This Government Contract opportunity from Arizona was posted on October 1, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Endowment Financial Planning & Advisory Services

Closed

State & Local

Submission Closed10/22/2025, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 523930

New

SLED

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Fresno County

POSTED

12 months ago

DEADLINE

N/A

AI Contract Overview

The City Managers Office in Arizona is seeking a subcontractor to provide Endowment Financial Planning and Advisory Services. The selected provider will be responsible for delivering comprehensive investment strategies, detailed risk assessments, portfolio management, and necessary compliance reporting specifically tailored for municipal endowment funds. This opportunity is categorized under NAICS code 523930. Interested parties must submit their responses by the deadline of October 22, 2025, following the posting date of October 1, 2025.

General Info

Arizona City Managers Office seeks endowment financial planning subcontractor by October 22, 2025.

Agency

Arizona → City Managers Office

NAICS

523930 - Investment Advice

Place of Performance

AZ, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-011.

The full solicitation package (6 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Request For Proposal: Endowment Financial Planning Services

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedOct 1

subcontract

Response DeadlineOct 22

Deadline has passed

Submission Closed

10/22/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyArizona → City Managers Office

ContactsNo contacts available

OfficeN/A

Organization / AgencyArizona → City Managers Office

Office AddressN/A

ContactsNo contact information available

Full Description

Provide investment strategy, risk assessment, portfolio management, and compliance reporting for municipal endowment funds.

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