This Government Contract opportunity from Texas was posted on October 29, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial Advisory & Treasury Management

Closed

State & Local

Submission Closed11/21/2025, 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

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Investment Policy Advisory & Compliance MonitoringThe contract entails providing expert advice and ongoing monitoring to ensure full compliance with the East Baton Rouge City-Parish Investment Policy, focusing on the prudent management of public funds within established legal frameworks and risk tolerance levels. The successful bidder will be responsible for analyzing investment practices, identifying potential compliance gaps, and recommending adjustments to align with policy requirements, statutory limitations, and fiduciary standards. This role requires a deep understanding of municipal finance, regulatory constraints, and risk mitigation strategies to safeguard public assets while optimizing returns within acceptable parameters. The subcontract is open for bids with a response deadline of September 16, 2026, and is classified under NAICS code 523930, indicating a focus on other financial investment activities. The contract is administered by the East Baton Rouge City Parish Purchasing office under the Louisiana state agency structure, with performance expected to occur locally within the City-Parish jurisdiction. While specific point of contact details are not provided, interested parties must submit proposals through the official state procurement portal prior to the deadline to be considered for award.

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Investment Management Services

Daniel Boone Regional Library MO

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Transaction Advisory for Debt Issuance

Administrative Services

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Investment Portfolio Advisory & Asset Allocation StrategyMassHousing is seeking a contractor to provide expert strategic guidance on asset allocation, risk modeling, and investment policy development for its bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts. The contractor will be responsible for advising on the optimal structure and management of these financial portfolios to ensure alignment with statutory obligations, risk tolerance, and long-term financial objectives. This includes analyzing market conditions, evaluating investment alternatives, and recommending policies that enhance returns while protecting principal and liquidity. The opportunity is classified as a subcontract under NAICS code 523930 and has a response deadline of September 24, 2026. Performance will be centered in Boston, Massachusetts, with a specific place of performance listed as 02108. Interested parties must submit their proposals by the stated deadline, and while no set-aside details are specified, the engagement is intended to support MassHousing’s critical financial operations through tailored investment advisory services. The contract does not include a solicitation number or designated point of contact, and all submissions must be made through the provided online portal.

POSTED

DEADLINE

Investment Policy & Portfolio Strategy Development

BRAZOS RIVER AUTHORITY

POSTED

22 days ago

DEADLINE

in 5 days

General Info

Agency

Texas → Alamo Area Council of GovernmentsView Agency

NAICS

523930 - Investment AdviceView NAICS

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of RFP-25-238-ACT-BANKSERVICE.

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

View the prime solicitation

Bank Depository and Refinancing Services for AACOG Complex and Affiliated Entities

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Timeline

PhaseClosed

PostedOct 29

subcontract

Response DeadlineNov 21

Deadline has passed

Submission Closed

11/21/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyTexas → Alamo Area Council of Governments

ContactsNo contacts available

OfficeN/A

Organization / Agency

Texas → Alamo Area Council of Governments

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Advisory services focused on optimizing interest rates, sweep account yields, earnings credit rate, and compliance with public fund investment policies.