This Solicitation opportunity from New York was posted on March 5, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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City of New York Deferred Compensation Plan Small Cap Equity Fund

Closed

20260226035State & Local

Submission Closed04/02/2026, 08:30:00 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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RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult

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The Columbus Consolidated Government is soliciting proposals under RFP No. 27-0011 for professional investment consultant services to support the Public Employee Retirement Systems Pension and Benefit Trust Fund. This annual contract, intended to run for five years from April 1, 2027, through March 31, 2032, covers the Major Disability Income, Death Benefit, General Government, and Public Safety plans. The selected consultant will provide comprehensive consulting, custodial, and fiduciary services, including monthly asset allocation analysis, market projections, manager selection and due diligence, and board support such as creating orientation packages and providing training to meet O.C.G.A.§47-1-17 requirements. Additionally, the consultant must coordinate with actuaries, assist with government surveys, and handle paperwork for class action suits while adhering to ERISA and CFA Institute professional standards. Proposals will be evaluated based on the most advantageous terms to the City, with scores averaged and ranked by an evaluation committee. Applicants must submit a single PDF file via the OpenBids portal by the December 9, 2026, deadline. Required documentation includes a transmittal letter, E-Verify affidavit, conflict of interest affidavit, business license, W-9, and resumes for key account executives. The contract mandates strict adherence to the Procurement Ordinance of Columbus, Georgia, and various federal non-discrimination and labor laws. Standard payment terms are net 30 days, and the proposal must remain binding for at least 180 days from the submission date.

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Solicitation # AB-2026-07245

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The City of Cheyenne is soliciting proposals under RFP 2-27 from SEC-registered investment advisory firms to actively manage an investment portfolio of approximately 100 million dollars. The selected firm will be responsible for executing securities purchases and sales, providing investment advice and reporting, and reviewing the City's investment policies and procedures. All activities must comply with the laws of the State of Wyoming and the City's Investment Policy Statement, prioritizing the safety and preservation of principal, maintenance of liquidity, competitive rates of return, and local community investment. The contract is structured as a professional services agreement with an initial four-year term and two optional one-year extensions. Proposals must be submitted via a two-step process consisting of a technical proposal and a separate price proposal, with a final submission deadline of January 8, 2027. Evaluation is based on a weighted scoring system where the lowest cost receives the maximum score for the cost criterion, and the City may conduct interviews to further evaluate qualifications. Required qualifications include proof of bonding up to 5 million dollars, submission of SEC Form ADV Parts 1 and 2, and documentation of cybersecurity and disaster recovery capabilities. Selected advisers must provide detailed monthly reports covering benchmark comparisons, sector allocation, and compliance summaries.

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RFP-Private Equity Consultant Services

Solicitation # BPM059488

The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support the Board of Trustees for the Maryland State Retirement and Pension System. The scope of work covers private equity, private credit, private infrastructure, and private real assets, excluding real estate. The selected contractor will provide strategic consulting, deal sourcing, and due diligence, while assisting the CIO and Investment Division with goal development, risk monitoring, and the preparation of annual fund targeting and subscription pacing plans. Deliverables include regular reporting, research on specific investment issues, and attendance at Investment Committee and Board of Trustees meetings. The contract is for an initial five-year term, approximately from March 1, 2027, to February 29, 2032, with the option for two additional one-year renewals. Awarding will be based on the most advantageous proposal, evaluated through a technical ranking of good, better, or best across criteria including technical response, questionnaire answers, experience, and economic benefit to the state, followed by a financial analysis. Minimum qualifications require offerors to have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Compliance requirements include the submission of a Conflict of Interest Affidavit, adherence to commercial nondiscrimination policies, and the maintenance of professional indemnity and D&O insurance. Contractors must also comply with specific cybersecurity and remote access standards for data systems. Proposals must be submitted in two separate volumes: a technical proposal submitted electronically and a financial proposal submitted both physically and electronically. All records related to the contract must be maintained for five years following final payment.

