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, 11:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523940

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SLED

26-026 Financial Advisor Services

Solicitation # RFP-124489

Botetourt County is seeking a qualified financial advisory firm to deliver comprehensive financial services focused on long-range revenue forecasting, strategic financial planning, capital funding analysis, debt advisory, and the creation of sustainable spending strategies to capitalize on current and future revenue opportunities. The services are intended to support the County’s fiscal health and long-term financial stability by providing expert guidance on managing resources, optimizing funding structures, and navigating complex financial decisions. Proposals must be submitted through the Bonfire eProcurement portal by 7:00 PM ET on August 20, 2026, with all questions required to be submitted by 5:00 PM ET on August 4, 2026, via email to Purchasing@botetourtva.gov or through the same portal. Detailed solicitation documents, including requirements and submission guidelines, are available on the Bonfire portal at https://botetourtva.bonfirehub.com/portal/?tab=openOpportunities. The contract, identified as RFP-124489 and titled 26-026 Financial Advisor Services, was posted on July 16, 2026, and is managed by Stephanie Sparks, who can be reached at 540-928-2106 or ssparks@botetourtva.gov for inquiries. Performance of services will be centered in Botetourt County, Virginia.

POSTED

DEADLINE

Municipal Financial Advisory Services – Senior-Level Consulting

Administrative Services

POSTED

DEADLINE

Financial Advisor Professional Services

Solicitation # RFP198130

The City of Palo Alto seeks a financial advisor to support its strategic capital financing initiatives, including the Electric Grid Modernization project and the Cubberley Community Center redevelopment, both critical to advancing sustainability, public safety, and community services. As a full-service city with diversified long-term liabilities and a portfolio spanning general obligation bonds, revenue bonds, and certificates of participation, Palo Alto is proactively planning for future debt issuances to fund essential infrastructure upgrades while maintaining fiscal resilience and alignment with its clean energy and equity goals. The advisory services will be pivotal in structuring, evaluating, and advising on financing options that meet the City’s operational needs, regulatory requirements, and long-term asset management priorities. The procurement is formalized through Solicitation RFP198130, issued by the Administrative Services department, with proposals due by September 15, 2026. The City’s point of contact is Jessie Deschamps, Senior Management Analyst, supported by Nanette O’Brien, Management Specialist, both based in Palo Alto, California. The successful bidder will provide expert guidance on debt issuance strategies, market conditions, underwriting, and compliance, ensuring alignment with the City Council’s directives and financial policies. This engagement underscores Palo Alto’s commitment to transparent, informed, and strategically vetted investment in public infrastructure that serves residents for decades to come.

Administrative Services

POSTED

DEADLINE

Fixed Income & Bond Portfolio ManagementThe contract pertains to the direct management of fixed income portfolios, encompassing municipal bonds, agency securities, and short-term instruments, with full responsibility for trade execution and ongoing risk monitoring. The scope requires active portfolio oversight to optimize returns while adhering to institutional risk parameters, ensuring compliance with applicable regulations and investment guidelines relevant to public sector funding. All activities are to be conducted with precision in timing, execution, and reporting to support the financial objectives of the client. The contract is categorized as a subcontract under NAICS code 523940, associated with the Massachusetts Housing Finance Agency identified as MA001 - MassHousing. It was posted on August 4, 2026, with a response deadline of September 24, 2026, at 10:00 PM Eastern Time. Performance is to be carried out in Boston, Massachusetts, with a zip code of 02108. Although no specific point of contact or set-aside details are provided, participants must be prepared to meet all procedural and operational requirements associated with managing public sector fixed income assets under a subcontractual arrangement.

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Investment Management and Advisory Services

Solicitation # BD-23-1213-MA001-MA001-132092

MassHousing is seeking qualified firms to provide investment management and advisory services for the active oversight of its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts. The objective is to ensure prudent stewardship of these financial assets through strategic portfolio management, risk mitigation, and compliance with applicable state and federal guidelines. Proposals must demonstrate proven expertise in managing public sector investment vehicles, with a focus on liquidity, yield optimization, and capital preservation within a regulated environment. The solicitation, identified as BD-23-1213-MA001-MA001-132092, was posted on August 4, 2026, with a submission deadline of September 24, 2026. Responses must be submitted through the Commbuys portal, and all work is to be performed primarily in Boston, Massachusetts. The primary point of contact for inquiries is Andrea Laing, the Purchaser. There is no set-aside classification specified for this procurement, and it is open to all eligible vendors capable of meeting the technical and financial requirements. Applicants are expected to have a strong track record in institutional asset management and familiarity with Massachusetts public finance structures.

