This Government Contract opportunity from Georgia was posted on July 7, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

Bond Issuance Planning and Market Support

Closed

State & Local

Submission Closed07/15/2026, 05:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523930

New

SLED

Municipal Debt & Bond Issuance AdvisorThis subcontract opportunity is for a Municipal Debt and Bond Issuance Advisor to provide expert advisory services for prime contractors working on South Jersey Ports projects. The selected advisor will be responsible for transaction management regarding debt issuance, the development of credit strategies and bond structures, and the creation of marketing strategies for distributing New Jersey securities. A critical component of the role involves performing sophisticated cash flow analysis through the use of financial modeling software. The position requires deep specialized expertise in municipal bond regulations and New Jersey securities laws to deliver effective financing strategies and structure recommendations. Interested parties should note that the response deadline for this solicitation is November 17, 2026, and the work falls under NAICS code 523930.

POSTED

DEADLINE

Fiduciary Investment Support and Benchmarking ServicesThe City of Brookside Village is seeking a subcontractor to provide fiduciary investment support and benchmarking services for its retirement projects. The selected provider will offer professional investment guidance and fiduciary oversight to prime contractors, with primary responsibilities including the development of Investment Policy Statements, the performance of fee-benchmarking for investment menus, and the preparation of comprehensive reporting packages for auditors and the City Council. This engagement requires a formal written acknowledgment of Analog Fiduciary Standards, specifically adhering to ERISA 3(21) or 3(38) guidelines. Key deliverables for the contract include the finalized Investment Policy Statements, quarterly reporting packages, and detailed benchmarking reports. Interested parties must submit their responses by November 4, 2026.

CITY OF BROOKSIDE VILLAGE

POSTED

DEADLINE

Public Finance Debt Advisory ServicesThis subcontract for Public Finance Debt Advisory Services supports the University of North Carolina at Chapel Hill by providing specialized analysis of debt profiles and capacity. The selected contractor will evaluate current debt levels, assess incremental capacity under both baseline and stress scenarios, and benchmark the university's financial position against peer public institutions. The primary deliverables include comprehensive debt capacity reports and strategic structuring recommendations. To be eligible, contractors must be registered with the North Carolina Secretary of State. The opportunity was posted on September 22, 2026, with a response deadline of October 19, 2026. The services fall under NAICS code 523930 and are managed by the state of North Carolina for the UNC Chapel Hill agency.

POSTED

DEADLINE

Retirement Plan Conversion Advisory ServicesThe Retirement Plan Conversion Advisory Services subcontract involves the professional transition of an existing 401(k) plan into a qualified governmental plan for prime contractors working on Cowlitz Indian Tribe projects. The selected provider will offer legal and structural guidance, establish a new investment lineup, and create a formal Investment Policy Statement to ensure full compliance with federal and tribal standards. To qualify for this engagement, the contractor must hold professional fiduciary certification and maintain errors and omissions insurance. The project concludes with the delivery of a fully converted plan structure and a finalized Investment Policy Statement. Responses for this opportunity are due by October 15, 2026.

POSTED

DEADLINE

Investment Governance and Policy ConsultantThe Investment Governance and Policy Consultant subcontract for the Parkland Health and Hospital System focuses on evaluating the structural governance of investment plans for prime contractors. The selected consultant will review investment policies, procedures, and the processes used for selecting and delegating investment management, utilizing Investment Policy Statement benchmarking tools to ensure effectiveness. Qualified candidates must possess specific experience in government investment governance to deliver a comprehensive governance review report and a formal compliance opinion. This opportunity was posted on September 18, 2026, with a response deadline of October 19, 2026, falling under NAICS code 523930.

Parkland Health and Hospital System

POSTED

DEADLINE

Financial Advisory & Strategic AnalysisThe Financial Advisory and Strategic Analysis subcontract, managed by the County Executive Office of Budget and Finance in California, provides expert economic analysis and strategic investment guidance for prime contractors on County of Orange financial projects. The scope of work includes granting access to economists and strategists, issuing credit rating reports, and delivering specialized training to County staff through the use of proprietary financial modeling software. Qualified providers must hold professional certifications such as a CPA or CFA to deliver the required economic reports, credit analysis documents, and training sessions. This opportunity, categorized under NAICS code 523930, was posted on September 17, 2026, with a response deadline of October 21, 2026.

County Executive Office - Budget & Finance

POSTED

DEADLINE

Investment Advisory and Portfolio ManagementThis subcontract for Investment Advisory and Portfolio Management involves the fiduciary management of separate investment portfolios for prime contractors associated with School Board of Brevard County projects. The selected provider will be responsible for quoting and placing orders for the purchase and sale of securities, ensuring strict compliance with bond covenants and state statutes, and delivering professional training on fixed-income securities. The contractor must utilize specialized portfolio management software featuring encryption for financial data and mark-to-market valuation capabilities. Deliverables include comprehensive investment reports on a monthly, quarterly, and yearly basis. This opportunity is managed by the Florida FIN-Accounting Services agency under NAICS code 523930, with a response deadline of October 14, 2026.