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RFP-Private Equity Consultant Services

Solicitation # BPM059488

The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support its Private Markets Programs, which encompass private equity, private credit, private infrastructure, venture capital, and private real assets. The selected contractor will assist the CIO and Investment Division in developing strategies, conducting operational due diligence, managing a rolling three-year investment pipeline, and identifying emerging managers with less than $2 billion in assets under management. Additionally, the consultant must provide research and recommendations for the Board of Trustees and Investment Committee, including specific evaluations regarding ESG and DEI factors. The contract features an initial five-year term from 2024 to 2029, with the agency holding the option for two successive one-year renewals. Award decisions will be based on a technical and financial evaluation using a Good, Better, or Best ranking system, prioritizing the technical response to the scope of services, proposal questionnaire responses, experience and references, and economic benefit to the State of Maryland. Qualified offerors must have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Strict compliance requirements include maintaining $5 million in Directors and Officers liability insurance and $3 million in Errors and Omissions/Professional Liability insurance, including cyber coverage. Contractors must submit a Conflict of Interest Affidavit and provide periodic updates to ensure ethical compliance under COMAR 21.05.08.08. All records must be maintained for five years and made available for audit by the State of Maryland. Proposals must be submitted in two separate volumes, with the technical proposal provided electronically and a redacted version submitted for Public Information Act requests.

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Fixed Income Investment Manager

Solicitation # AIDEA27-017

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Solicitation # FIN-2610

The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

State University of New York (SUNY)

POSTED

DEADLINE

Retirement Plan Consultant RFP

Solicitation # 2140348

The State University of New York (SUNY) is seeking a full-service retirement plan consulting firm to serve as a fiduciary for its Defined Contribution Retirement Plans, including the ORP, VSP, VDC, and Pre-1990 plans. The selected contractor will act as a fully integrated extension of the University-wide Benefits Office, providing objective third-party investment advice, governance support, and participant engagement. The scope of work involves managing a complex multi-vendor environment consisting of four recordkeepers—TIAA, Fidelity, Corebridge, and Voya—and 62 active investment options. The contract is for an initial term of three years, with the possibility of a two-year extension. To qualify, bidders must demonstrate significant experience, including having provided similar consulting services within the last five years to at least five public or private DC plan sponsors with aggregate assets under advisement of at least one billion dollars, including at least one higher-education institution. Bidders must also be willing to assume fiduciary responsibilities, possess experience analyzing annuity contracts, and comply with New York State and federal digital accessibility regulations. The contract will be awarded based on best value, determined by a composite score of technical, cost, and presentation evaluations. Additionally, the procurement includes specific MWBE goals, with a total participation target of 30 percent, consisting of 16 percent for Minority-Owned Business Enterprises and 14 percent for Women-Owned Business Enterprises.

State University of New York (SUNY)

POSTED

11 days ago

DEADLINE

in 19 days

AI Contract Overview

The New York City Deferred Compensation Plan is soliciting proposals from qualified vendors to provide US small-cap equity core investment management services for its Small Cap Equity Fund. The primary objective of the fund is to achieve long-term capital growth by investing in smaller, rapidly growing companies. Interested vendors must submit their product information to Segal Marco Advisors by 4:30 P.M. Eastern Time on April 2, 2026. This solicitation is managed by the Office of Labor Relations under solicitation number 20260226035. The City encourages proposals from small businesses, New York City-based firms, and certified minority-owned or women-owned businesses, including those utilizing partnering arrangements. Primary contact for this opportunity is Elizabeth Krupa.

General Info

NYC Deferred Compensation Plan seeks US small-cap equity investment management proposals by April 2026.

Agency

New York → Office Of Labor Relations

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Not specified

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedMar 5

Solicitation

Response DeadlineApr 2

Deadline has passed

Submission Closed

04/02/2026, 08:30:00 PM UTC

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Organization & Contact Information

AgencyNew York → Office Of Labor Relations

Contacts1 person available

OfficeN/A

Organization / AgencyNew York → Office Of Labor Relations

Office AddressN/A

Contacts

Elizabeth Krupa

contact@example.gov

+1 (555) 000-0000

Full Description

The New York City Deferred Compensation Plan (the Plan) is seeking qualified vendors to provide US small-cap equity core investment management services for the Small Cap Equity Fund (the Fund) investment option of the Plan. The objective of the Fund is to provide long term growth of capital by investing primarily in the stocks of smaller rapidly growing companies. To be considered, vendors must submit their product information to Segal Marco Advisors at the following e-mail address: contact@example.gov. Please complete the submission of product information no later than 4:30 P.M. Eastern Time on April 2, 2026.

Consistent with the policies expressed by the City, proposals from certified minority-owned and/or women-owned businesses or proposals that include partnering arrangements with certified minority-owned and/or women-owned firms are encouraged. Additionally, proposals from small and New York City-based businesses are also encouraged.

PIN: 214260000184