This Solicitation opportunity from Oklahoma was posted on August 18, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial & Business Services - Financial Advisor

Closed

OUHSC-RFP-2027-387State & Local

Submission Closed09/14/2026, 08:00:00 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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Solicitation # BD-27-1381-BCC01-BCCFR-134721

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Solicitation # 2139748

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POSTED

DEADLINE

RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

Frankfort, Ky

POSTED

9 days ago

DEADLINE

in 22 days

AI Contract Overview

The Oklahoma University Health Sciences Center is seeking a financial advisor to provide professional financial advisory services. The selected provider will support the university in managing debt issuance, developing financing strategies, and overseeing both short-term and long-term borrowing activities. This solicitation, identified as OUHSC-RFP-2027-387, was posted on August 18, 2026. Interested parties must submit their responses by the deadline of September 14, 2026, at 8:00 PM. The primary point of contact for this opportunity is Jess Dang.

General Info

OUHSC seeks a financial advisor for debt management and financing strategies by September 14.

Agency

Oklahoma University Health Sciences Center

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Not specified

Set-Aside

NONE

Documents

RFP-2027-387 Financial Advisor Services

7 pages · rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedAug 18

Solicitation

Response DeadlineSep 14

Deadline has passed

Submission Closed

09/14/2026, 08:00:00 PM UTC

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Organization & Contact Information

AgencyOklahoma University Health Sciences Center

Contacts1 person available

OfficeOK

Organization / AgencyOklahoma University Health Sciences Center

Office AddressOK

Contacts

Jess Dang

contact@example.gov

Full Description

Provide financial advisory services to support the University's debt issuance, financing strategies, and related short- and long-term borrowing activities.