This Solicitation opportunity from California was posted on April 13, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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General Investment Consultant

Closed

2026-GEN-0037State & Local

Submission Closed05/12/2026, 05:00:00 PM PDT

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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RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult

Solicitation # 27-0011

The Columbus Consolidated Government is soliciting proposals under RFP No. 27-0011 for professional investment consultant services to support the Public Employee Retirement Systems Pension and Benefit Trust Fund. This annual contract, intended to run for five years from April 1, 2027, through March 31, 2032, covers the Major Disability Income, Death Benefit, General Government, and Public Safety plans. The selected consultant will provide comprehensive consulting, custodial, and fiduciary services, including monthly asset allocation analysis, market projections, manager selection and due diligence, and board support such as creating orientation packages and providing training to meet O.C.G.A.§47-1-17 requirements. Additionally, the consultant must coordinate with actuaries, assist with government surveys, and handle paperwork for class action suits while adhering to ERISA and CFA Institute professional standards. Proposals will be evaluated based on the most advantageous terms to the City, with scores averaged and ranked by an evaluation committee. Applicants must submit a single PDF file via the OpenBids portal by the December 9, 2026, deadline. Required documentation includes a transmittal letter, E-Verify affidavit, conflict of interest affidavit, business license, W-9, and resumes for key account executives. The contract mandates strict adherence to the Procurement Ordinance of Columbus, Georgia, and various federal non-discrimination and labor laws. Standard payment terms are net 30 days, and the proposal must remain binding for at least 180 days from the submission date.

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The Chatham County Hospital Authority Trust is seeking a qualified, SEC-registered investment advisory firm to manage a portfolio of approximately 150 million dollars. The primary objective of the engagement is to provide fiduciary-standard guidance to support the funding of healthcare for indigent residents of Chatham County. The selected firm will be responsible for the annual review of the Investment Policy Statement, developing strategic asset allocations in compliance with Georgia law, and providing ongoing monitoring and rebalancing of investments. Key deliverables include periodic performance reports delivered within 30 days of each quarter-end and coordination with an independent custodian for asset safekeeping and performance reconciliation. Proposals for solicitation 26-0136-5 must be submitted as a single PDF via the Bonfire portal by December 2, 2026, at 5:00 p.m. EST. Evaluation will be based on the firm's qualifications, investment philosophy, performance reporting capabilities, and a minimum of three client references. The Trust requires strict adherence to fiduciary standards, including full disclosure of any regulatory actions or conflicts of interest within the last five years and a commitment to annual conflict-of-interest certifications. The selection process is managed by Jean Fleming, Director of Purchasing and Contracting, with the goal of finalizing the consultant selection in the first quarter of 2027.

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Lamont County - Request for Proposal - Municipal Investment Management Services

Solicitation # AB-2026-07245

Lamont County is seeking proposals from qualified proponents to provide comprehensive investment management, custody arrangements, and reporting services for its reserve funds. The selection process will prioritize the proponent capable of best fulfilling the county's specific objectives and meeting the evaluation criteria detailed within the request for proposal. This solicitation, identified as AB-2026-07245, was posted on November 2, 2026, with a response deadline of December 4, 2026. The services will be performed in Lamont County, Alberta, and primary inquiries are directed to the Chief Financial Officer, Ed Kaemingh.

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Solicitation # PA2270

The Dallas Fort Worth International Airport Board is seeking a qualified investment consulting firm to provide comprehensive investment consulting and discretionary investment management services for its public funds investment portfolio. This solicitation, identified as PA2270, is being conducted in accordance with the Texas Local Government Code and Government Code. The resulting contract will cover an initial three-year term, with options to renew for two additional one-year periods. The business enterprise goal for this project is set at 0 percent, requiring SBE+ certification to meet. Interested parties must submit their responses by the deadline of December 1, 2026.

Dfw International Airport

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Investment Advisory Services for the City of Cheyenne

Solicitation # RFP 2-27

The City of Cheyenne is soliciting proposals under RFP 2-27 from SEC-registered investment advisory firms to actively manage an investment portfolio of approximately 100 million dollars. The selected firm will be responsible for executing securities purchases and sales, providing investment advice and reporting, and reviewing the City's investment policies and procedures. All activities must comply with the laws of the State of Wyoming and the City's Investment Policy Statement, prioritizing the safety and preservation of principal, maintenance of liquidity, competitive rates of return, and local community investment. The contract is structured as a professional services agreement with an initial four-year term and two optional one-year extensions. Proposals must be submitted via a two-step process consisting of a technical proposal and a separate price proposal, with a final submission deadline of January 8, 2027. Evaluation is based on a weighted scoring system where the lowest cost receives the maximum score for the cost criterion, and the City may conduct interviews to further evaluate qualifications. Required qualifications include proof of bonding up to 5 million dollars, submission of SEC Form ADV Parts 1 and 2, and documentation of cybersecurity and disaster recovery capabilities. Selected advisers must provide detailed monthly reports covering benchmark comparisons, sector allocation, and compliance summaries.

