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Endowment Investment and Fiscal Management

Active

Grant

Response Deadline01/13/2027, 05:00:00 AM UTC

Contract Overview

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

AI Contract Overview

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The Endowment Investment and Fiscal Management subcontract provides specialized financial management and investment services for prime contractors working on National Endowment for the Humanities grant projects. The primary objective is to establish restricted endowment accounts and manage the investment of principal to ensure funds remain intact for a period of 20 years. This is achieved through the implementation of professional investment portfolio management systems designed to generate income specifically for humanities purposes. The selected provider is responsible for delivering a managed investment portfolio and producing annual financial statements to maintain transparency and accountability. This engagement falls under NAICS code 523930 and is managed through the National Endowment for the Humanities, with a response deadline set for January 13, 2027.

General Info

Financial management and investment services for NEH grant endowments through January 13, 2027.

Agency

National Endowment For The Humanities

NAICS

523930 - Investment Advice

Place of Performance

Not specified

Set-Aside

NONE

Documents

This scope was carved out of 20270113-CHE.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Endowments for Advancing the Humanities

AI Contract Breakdown

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Timeline

PostedNov 2

subcontract

Response DeadlineJan 13

Submission deadline

Response Deadline

01/13/2027, 05:00:00 AM UTCin 2 months

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Organization & Contact Information

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AgencyNational Endowment For The Humanities

ContactsNo contacts available

OfficeN/A

Organization / Agency

National Endowment For The Humanities

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies financial management and investment services for prime contractors on National Endowment for the Humanities (NEH) grant projects. Establishes restricted endowment accounts, manages investment of principal, and provides financial reporting on income generated for humanities purposes. Ensures principal remains intact for 20 years using investment portfolio management systems. Delivers managed investment portfolio and annual financial statements.

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