This Solicitation opportunity from North Carolina was posted on September 1, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Advisor and Management Services

Closed

12478State & Local

Submission Closed09/23/2026, 06:00:00 PM UTC

Contract Overview

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

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South Jersey Ports is soliciting proposals for a Financial Advisor to provide professional services under solicitation 49492. The selected individual or firm will be appointed by a majority vote of the SJPC Board of Directors for an initial one-year term, with the agency holding an option to extend the appointment for an additional year under the same rates and terms. The advisor is expected to attend regular and special Board meetings and execute a formal written contract for compensation as agreed upon by the agency. The scope of work involves providing comprehensive financial guidance, including transaction management for debt issuance and investment portfolio management for bond proceeds. The advisor will offer strategic consulting on capital and operating budgets, as well as expert advice on bond structures, credit, marketing strategies, and cash flow related to the distribution of New Jersey securities. Additionally, the advisor will handle general business transactions and financial issues as requested by the Board of Directors or the Executive Director and CEO. Bidders must comply with New Jersey state law by disclosing political contributions to the Election Law Enforcement Commission if the contract value exceeds 50,000 dollars.

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

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Investment Consulting Services

Solicitation # UofSRFPCP-858934

The University of Saskatchewan is seeking proposals for the provision of Investment Consulting Services under solicitation number UofSRFPCP-858934. This procurement process is managed by the university's Procurement department and is conducted through the Bonfire electronic bidding system. Interested respondents are required to register on the Bonfire platform to access the Request for Proposal documents, submit their bids, ask questions, and receive necessary addenda and notifications. The solicitation was posted on October 13, 2026, with a response deadline set for November 13, 2026, at 8:00 PM. All communications and inquiries regarding this opportunity should be directed to the Procurement office via email. Award notifications will be posted through the bidding system, and the services will be performed within the province of Saskatchewan.

University of Saskatchewan

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ERISA Fiduciary and Investment Management ServicesThis subcontract for ERISA Fiduciary and Investment Management Services supports the Lafayette Parish School System by providing core investment advisory and fiduciary oversight for 403(b) projects. The selected provider will act as an express ERISA 3(21) or 3(38) fiduciary, responsible for drafting and updating Investment Policy Statements and ensuring strict compliance with IRS 403(b) regulations and SECURE 2.0 updates. In addition to regulatory monitoring, the contractor will deliver a managed investment portfolio and detailed compliance reports. The scope of work includes providing essential governance support to the Board Insurance Committee to maintain the integrity and performance of the system's investment strategies.

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RFP# 11-27, 403(b) Investment & Advisory Services

Solicitation # 11-27

The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.

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Solicitation # 49402

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Solicitation # 39266

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Endowment and Non-Endowment Fund, and Donation Management

Solicitation # 2627-07

The Board of Education of the Regina School Division No. 4 of Saskatchewan is soliciting proposals for the professional management of its endowment and non-endowment funds, as well as philanthropic and other donations. The primary objective of this partnership is to ensure expert fund management while enhancing donor engagement and streamlining the administration of contributions received in support of the division. Interested proponents must submit their electronic proposals via the designated Bonfire hub website under competition number 2627-07. The solicitation period opens on October 1, 2026, with a final response deadline of October 30, 2026. Detailed requirements for the goods and services are provided in Schedule A of the RFP documents.

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Uniformed Retirement System - Investment Consulting Services

Solicitation # CES100001123

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Solicitation # K001653

The Foothill/Eastern and San Joaquin Hills Transportation Corridor Agencies are seeking a qualified firm to provide non-discretionary Investment Advisory Services for their fixed income portfolios. The scope of work includes investment advisory, trade execution, reporting, accounting, compliance, and back-office administrative services. The selected advisor will be responsible for implementing a strategic, actively managed approach to optimize duration and yield curve value while adhering to the California Government Code, Agency investment policies, bond indentures, and cash flow requirements. Key deliverables include daily and weekly communication with the finance team, as well as quarterly committee and annual Board of Directors presentations. The contract is structured as a five-year base term with options for two 2-year terms and one 1-year term, for a potential total duration of ten years. Compensation is based on an Assets Under Management fee schedule to be proposed by the offeror. Proposals must be submitted electronically via PlanetBids by November 9, 2026, and are limited to 75 pages. Evaluation will be based on the proposed management approach, with the agency ranking responsive proposals to negotiate with the highest-ranked firm. Mandatory requirements include registration with the Securities and Exchange Commission under the Investment Advisors Act of 1940 and the provision of specific insurance coverages.

Contracts Department of Transportation Corridor Agencies

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Solicitation # RFQ 26-11

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Real Estate Portfolio Consultant Services

Solicitation # S-17000-00018033

The State of Oregon, through the Investment - Alternatives agency, is seeking a qualified firm to provide institutional real estate investment consulting services for its Real Estate Portfolio. The selected consultant will be responsible for delivering expert guidance on investment policies, strategic planning, due diligence, and ongoing monitoring across all phases of the investment lifecycle. This solicitation, identified as S-17000-00018033, is managed by purchaser Josh Woodmansee and is based in Tigard, Oregon. Interested firms must submit their responses by the deadline of December 4, 2026.

Investment - Alternatives

POSTED

27 days ago

DEADLINE

in about 2 months

AI Contract Overview

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, seeks to establish a three-year contract with an anticipated start date of December 1, 2026. Interested suppliers must submit their proposals by September 23, 2026, at 2:00 PM EST, though the city recommends submitting bids 24 hours early to avoid potential technical interruptions with the GePS website. Questions regarding the request are due by September 14, 2026. The selection process will incorporate the City of Greensboro Local Preference Policy, which provides advantages to businesses with a significant presence within the Guilford County Economic Development Alliance area. Local status may influence qualification points for service contracts, provided it does not conflict with Minority and Women Business Enterprise policies. The primary point of contact for this procurement is Shadi Zeidan. Proposals should include all required scope information, minimum vendor requirements, and adherence to the specified submission instructions and confidentiality guidelines.

General Info

Greensboro seeks investment advisor services for a three-year contract starting December 1, 2026.

Agency

North Carolina → City of Greensboro

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Not specified

Set-Aside

NONE

Documents

Event #12478 RFP - Investment Advisor and Management Services

rfp

High

City of Greensboro Local Preference Policy

2 pages · policy

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedSep 1

Solicitation

Response DeadlineSep 23

Deadline has passed

Submission Closed

09/23/2026, 06:00:00 PM UTC

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Organization & Contact Information

AgencyNorth Carolina → City of Greensboro

Contacts1 person available

OfficeN/A

Organization / AgencyNorth Carolina → City of Greensboro

Office AddressN/A

Contacts

Shadi Zeidan

contact@example.gov

+1 (555) 000-0000

Full Description

This event is to secure a price for the services contained in the attachments. Although the City tries to maintain continuous access to the GePS website, service may be interrupted. Therefore, suppliers are encouraged to submit bids 24 hours before the event closes.