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RFP-Private Equity Consultant Services

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The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support the Board of Trustees for the Maryland State Retirement and Pension System. The scope of work covers private equity, private credit, private infrastructure, and private real assets, excluding real estate. The selected contractor will provide strategic consulting, deal sourcing, and due diligence, while assisting the CIO and Investment Division with goal development, risk monitoring, and the preparation of annual fund targeting and subscription pacing plans. Deliverables include regular reporting, research on specific investment issues, and attendance at Investment Committee and Board of Trustees meetings. The contract is for an initial five-year term, approximately from March 1, 2027, to February 29, 2032, with the option for two additional one-year renewals. Awarding will be based on the most advantageous proposal, evaluated through a technical ranking of good, better, or best across criteria including technical response, questionnaire answers, experience, and economic benefit to the state, followed by a financial analysis. Minimum qualifications require offerors to have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Compliance requirements include the submission of a Conflict of Interest Affidavit, adherence to commercial nondiscrimination policies, and the maintenance of professional indemnity and D&O insurance. Contractors must also comply with specific cybersecurity and remote access standards for data systems. Proposals must be submitted in two separate volumes: a technical proposal submitted electronically and a financial proposal submitted both physically and electronically. All records related to the contract must be maintained for five years following final payment.

Maryland State Retirement Agency

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RFP-Private Equity Consultant Services

Solicitation # BPM059488

The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support its Private Markets Programs, which encompass private equity, private credit, private infrastructure, venture capital, and private real assets. The selected contractor will assist the CIO and Investment Division in developing strategies, conducting operational due diligence, managing a rolling three-year investment pipeline, and identifying emerging managers with less than $2 billion in assets under management. Additionally, the consultant must provide research and recommendations for the Board of Trustees and Investment Committee, including specific evaluations regarding ESG and DEI factors. The contract features an initial five-year term from 2024 to 2029, with the agency holding the option for two successive one-year renewals. Award decisions will be based on a technical and financial evaluation using a Good, Better, or Best ranking system, prioritizing the technical response to the scope of services, proposal questionnaire responses, experience and references, and economic benefit to the State of Maryland. Qualified offerors must have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Strict compliance requirements include maintaining $5 million in Directors and Officers liability insurance and $3 million in Errors and Omissions/Professional Liability insurance, including cyber coverage. Contractors must submit a Conflict of Interest Affidavit and provide periodic updates to ensure ethical compliance under COMAR 21.05.08.08. All records must be maintained for five years and made available for audit by the State of Maryland. Proposals must be submitted in two separate volumes, with the technical proposal provided electronically and a redacted version submitted for Public Information Act requests.

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Fixed Income Investment Manager

Solicitation # AIDEA27-017

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RFP No. FIN-2610 - Investment Advisory Services

Solicitation # FIN-2610

The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

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Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

State University of New York (SUNY)

POSTED

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Retirement Plan Consultant RFP

Solicitation # 2140348

The State University of New York (SUNY) is seeking a full-service retirement plan consulting firm to serve as a fiduciary for its Defined Contribution Retirement Plans, including the ORP, VSP, VDC, and Pre-1990 plans. The selected contractor will act as a fully integrated extension of the University-wide Benefits Office, providing objective third-party investment advice, governance support, and participant engagement. The scope of work involves managing a complex multi-vendor environment consisting of four recordkeepers—TIAA, Fidelity, Corebridge, and Voya—and 62 active investment options. The contract is for an initial term of three years, with the possibility of a two-year extension. To qualify, bidders must demonstrate significant experience, including having provided similar consulting services within the last five years to at least five public or private DC plan sponsors with aggregate assets under advisement of at least one billion dollars, including at least one higher-education institution. Bidders must also be willing to assume fiduciary responsibilities, possess experience analyzing annuity contracts, and comply with New York State and federal digital accessibility regulations. The contract will be awarded based on best value, determined by a composite score of technical, cost, and presentation evaluations. Additionally, the procurement includes specific MWBE goals, with a total participation target of 30 percent, consisting of 16 percent for Minority-Owned Business Enterprises and 14 percent for Women-Owned Business Enterprises.