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DEADLINE

Investment Management and Consulting

Solicitation # STATE 0000000480SL

The State of Missouri, through the Office of Administration’s Division of Purchasing on behalf of the State Treasurer’s Office, is soliciting proposals for investment management and consulting services under solicitation number STATE 0000000480SL, with a NAICS code of 523940. Proposals must be submitted electronically via MissouriBUYS by the deadline of August 5, 2026, at 7:00 PM Central Time, and hardcopy submissions are explicitly prohibited. The resulting contract will be a Blanket Purchase Agreement with an initial term of two years, subject to two optional one-year renewals at the sole discretion of the Division of Purchasing, with renewal pricing capped at the rates established in the original contract’s Exhibit C. The primary purpose of the contract is to provide non-discretionary investment advisory services focused on the safety of principal, liquidity, and yield, with cash management and liquidity coordination as the central element. Services include investment recommendations, portfolio strategy support, trade execution, risk management, compliance oversight, reporting, and operational continuity, all performed under the direction of the State Treasurer or their designee in Jefferson City, Missouri. Vendors must comply with a comprehensive set of statutory, regulatory, and operational requirements, including adherence to the Missouri Sunshine Law and Open Records Act, which mandate public disclosure of all submitted materials and contract documents. Contractors must affirm they will not knowingly employ unauthorized aliens and are required to enroll in E-Verify and provide their Company ID number. Financial records must be maintained for five years following final payment or audit completion, using GAAP or IFRS standards, and must be preserved indefinitely if under litigation or audit. The contractor must maintain adequate liability insurance naming the State of Missouri as an additional insured and provide proof prior to performance. Key personnel requirements include a government relationship manager with at least three years of public-sector experience and a primary investment manager with ten years of relevant experience. Substitutions for key personnel require prior written approval and must offer equivalent or superior qualifications. Proposals are evaluated using a weighted scoring system totaling 270 points, prioritizing technical approach (150 points), experience and past performance (70 points), cost (40 points), and MBE/WBE participation (10 points), with an additional 15-point preference for Organization for the Blind and Sheltered Workshops and a 3-point preference for Service-Disabled Veteran Business Enterprises. Mandatory business compliance exhibits include Missouri tax compliance, business registration, work authorization

PROC OA DIVISION OF PURCHASING PROCUREMENTS

POSTED

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RFP 26-1396 Investment Advisory Services

Solicitation # 26-1396

The Brazos River Authority is seeking qualified firms to provide Investment Advisory Services through solicitation number 26-1396, which was posted on August 4, 2026, and requires proposals to be submitted by 4:00 PM on August 31, 2026. This solicitation is open to all eligible vendors without any specific set-aside preferences and is classified under a state, local, or educational government agency type. Proposals must demonstrate expertise in managing and advising on investment portfolios aligned with the authority’s financial objectives, including asset allocation, risk management, performance monitoring, and compliance with fiduciary standards. The work will be performed in Texas, with no specific city designated for performance location. All inquiries and submissions should be directed through the designated point of contact, Bryan Gray, or Clarissa Cabrera, Purchasing Manager, both reachable at 254-761-3123 via email at bryan.gray@brazos.org and clarissa.cabrera@brazos.org respectively. Meagan Nix, Purchasing Agent, serves as a secondary contact. Interested parties must access the complete solicitation details and submit responses exclusively through the Texas SmartBuy portal at the provided URL. Proposers are expected to include detailed methodologies, team qualifications, references, fee structures, and evidence of regulatory compliance and prior experience managing public sector investment assets.

BRAZOS RIVER AUTHORITY

POSTED

DEADLINE

RFQ: Public Investment Advisory Services

Solicitation # 204-07312026

Brushy Creek Municipal Utility District is soliciting qualified firms to provide Investment Advisory Services under the Texas Public Funds Investment Act and Government Code Chapter 2256, requiring strict adherence to fiduciary standards and independent, objective guidance. The selected firm must prioritize the safety, liquidity, and yield of public funds in that exact order, ensuring prudent management aligned with legal and financial best practices. Proposals must include a Statement of Qualifications and a proposed contract, with all submissions due by August 14, 2026, at 11:00 PM CT. The solicitation, numbered 204-07312026, was posted on July 31, 2026, and is open to firms capable of demonstrating experience in managing municipal public funds with a proven record of compliance and performance. All services are to be performed for the District located in Round Rock, Texas, with inquiries directed to Lori Brown as the primary point of contact and Monica Henderson as the accounting liaison.

