This Sources Sought opportunity from Department Of Labor was posted on February 1, 2021. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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EBSA - Form 5500 Data Subscription

Closed

1605C1-21-N-00004Federal

Submission Closed02/17/2021, 07:00:00 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

SLED

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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

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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

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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

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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.

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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.

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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.

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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.

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Investment Fund Due Diligence and Menu Design SpecialistThis subcontract opportunity is for an Investment Fund Due Diligence and Menu Design Specialist to support prime contractors on State of Illinois fiduciary service projects. The selected specialist will be responsible for performing initial due diligence, designing investment menus, and conducting both qualitative and quantitative analyses of potential investment funds. Key duties include monitoring watch lists for underperforming funds and recommending removals to ensure optimal portfolio performance. The role requires professional certifications such as RIA, CFA, or CFP, and proficiency in financial analysis software like Morningstar or Bloomberg. Deliverables include comprehensive due diligence reports, proposed menu designs, and ongoing monitoring reports. The work is based in Chicago, Illinois, under NAICS code 523930, and was posted on January 27, 2026.

POSTED

DEADLINE

Title and Escrow Services for Gift Deed Transfer

POSTED

DEADLINE

Title and Escrow Services for Property Transfer

City of Hermosa Beach

POSTED

12 months ago

DEADLINE

N/A

General Info

Agency

Department Of Labor (oasam)

NAICS

523930 - Investment Advice

Place of Performance

Set-Aside

NONE

Documents

RFI 1605C1-21-N-00004: EBSA – Form 5500

rfi

Low

Draft+PWS+Form+5500+Data+Subscription.pdf

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Timeline

PhaseClosed

PostedFeb 1

Sources Sought

Response DeadlineFeb 17

Deadline has passed

Submission Closed

02/17/2021, 07:00:00 PM UTC

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Organization & Contact Information

AgencyDepartment Of Labor (oasam)

Contacts2 people available

OfficeWASHINGTON, DC, 20210, USA

Organization / AgencyDepartment Of Labor (oasam)

Office AddressWASHINGTON, DC, 20210, USA

Contacts

DaVeana Johnson

contact@example.gov

+1 (555) 000-0000

Deborah Worrells

contact@example.gov

Full Description

In support of its mission, EBSA uses enhanced Form 5500 data to identify trends in retirement plan funding, service providers, fees, and investments. Mapping Form 5500 data to other financial information, including SEC filings, improves EBSA's ability to identify plans and service providers that might be at risk. To accomplish these goals effectively and efficiently, EBSA requires access to edited Form 5500 data mapped with SEC, FINRA, and investment performance data that the agency can easily download and analyze. The purpose of this RFI is to better understand the population of qualified and capable vendors that might provide Form 5500 enhanced data subscription services.

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