This Solicitation opportunity from California was posted on January 9, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

Escrow and Loan Servicing Services

Closed

Escrow and Loan Servicing ServicesState & Local

Submission Closed02/10/2025, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523920

SLED

Investment Portfolio Manager (Bond Proceeds)This subcontract opportunity is for an Investment Portfolio Manager to provide professional guidance on the investment and management of bond proceeds for prime contractors working on South Jersey Ports projects. The selected provider will be responsible for portfolio management to balance risk and return, monitoring performance against benchmarks through analytics software, and delivering investment policy recommendations and performance reports. A CFA certification is preferred for this role. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026, at 3:00 PM. This requirement falls under NAICS code 523920 and is associated with the South Jersey Ports agency in New Jersey.

POSTED

DEADLINE

Investment Consulting and Fund AnalysisThis subcontract for Investment Consulting and Fund Analysis supports prime contractors on retirement plan projects for the Washington State Board for Community and Technical Colleges. The selected provider will deliver strategic advisory services, including the evaluation of investment funds and managers through quantitative tools and software, the development of investment policies, and the execution of quarterly reviews and annual strategy assessments. Key deliverables include the maintenance of a fund watch list and comprehensive strategy reviews. Qualified candidates must hold Investment Adviser Representative registration and the necessary securities licenses to perform these specialized financial services. The project is categorized under NAICS code 523920 and involves performance across multiple counties. Interested parties should note the response deadline of October 29, 2026.

Community and Technical Colleges, State Board for

POSTED

DEADLINE

Investment Portfolio Management ServicesThis subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

POSTED

DEADLINE

403(b) Retirement Plan AdministratorHead Start of Greater Dallas is seeking a subcontractor to serve as the 403(b) Retirement Plan Administrator. The selected provider will be responsible for the daily administration of retirement plans for prime contractors, including managing account balance fees, maintaining detailed plan documentation and work papers for federal and state agency examinations, and acting as a liaison for employee relations. To qualify, the administrator must utilize specialized retirement plan recordkeeping software and maintain professional errors and omissions insurance. The contract focuses on the delivery of managed retirement accounts and the production of comprehensive compliance reports. Interested parties must submit their responses by November 9, 2026, in accordance with the solicitation posted on August 27, 2026. This opportunity falls under NAICS code 523920 and is managed through the Texas state procurement system.

HEAD START GREATER DALLAS, INC

POSTED

DEADLINE

Active REIT Investment ManagementThis subcontract for the Pension Benefit Guaranty Corporation under the Department of Labor focuses on the active investment management of REIT equities. The selected provider will utilize professional financial data terminals and portfolio management software to execute a repeatable investment process aimed at identifying and selecting equities that outperform designated indices. The primary objective of the contract is the delivery of an actively managed portfolio of REIT equities. Classified under NAICS code 523920, the project requires the implementation of a specific investment philosophy to ensure high-performance results for the prime contractors involved in PBGC projects.

Pension Benefit Guaranty Corporation

POSTED

DEADLINE

Request for Application (RFA)- NYC Catalyst Fund II

Solicitation # 20251201024

The New York City Economic Development Corporation (NYCEDC) is seeking applications from investment fund managers who are raising capital for investment funds aligned with the NYC Catalyst Fund II program. The program aims to promote economic development within New York City, support NYCEDC’s broader impact goals, and generate financial returns. NYCEDC plans to allocate $25 million to this initiative, with commitments of up to $5 million available for each selected investment fund. Applicants should demonstrate a clear financial return strategy, a strong commitment to New York City, and align their funds with one or more of the following impact areas: supporting diverse entrepreneurship via investments in underrepresented founders, promoting economic mobility by addressing income and wealth disparities through various growth and development pathways, or focusing on high-growth innovation sectors vital to the city's economic future. Selection will be based on the qualifications and reputation of the fund managers, the fund’s investment and impact strategies, proposed financial terms, and the investment track record. NYCEDC emphasizes compliance with all applicable anti-discrimination laws and encourages participation from certified Minority and Women-owned Business Enterprises (M/WBEs). The solicitation remains open until January 2, 2029, or until the allocated funding is exhausted, with applications evaluated continuously. Multiple rounds of question submissions are permitted, with deadlines spanning from early 2026 through late 2028. Interested parties can download the RFA, submit proposals electronically, and direct inquiries to the designated NYCEDC contacts provided.

NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

This contract involves comprehensive escrow and loan servicing services for the City of El Centro in California, with a total value ranging from $500,000 to $2,000,000. The scope includes managing a loan portfolio through various tasks such as preparing monthly collection and status reports, generating loan payoff statements, setting up new loans, and monitoring clients' real estate taxes and insurance coverage to ensure compliance and proper management. All data related to the loan portfolio must be accessible to staff on an up-to-date basis via an online system, facilitating efficient and transparent management of the loans. The solicitation was posted on January 9, 2025, with a response deadline of February 10, 2025. The contract is targeted at service providers familiar with loan and escrow management, under NAICS code 523920, and is open to organizations classified as SLED (State and Local Government Entities). Interested vendors can contact Adriana Nava via email or phone for further details, and additional information is available through the provided online portal.

General Info

Agency

California → City of El Centro

NAICS

523920 - Portfolio Management

Place of Performance

CA, USA

Set-Aside

NONE

Documents

RFP for Escrow and Loan Servicing Services - City of El Centro

rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedJan 9

Solicitation

Response DeadlineFeb 10

Deadline has passed

Submission Closed

02/10/2025, 12:00:00 AM 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

AgencyCalifornia → City of El Centro

Contacts1 person available

OfficeN/A

Organization / Agency

California → City of El Centro

Office AddressN/A

Contacts

Adriana Nava

contact@example.gov

+1 (555) 000-0000

Full Description

- Loan portfolio management- Preparation of monthly collection/status reports- Preparation of loan payoffs statements- New loan set-up- Monitoring client's real estate taxes and insurance coverage- On-line system - All data and information pertaining to loan portfolio must be accessible to staff on an up-to-date basis

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