BRUSHY CREEK MUNICIPAL UTILITY DISTRICT

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Financial Advisor Services

Solicitation # 227001RFP

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DEADLINE

RFQ/Actuarial & Financial Reporting Services

Solicitation # 200973

The City of Chattanooga, Tennessee, acting through its General Pension Board of Trustees, is seeking qualified firms to provide actuarial and financial reporting services for the City of Chattanooga General Pension Plan and the Other Post-Employment Benefits Trust. The selected firm will serve as the retained actuary, responsible for conducting annual valuations, preparing financial reports required for the City’s financial statements, and delivering ongoing consulting services related to pension and OPEB obligations. This engagement is critical to maintaining the financial integrity and compliance of these defined benefit plans. Firms interested in this opportunity must submit sealed Statements of Qualifications by the deadline of August 14, 2026, in response to solicitation number 200973, which was posted on July 12, 2026. The procurement is managed by the City of Chattanooga Business Unit, and all inquiries should be directed to Debbie J Talley at dtalley@chattanooga.gov. The services will be performed within the State of Tennessee, and while no specific set-aside or NAICS code is listed, the contract seeks experienced professionals with demonstrated expertise in public sector pension and OPEB actuarial services.

City of Chattanooga Business Unit

POSTED

DEADLINE

RFP-171-260000002293-2 | Investment Consulting Services RFP

Solicitation # 260000002293

The State of Michigan, through the Department of Technology, Management, and Budget (DTMB), is seeking investment consulting services under solicitation RFP-171-260000002293-2, with proposals due by 3:00 PM Eastern Time on August 19, 2026. The contract will be awarded using a best-value trade-off approach, prioritizing technical merit over price, with a mandatory minimum technical score of 80 out of 100 points required for eligibility. Technical evaluation is weighted heavily toward vendor experience (40%), general requirements in the Statement of Work (30%), specific service sections (15%), and key personnel qualifications (15%). Non-technical considerations such as economic impact within Michigan, past performance with the state, and qualified disabled veteran-owned business status may influence the final award decision. The scope of work, detailed in Schedule A, requires the contractor to deliver comprehensive investment advisory services, including monthly, quarterly, and annual reporting, participation in up to four annual meetings, and strict adherence to performance benchmarks that trigger service level credits for missed deadlines. Performance is expected across various locations in Michigan, with contract administration led by Adam Ashley in Lansing and program oversight provided by Greg Parker in East Lansing. Contractors must comply with extensive data security and operational requirements, including full alignment with FISMA and NIST SP 800-53 MOD controls, maintaining either FedRAMP authorization or an annual SSAE 18 SOC 2 Type II audit, and ensuring all state data is hosted exclusively within the continental United States using Uptime Institute Tier 3 certified facilities. Integration with Michigan’s MiLogin identity platform via SAML 2.0 or OIDC is mandatory, and all digital deliverables must meet WCAG 2.1 AA accessibility standards. Key personnel must be identified with detailed resumes, organizational charts must disclose all staff and subcontractors, and subcontractor agreements require full disclosure of scope, pricing, and prior relationships. Background checks, including NCIC fingerprinting, may be required for contractor staff, and all deliverables are considered works made for hire, transferring full ownership to the State. Pricing must be submitted via a standalone Excel file in Schedule B without populated values, and all proposals must be submitted electronically via the SIGMA VSS portal in native editable formats, with no exceptions accepted for late or improperly formatted submissions. The contract imposes strict financial accountability, including potential performance bonds, firm pricing with no automatic adjustments

POSTED

DEADLINE

Investment Management Services

Solicitation # 717-26-766

Texas Southern University is seeking investment management services through a solicitation issued on July 30, 2026, with responses due by August 13, 2026, at 5:00 PM. The opportunity is categorized under the SLED market segment and is open to qualified providers capable of delivering professional investment management solutions. The contract will be performed in Texas, with no specific city or zip code designated for performance location. Primary contact for inquiries is Gregory Williams, reachable via phone at 713-313-4350 or email at gregory.williams@tsu.edu. All submissions and related communications must be directed through the official Texas SmartBuy portal using the provided link. No set-aside type or NAICS code has been specified, indicating this is an open competition without demographic or size-based restrictions.

Texas Southern University

POSTED

10 days ago

DEADLINE

in 4 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 SystemView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(1)

SCERS_General_Investment_Consultant_RFP_2026_-_Master_v3.docx

DOCX

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedApr 13

Solicitation

Response DeadlineMay 12

Deadline has passed

Submission Closed

05/12/2026, 11:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → Sacramento County Employees' Retirement System

Contacts1 person available

OfficeSacramento, CA, 95827, US

Organization / Agency

California → Sacramento County Employees' Retirement System

View Agency Profile

Office AddressSacramento, CA, 95827, US

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 .