

Asian Infrastructure Investment Bank

POSTED

DEADLINE

Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, identified by solicitation number 2139748, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. These accounts will operate as part of the Stable Income Fund, with insurance wrap coverage coordinated by the Plan's stable value structure manager. The contract is authorized under Section 5 of the State Finance Law and 9 NYCRR Section 9003.2, ensuring compliance with Section 457 of the Internal Revenue Code. The selected provider may be awarded a contract term of up to ten years. Proposals must be submitted to Callan LLC by 5:00 PM ET on November 18, 2026. Primary technical and submission coordination is handled by Thomas Shingler and Hannah Vieira of Callan LLC.

NYS Deferred Compensation Plan

POSTED

DEADLINE

RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

POSTED

DEADLINE

South Jersey Ports is soliciting proposals for a Financial Advisor to provide professional financial services under solicitation 49492. The selected individual or firm will be appointed by a majority vote of the SJPC Board of Directors for an initial one-year term, with the agency maintaining an option to extend the appointment for an additional year under the same rates and terms. The advisor is expected to attend regular and special Board meetings and execute a formal written contract to receive agreed-upon compensation. The scope of work involves providing comprehensive financial guidance, including transaction management for debt issuance and investment portfolio management for bond proceeds. The advisor will offer strategic consulting on capital and operating budgets, as well as expert advice on bond structures, credit, marketing strategies, and cash flow for New Jersey securities. Additionally, the advisor will support the Executive Director and CEO and the Board of Directors on various business transactions and general financial matters. Bidders must comply with New Jersey state law by disclosing political contributions to the Election Law Enforcement Commission if contract values exceed 50,000 dollars.

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DEADLINE

SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

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DEADLINE

Investment Consulting Services

Solicitation # UofSRFPCP-858934

The University of Saskatchewan is seeking proposals for the provision of Investment Consulting Services under solicitation number UofSRFPCP-858934. This procurement process is managed by the university's Procurement department and is conducted through the Bonfire electronic bidding system. Interested respondents are required to register on the Bonfire platform to access the Request for Proposal documents, submit their bids, ask questions, and receive necessary addenda and notifications. The solicitation was posted on October 13, 2026, with a response deadline set for November 13, 2026, at 8:00 PM. All communications and inquiries regarding this opportunity should be directed to the Procurement office via email. Award notifications will be posted through the bidding system, and the services will be performed within the province of Saskatchewan.

University of Saskatchewan

POSTED

15 days ago

DEADLINE

in 17 days

AI Contract Overview

The City of Elizabeth, New Jersey, has issued a Request for Qualifications to pre-qualify professional financial advisory firms for the 2026 State Fiscal Year, which ends on June 30, 2026. This solicitation seeks to identify one or more qualified individuals or firms to provide essential financial services, including the development of long-range financing plans, assistance with debt issuance and credit ratings, and ensuring compliance with SEC rules. The process is conducted through a fair and open solicitation in accordance with N.J.S.A. 40A:11-5(a)(i) and Chapter 19, P.L. 2004-N.J.S.A. 19:44A-20.5 et seq. Interested parties must submit one original and three copies of their qualification statements to Chief Financial Officer Anthony M. Zengaro by 11:00 A.M. on May 2, 2025. Proposals must include a technical section demonstrating at least 15 years of relevant experience and a corresponding cost proposal. Selected firms will be required to execute a formal contract including standard provisions for insurance, indemnification, and licensing, with final payment serving as a full release of all claims against the City.

General Info

City of Elizabeth seeks pre-qualified financial advisory firms for 2026 state fiscal year.

Agency

New Jersey → City of Elizabeth

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Not specified

Set-Aside

NONE

Documents

City of Elizabeth RFQ for Financial Advisory Services (2026 SFY)

rfq

High

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedApr 4

Solicitation

Response DeadlineMay 2

Deadline has passed

Submission Closed

05/02/2025, 03:00:00 PM UTC

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Organization & Contact Information