State University of New York (SUNY)

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PS- RFP for Investment Management Services & Custodianship for AL Peace Officers’ Annuity and Benefit Fund

Solicitation # SRC0000037379

The Alabama Peace Officers’ Annuity and Benefit Fund is soliciting proposals for investment management, consulting, and custodial services for a balanced portfolio valued at approximately 45 million dollars. The contract period runs from January 28, 2027, through September 30, 2028, with the option for two one-year renewal periods. The selected firm will be responsible for managing a portfolio consisting of 60 percent equities, 36 percent bonds, and 4 percent money market assets. Key performance goals include exceeding the average annual return of the Bloomberg A+ US Government/Credit Index for fixed income and the S&P Composite 1500 Stock Index for equities, with all individual fixed income securities maintaining a rating of A or better. Proposals must be submitted via Alabama Buys by November 16, 2026, at 4:30 PM CT. The evaluation process is based on five equally weighted categories: services offered, cost structure, experience, investment style, and the senior advisor's commitment to in-person attendance at monthly board meetings. Required documentation includes a proposal, statement of fees, minimum qualifications, a certificate of compliance, and a disclosure statement. Awardees must comply with the Beason-Hammon Alabama Taxpayer and Citizen Protection Act, provide proof of E-Verify enrollment, and maintain errors and omissions insurance. Compensation is paid quarterly in arrears based on the fair market value of the portfolio.

PEACE OFFICER ANNUITY &BENEFIT

POSTED

12 days ago

DEADLINE

in 9 days

AI Contract Overview

The Sacramento County Employees' Retirement System (SCERS) is soliciting proposals for a General Investment Consultant to provide comprehensive advisory services for its $15.7 billion diversified pension portfolio. Established under California law and governed by a Board of Retirement with fiduciary responsibility, SCERS requires a consultant with deep institutional investment expertise, demonstrated through a minimum five-year track record serving at least five defined benefit plans—including two public plans with assets over $10 billion. The selected firm must be registered or exempt as an investment adviser under the Investment Advisers Act of 1940 and maintain at least $10 million in errors and omissions insurance. Key personnel assigned to the account must have considerable client-facing experience, including familiarity with private markets. The contract is envisioned as an evergreen engagement with annual fee adjustments and is focused on supporting SCERS in implementing and monitoring investment strategies in alignment with the system’s Master Investment Policy Statement and asset-specific policies. Services include regular performance monitoring and reporting, investment manager due diligence, compliance oversight, liquidity analysis, and development of customized benchmarks. Deliverables, such as quarterly and annual reports, must adhere to stringent standards of accuracy, timeliness, and regulatory compliance. SCERS emphasizes transparency and requires annual disclosures of conflicts of interest, revenue sources, and affiliations to ensure alignment with fiduciary duties. The evaluation process will consider qualitative and quantitative factors including the consulting approach, team quality, research capabilities, client servicing technology, and fee proposals; selection is based on a holistic trade-off analysis rather than lowest price. Submission is electronic with a firm deadline of May 12, 2026, and proposers must comply with detailed instructions addressing regulatory compliance, cybersecurity policies, and disclosures. While physical delivery and inspection provisions are not applicable, SCERS maintains oversight through its Board and investment team, who hold ultimate authority for acceptance of services and adherence to fiduciary and legal obligations.

General Info

SCERS seeks investment consultant for $15.7B pension portfolio with extensive public plan experience.

Agency

California → Sacramento County Employees' Retirement System

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedApr 13

Solicitation

Response DeadlineMay 12

Deadline has passed

Submission Closed

05/12/2026, 05:00:00 PM PDT

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Organization & Contact Information

AgencyCalifornia → Sacramento County Employees' Retirement System

Contacts1 person available

OfficeSacramento, CA, 95827, USA

Organization / AgencyCalifornia → Sacramento County Employees' Retirement System

Office AddressSacramento, CA, 95827, USA

Contacts

Shannon BrowningAdministrative Services Officer II

contact@example.gov

+1 (555) 000-0000

Full Description

SCERS is a multiple-employer public employee retirement system, enacted and administered in accordance with the provisions of the County Employees Retirement Law of 1937. Since its creation by the Sacramento County Board of Supervisors in 1941, SCERS has provided retirement, disability, and survivors' benefits to eligible participants of the System. Under Article XVI, Section 17 of the Constitution of the State of California, the SCERS Board of Retirement is vested with plenary authority and fiduciary responsibility for the investment of monies and the administration of the System. With assistance from qualified professionals in the pension industry, the Board adopts regulations, policies, and procedures that are relevant to SCERS, to benefit the members. SCERS' investment staff assists the Board in overseeing the investment function within SCERS, including the development and implementation of Board-approved investment policies and the oversight of investment managers and investment consultants. The day-to-day administration of SCERS is delegated to the chief executive officer and a full-time staff of approximately 75 employees. SCERS' assets are carefully managed through a diversified long-term investment program, overseen by the Board of Retirement per SCERS' Master Investment Policy Statement . This policy establishes SCERS' investment objectives and defines the principal duties of the Board, SCERS' investment team, investment consultants, and investment managers. Investment decisions are made in the sole interest and for the exclusive purpose of providing benefits, minimizing employer contributions, and funding reasonable expenses for administering the system. SCERS' current net plan assets total approximately $15.7 billion as of December 31, 2025. Please refer to SCERS' Investment webpage for more information at scers.gov/investments-financials .