This Government Contract opportunity from Cherokee Nation was posted on June 11, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fiduciary and Investment Consulting Services for 401(k) Retirement Plan

Closed

State & Local

Submission Closed07/10/2026, 06:00:00 AM UTC

Contract Overview

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

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NAICS: 523940

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Solicitation # 27637

The Chickasaw Nation is seeking a Financial Advisory Service Provider to support the SSBCI Capital Access Technical Assistance Program, primarily serving Chickasaw-owned, very small business, and socially and economically disadvantaged businesses in Oklahoma. The selected provider will deliver specialized financial advisory consultations on an hourly basis and conduct quarterly classroom-style seminars across various Oklahoma locations, including Duncan, Oklahoma City, Ardmore, Ada, and Thackerville. Key deliverables include financing readiness assessment reports, capital access strategy plans, financial modeling, business plans, and investor presentations, as well as facilitating referrals to state and federal programs. The program is administered through the Capital Access Division of the Department of Treasury and is governed by 2 CFR Part 200. The contract involves an estimated aggregate of 2,000 consulting and training hours with a performance period ending September 9, 2029. Proposals are due by September 14, 2026, and will be evaluated based on qualifications, alignment with the scope of work, the quality of the work plan, and budget value. Only consulting and training hours are billable, while administrative hours are excluded. Travel costs must be itemized separately, and training material costs must be integrated into the hourly rate. Award is conditioned upon the contractor's continued eligibility in the System for Award Management and compliance with federal non-discrimination and labor standards. Invoicing is conducted monthly with net 30 payment terms.

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Request for Proposal- SBOP- Financial Advisory Ser

Solicitation # 27633

The Chickasaw Nation is seeking a Financial Advisory Service Provider for the SSBCI Investing in America Small Business Opportunity Program (SBOP) to support very small businesses and socially and economically disadvantaged individuals (SEDI)-owned businesses. The program aims to strengthen financial operations and improve capital readiness through technical assistance and advisory services. The period of performance is estimated from late summer or early fall 2026 through February 2028, with a total workload of approximately 1,050 hours serving 40 to 50 small businesses. Key requirements include providing financial analyses, business plan development, capital access strategies, and the delivery of at least four workshops in rotating rural Oklahoma locations. The provider must also commit to recurring in-person office hours in Ardmore, Oklahoma, and other designated rural areas. Proposals are due by September 14, 2026, and will be evaluated based on the scope of services and deliverables (50 points), qualifications and experience (40 points), and budget and pricing structure (10 points). Preference is given to SEDI-owned, Chickasaw-owned, Native-owned, veteran-owned, and other minority-owned small business providers. Selected providers must comply with 2 CFR Part 200 procurement standards, Section 889 telecommunications prohibitions, and various non-discrimination and labor laws. Invoicing is conducted monthly on a net 30 basis. Interested parties should submit proposals and inquiries to kellie.rushing@chickasaw.net.

Chickasaw Nation

POSTED

19 days ago

DEADLINE

in 2 days

AI Contract Overview

The contract involves providing fiduciary consulting services for the Cherokee Nation's 401(k) retirement plan. The scope includes comprehensive support in investment oversight, ensuring compliance with relevant regulations, governance, risk management, and participant education. Services will be performed in accordance with ERISA standards to safeguard the interests of plan participants and maintain regulatory conformity. The engagement is structured as a subcontract and was posted on June 11, 2026, with a response deadline set for July 10, 2026. The contract falls under the NAICS code 523940, which pertains to investment advice services. While specific location details and points of contact are not disclosed, the contract is managed by the Cherokee Nation, emphasizing their commitment to robust fiduciary management of their retirement plan assets.

General Info

Fiduciary consulting for Cherokee Nation 401(k) plan, ensuring ERISA compliance and participant education.

Agency

Cherokee NationView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

USA

Set-Aside

NONE

Documents

This scope was carved out of 164679.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

REQUEST FOR SEALED PROPOSALS - FIDUCIARY CONSULTANT

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Timeline

PhaseClosed

PostedJun 11

subcontract

Response DeadlineJul 10

Deadline has passed

Submission Closed

07/10/2026, 06:00:00 AM UTC

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Organization & Contact Information

AgencyCherokee Nation

ContactsNo contacts available

OfficeN/A

Organization / Agency

Cherokee Nation

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Office AddressN/A

ContactsNo contact information available

Full Description

Provide fiduciary consulting services for the Cherokee Nation's 401(k) plan, including investment oversight, compliance, governance, risk management, and participant education in alignment with ERISA standards.