AgencyNew Jersey → City of Elizabeth

Contacts1 person available

OfficeElizabeth, NJ, 07201, USA

Organization / AgencyNew Jersey → City of Elizabeth

Office AddressElizabeth, NJ, 07201, USA

Contacts

Anthony M. Zengaro

contact@example.gov

+1 (555) 000-0000

Full Description

C ITY OF E LIZABETH C OUNTY OF U NION , N EW J ERSEY REQUEST FOR QUALIFICATIONS FINANCIAL ADVISORY SERVICES Contract Term 2026 State Fiscal Year (Ending June 30, 2026) SUBMISSION DEADLINE 11:00 A.M. MAY 2, 2025 ADDRESS ALL QUALIFICATIONS STATEMENT PROPOSALS IN THE FORM REQUIRED IN THE SPECIFICATIONS AND ONE (1) ORIGINAL AND (3) COPIES MUST BE DELIVERED TO: ANTHONY M. ZENGARO CHIEF FINANCIAL OFFICER CITY OF ELIZABETH 50 WINFIELD SCOTT PLAZA ELIZABETH, NJ 07201 - 2 - GENERAL INFORMATION & SUMMARY ORGANIZATION REQUESTING QUALIFICATION STATEMENTS (PROPOSAL) CITY OF ELIZABETH 50 WINFIELD SCOTT PLAZA ELIZABETH, NJ 07201 CONTACT PERSON ANTHONY M. ZENGARO CHIEF FINANCIAL OFFICER CITY OF ELIZABETH FINANCE DEPARTMENT 50 WINFIELD SCOTT PLAZA ELIZABETH, NEW JERSEY 07201 +1 (555) 000-0000 E-MAIL: contact@example.gov FAX +1 (555) 000-0000 PURPOSE OF REQUEST This document, entitled a Request for Qualifications for Financial Advisory Services, is issued by the Finance Department of the City of Elizabeth. This Request for Qualifications (RFQ) is for the sole purpose of pre-qualifying prospective financial advisory firms based on Qualification Statements and experience achieved for the above category of Financial Advisory Services. This RFQ does not constitute a bid and is intended solely to obtain qualifications from which the City of Elizabeth (“the City”) may choose a financial advisory service that best meets the City’s needs. It is the City’s intent that no statutory, regulatory, or common law bidding requirement apply to this RFQ. The City intends to award contracts for Financial Advisory Services pursuant to N.J.S.A. 40A:11-5 (a)(i) and Chapter 19, P.L. 2004-N.J.S.A. 19:44A-20.5 et seq. One or more individuals/firms may be selected to provide services. Accordingly, this RFQ is being solicited through a fair and open process. PERIOD OF CONTRACT 2026 State Fiscal Year (Ending June 30, 2026) CONTRACT FORM The successful Firm shall be required to execute the City’s contract, which includes the indemnification, insurance, termination, and licensing provisions. It is also agreed and understood that the acceptance of the final payment by Contractor shall be considered a release in full of all claims against the City arising out of, or by reason of, the work done and materials furnished under this Contract. - 3 - DETAILED REQUIREMENTS OF THE REQUEST FOR QUALIFICATIONS FOR FINANCIAL ADVISORY SERVICES 1. CITY OF ELIZABETH-FACTS AND FIGURES – The City of Elizabeth is a legal, governmental entity. The City was incorporated in 1855 and operates under N.J.S.A 40:69A-1 et seq., “the Optional Municipal Charter Law-Mayor-Council Plan”. The legislative authority and responsibilities of the City of Elizabeth is vested in the elected nine-member City Council. The executive power of the City is exercised by the Mayor who is responsible for enforcing the ordinances and general laws of the City. The City of Elizabeth is the fourth largest city in New Jersey. The City’s population is more than 135,000 and it consists of approximately 11.7 square miles of area. The City employs approximately 1,200 people. A regional center of labor, retail, manufacturing, and transportation, the City is also the County seat of Union County, attracting the corresponding concentration of government, legal and related professional services. The largest employment sectors in the City include commercial, health, transportation, construction, retail and light industry. The City’s operating budget is approximately $300 million. It provides a variety of services consisting of police and fire protection, maintenance of City streets, water and sewer systems, health and human services, park and recreational facilities, cultural activities, and refuse collection. 2. NATURE/ SCOPE OF SERVICES – The City of Elizabeth is requesting proposals from qualified individuals and firms to provide Financial Advisory Services. The City of Elizabeth receives grants from both the Federal and State governme