FIN-Accounting Services/9310

POSTED

DEADLINE

Investment Advisor / Fund ManagerThis subcontract with Head Start of Greater Dallas involves the provision and management of investment options for prime contractors. The selected advisor or fund manager is responsible for developing plan options, delivering investment portfolio options, and providing individual investment counseling to employees. Additionally, the contractor must report on investment rating performance to ensure transparency and effectiveness. The agreement requires the provider to maintain fiduciary certification and provide full disclosure regarding any incentives or conflicts of interest. This opportunity, categorized under NAICS code 523930, was posted on August 27, 2026, with a response deadline of November 9, 2026.

HEAD START GREATER DALLAS, INC

POSTED

DEADLINE

Accelerated Payments Administration for Small Business SubcontractorsThis subcontract, administered by the Defense Logistics Agency under the Department of Defense, focuses on the administration of accelerated payments for small business subcontractors. The primary objective is to ensure full compliance with FAR 52.232-40, which mandates prompt invoicing and the processing of payments within a 15-day window. The contract is categorized under NAICS code 523930 and was posted on August 14, 2026. It establishes a structured financial framework to support small business liquidity by streamlining the payment cycle for services rendered.

Defense Logistics Agency

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

Escrow and Closing Coordination ServicesThe contract encompasses the facilitation of real estate closing services for transactions within Los Angeles County, specifically centered around the 90290 zip code. It involves comprehensive fund handling, secure disbursement of proceeds, and accurate recording of all legal documents with county authorities to ensure compliance and title clarity. The service provider is responsible for coordinating communication and documentation between buyers, sellers, lenders, and county offices to streamline the closing timeline and reduce administrative delays. This subcontract supports the agency’s operational needs by ensuring closing procedures are executed efficiently and in accordance with local regulations. The work is governed under NAICS code 523930, which classifies it as other real estate activities, and is intended to enhance the reliability and speed of property transfers within the jurisdiction. All activities must be performed in alignment with county protocols, with emphasis on accuracy, timeliness, and security of financial and legal transactions.

POSTED

DEADLINE

Strategic Investment & Capital Leadership for OSCThis contract involves subcontracted support for the recruitment of investment professionals to serve the Office of Strategic Capital (OSC) within the Department of Defense. The focus is on sourcing candidates with private-sector expertise, specifically targeting leaders experienced in venture capital, defense technology investments, or strategic partnerships. The effort aims to enhance OSC’s capacity by bringing in top talent capable of advancing strategic investment initiatives. The contract, titled "Strategic Investment & Capital Leadership for OSC," was posted on April 24, 2026, and falls under the NAICS code 523930, which pertains to investment advice services. The place of performance is located in Alexandria, Virginia, with the contract overseen by Washington Headquarters Services. This subcontract arrangement underscores the Department of Defense’s commitment to leveraging private-sector experience to strengthen its investment and capital leadership capabilities in critical technology and defense sectors.

Washington Headquarters Services

POSTED

6 months ago

DEADLINE

N/A

AI Contract Overview

The contract titled Bond Issuance Planning and Market Support requires the provision of comprehensive support for the planning, structuring, and market evaluation of a bond issuance. This includes full coordination with underwriters, rating agencies, and legal counsel to ensure compliance and optimal market positioning. The contractor will be responsible for preparing and delivering stakeholder presentations that communicate the financial strategy, structure, and benefits of the proposed issuance to internal and external parties. The work must be executed in alignment with municipal finance best practices and tailored to meet the objectives of the City of Stone Mountain in Georgia. All activities are expected to be completed within the timeframe specified by the submission deadline of July 15, 2026, and are classified as a subcontract under NAICS code 523930, which pertains to other financial investment activities. The project is governed under the procurement system of the Georgia Department of Administrative Services and will be performed in support of public finance initiatives within the city.

General Info

Support bond issuance planning and market positioning for City of Stone Mountain, Georgia, by July 15, 2026.

Agency

Georgia → City of Stone Mountain

NAICS

523930 - Investment Advice

Place of Performance

GA, USA

Set-Aside

NONE

Documents

This scope was carved out of PE-64450-NONST-2026-000000012.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

CITY OF STONE MOUNTAIN RFQ/RFP FOR PROFESSIONAL MUNICIPAL FINACIAL ADVISOR

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedJul 7

subcontract

Response DeadlineJul 15

Deadline has passed

Submission Closed

07/15/2026, 05:00:00 PM UTC

Find active opportunities like this

Start your free trial to discover similar active contracts, track opportunities, and build proposals with AI assistance.

Organization & Contact Information

AgencyGeorgia → City of Stone Mountain

ContactsNo contacts available

OfficeN/A

Organization / AgencyGeorgia → City of Stone Mountain

Office AddressN/A

ContactsNo contact information available

Full Description

Support bond issuance planning, structuring, and market evaluation, including coordination with underwriters, rating agencies, legal counsel, and stakeholder presentations.

Find Active Opportunities Like This

Get AI-powered intelligence on the opportunities still open

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS