This Solicitation opportunity from North Carolina was posted on May 27, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial Advisory Services

Closed

281-RFP26178State & Local

Submission Closed06/17/2026, 05:00:00 PM 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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Southern Alberta Institute of Technology - Request for Proposal - Investment Advisory and Management Services

Solicitation # AB-2026-06176

The Southern Alberta Institute of Technology is seeking an external Investment Advisory firm to provide professional investment advisory and support services. The selected proponent will be responsible for helping the Institute develop and maintain an investment strategy aligned with its Investment Policy Statement, governance framework, and relevant regulatory requirements. The primary goal is to ensure the strategy reflects the Institute's risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability. This solicitation, identified by number AB-2026-06176, was posted on September 8, 2026, with a response deadline of October 9, 2026. The services will be performed in Alberta, and inquiries are directed to the primary point of contact, Tony Krajnc.

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Gilbert Public Schools is seeking a provider for Retirement Financial Advisory Services under solicitation number 27-17-31. The district, based in Gilbert, Arizona, supports over 30,000 students and 4,000 employees across various educational facilities and administrative offices. The solicitation was posted on September 4, 2026, with a response deadline of September 25, 2026. Interested parties should direct inquiries to the Purchasing Manager, Barbie Wells, and submit their responses through the designated procurement portal.

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403(b) and 457(b) Plan Recordkeeping and Administrative Services

Solicitation # 09232026-1400

Spotsylvania County Public Schools is seeking proposals under solicitation RFP-127047 to establish an institutionally based investment, administration, and recordkeeping platform for its 403(b) and 457(b) plans. The agency is open to either a single vendor or a dual vendor solution to provide these services. The project falls under NAICS code 523940 and will be performed in Fredericksburg, Virginia. The proposal process began with a request issued on August 26, 2026, with a final response deadline of September 23, 2026, at 2:00 PM local time. Submissions must be made via eVA. A subsequent addendum issued on September 2, 2026, revised the description of third-party administrator services and requires offerors to acknowledge receipt and acceptance within their proposals. The comprehensive scope of work includes recordkeeping, administration, cybersecurity requirements, participant services, and communications.

Spotsylvania County Public Schools

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Investment Advisor and Management Services

Solicitation # 12478

The City of Greensboro, North Carolina, is soliciting proposals under event 12478 for nondiscretionary investment advisor and management services to support the Financial and Administrative Services Department. This solicitation, categorized under NAICS code 523940, was issued on September 1, 2026, with a response deadline of September 23, 2026. The anticipated contract is for a three-year term beginning December 1, 2026. Interested vendors must submit their proposals via the GePS website, and are encouraged to do so 24 hours before the deadline to avoid potential service interruptions. The selection process includes a review of minimum vendor requirements and a specific evaluation of local preference for businesses within the Guilford County Economic Development Alliance area. While the local preference policy provides qualification points for service contracts, it remains subordinate to the City's Minority and Women Business Enterprise policy in the event of a conflict. Primary contact for this procurement is Shadi Zeidan. Questions regarding the RFP must be submitted by September 14, 2026.

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Request for Qualifications (RFQ) to Provide Financial (Municipal) Advisory Services

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RFP270183 Active US Aggregate Core Plus Fixed Income Investment Management Services

Solicitation # RFP270183

The Ohio Bureau of Workers’ Compensation (BWC) is seeking multiple investment managers to provide Active U.S. Aggregate Core Plus Fixed Income Investment Management Services for the State Insurance Fund. The target allocation for this mandate is approximately 33% of the fund, totaling roughly $6.9 billion. Selected managers will be expected to achieve capital appreciation and outperform the Bloomberg U.S. Aggregate Index and peer group medians over three, five, and ten-year periods. Portfolios must consist of U.S. dollar denominated securities eligible for the benchmark index, with plus sectors such as high yield and emerging markets generally limited to 30% of the portfolio. To qualify, firms must be SEC-registered investment advisors or regulated national banks with at least $25 billion in total firm assets under management and $20 billion in total fixed income assets. Additionally, they must demonstrate at least $3 billion in the specific proposed strategy, $500 million in a single separately managed account, and seven years of performance history against the benchmark. The contract features an initial five-year term with the option for unlimited five-year renewals at the BWC's discretion. Proposals must be submitted in sealed three-ring binders, including one original, two hard copies, and one electronic PDF version on a USB drive, by September 24, 2026, at 2:00 PM ET.

Bur Of Workers' Compensation

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Active U.S. Aggregate Core Plus Fixed Income Investment Management Services

Solicitation # RFP270183

The Ohio Bureau of Workers’ Compensation (BWC) is seeking to contract with multiple investment managers to provide Active U.S. Aggregate Core Plus Fixed Income Investment Management Services for the State Insurance Fund. The target allocation for this strategy is approximately 33% of the fund, valued at roughly 6.9 billion dollars. The primary objective is to achieve capital appreciation and outperform the Bloomberg U.S. Aggregate Index and peer group manager total return medians over three, five, and ten-year periods, net of fees. The contract features an initial five-year term with the option for additional five-year renewals at the sole discretion of the BWC. To qualify, managers must be SEC-registered or regulated national banks with significant assets under management, including at least 25 billion dollars in firm AUM, 20 billion dollars in total fixed income AUM, and 3 billion dollars in the specific proposed strategy. Additionally, firms must demonstrate at least seven years of performance history against the Bloomberg US Aggregate Index and assign a lead portfolio manager with at least three years of relevant experience. Selected managers must act as fiduciaries, adhere to the BWC Investment Policy Statement, and provide monthly performance reports and electronic trading transmissions to the designated sub-custodian and master record-keeper. Proposals must be submitted in sealed three-ring binders to the BWC Procurement Department in Columbus, Ohio, by September 24, 2026. The selection process is based on best value, and BWC reserves the right to negotiate fees with finalist candidates. Awardees must comply with various state and federal certifications, including non-discrimination laws, anti-boycotting agreements regarding jurisdictions like Israel, and prohibitions on the use of public funds for offshore services in Russia. Payment will be handled via electronic fund transfers generally within thirty calendar days of invoice receipt.

Bur Of Workers' Compensation

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RFP 27-009 Financial Advisor Services

Solicitation # 27-009

The County of Dona Ana, New Mexico, is soliciting proposals under RFP 27-009 for a professional financial advisor to serve as an independent consultant on debt financing projects. The selected advisor will manage bond financing processes and negotiate alternatives for revenue bonds, general obligation bonds, public improvement districts, debt refinancing, and countrywide investment policies. Services are provided on a task order basis, with the initial contract term running from the date of award until June 30, 2020, and including an option for three additional one-year renewals for a total duration not to exceed four years. Proposals must be submitted electronically via the County's Workday Strategic Sourcing website by 2:00 p.m. MST on September 28, 2026. Award decisions are based on qualifications-based competitive sealed proposals, evaluating the offeror's response to the scope of work, the financing team's experience with New Mexico public finance and local government debt issuance, and cost. Preference points are available for certified New Mexico resident businesses and resident veteran businesses with annual gross revenues up to 3 million dollars. The contractor must adhere to strict compliance standards, including the Americans with Disabilities Act, Title VI of the Civil Rights Act of 1964, and various state and federal non-discrimination laws. Required submission documents include a cover letter, narrative response, cost proposal, references, and several disclosure forms regarding campaign contributions, related parties, debarment, and non-collusion. Payment is processed via ACH, and the contract is contingent upon the allocation of sufficient county appropriations.

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Washington Saves - Program Administration and Investment Management

Solicitation # 28170

The Washington State Governing Board is seeking proposals for the Washington Saves program, a retirement savings initiative scheduled to launch in July 2027. This program is designed to provide workers without existing workplace retirement plans a streamlined method to save for retirement via payroll deductions. The solicitation seeks qualified bidders to provide Program Administrative Services, Investment Management Services, or a combination of both. Administrative responsibilities include recordkeeping, IRA administration, custody, customer service, platform operations, data security, and marketing support. The competitive solicitation was posted on August 24, 2026, with a final deadline for bid submissions on October 9, 2026. Key milestones include a pre-bid conference on September 1, a notice of intent to submit by September 3, and a question deadline of September 15. Interested parties must register through the WEBS portal to access the full RFP and should direct all inquiries to the Procurement Coordinator, Jonathan Herrera.

Washington Saves Governing Board

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Independent Registered Municipal Advisor (IRMA) Services

Solicitation # 269-2027-2207

The City of Charlotte is seeking an Independent Registered Municipal Advisor (IRMA) to provide professional financial services for the Metropolitan Public Transportation Authority (MPTA). The selected advisor will be responsible for developing a comprehensive 20-year financial plan and debt affordability model, establishing the MPTA as a new credit entity, managing rating agency engagement, and executing debt issuance. Additionally, the IRMA will guide the MPTA through the North Carolina Local Government Commission approval and reporting processes, including the submission of LGC-129 and LGC-131 notices. The advisor must operate under SEC Municipal Advisor Regulations and MSRB compliance, maintaining a fiduciary responsibility to act in the best financial interest of the MPTA. This solicitation, identified as RFQ 269-2027-2207, requires firms to be registered with the North Carolina Secretary of State. Proposals are evaluated based on the firm's qualifications, relevant experience, availability of key team members, and the proposed methodology and approach. The contract includes strict adherence to federal requirements, including Buy America provisions, non-discrimination laws, and wage and hour protections. Submission of a Statement of Qualifications is required via the Bonfire procurement portal by September 29, 2026, with a maximum narrative limit of 15 pages. Pricing is structured around an annual retainer and proposed solution costs spanning a five-year period.

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Request for Proposal-TA- Financial Advisory Servic

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

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19 days ago

DEADLINE

in 2 days

AI Contract Overview

The City of Winston-Salem is seeking proposals from qualified financial advisory firms to provide expert advisory services as outlined in the request for proposals. The solicitation targets firms with demonstrated experience serving as financial advisors to some of the largest cities or counties in North Carolina, emphasizing a preference for those with a strong local presence and proven expertise. Interested firms, referred to as proposers, must submit their proposals by the specified deadline. The solicitation, titled "Financial Advisory Services," was posted on May 27, 2026, with a response deadline of June 17, 2026. The procurement is managed under the umbrella of state and local government entities (SLED) through the City of Winston-Salem, North Carolina. Russell Frye is the primary point of contact for this opportunity. While the solicitation does not specify a set-aside type or NAICS code, it directs proposers to detailed information available on the North Carolina electronic procurement portal. The services are to be performed within North Carolina.

General Info

City of Winston-Salem seeks experienced local financial advisory firms; proposals due June 17, 2026.

Agency

North Carolina → City of Winston-SalemView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

NC, USA

Set-Aside

NONE

Documents

(1)

RFP26178 Financial Advisory Services

PDF•rfp

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedMay 27

Solicitation

Response DeadlineJun 17

Deadline has passed

Submission Closed

06/17/2026, 05:00:00 PM UTC

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Organization & Contact Information

AgencyNorth Carolina → City of Winston-Salem

Contacts1 person available

OfficeNC, USA

Organization / Agency

North Carolina → City of Winston-Salem

View Agency Profile

Office AddressNC, USA

Contacts

Russell Frye

Full Description

The City is requesting proposals from qualified financial advisory service firms in accordance with the specifications outlined in this request for proposals (“RFP”). The City has prequalified experienced firms presently serving as financial advisor to one or more of North Carolina’s largest cities or counties by population. “Proposer” refers to any qualified firm submitting