Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, November 11 at 2:00 PM ET

Register Free →

Search

Top

Back to Contracts

Investment Advisory and Portfolio Management

Active

State & Local

Response Deadline12/02/2026, 10:00:00 PM UTC

Contract Overview

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

AI Contract Overview

Show more

This subcontract for Investment Advisory and Portfolio Management involves providing fiduciary-standard investment advisory services for prime contractors working on Chatham County Hospital Authority Trust projects. The selected provider will be responsible for conducting annual reviews of the Investment Policy Statement, developing strategic asset allocations that comply with Georgia law, and sourcing necessary performance data. To ensure accuracy and transparency, the contractor must utilize specialized portfolio management software and performance validation tools. The agreement mandates a strict fiduciary standard of care and requires formal certifications regarding conflicts of interest. Key deliverables include the submission of regular performance reports and the completion of Investment Policy Statement reviews. This opportunity is categorized under NAICS code 523110 and is managed by Chatham County in Georgia, with a response deadline set for December 2, 2026.

General Info

Investment advisory and portfolio management services for Chatham County Hospital Authority Trust projects.

Agency

Georgia → Chatham County

NAICS

523110 - Investment Banking and Securities Dealing

Place of Performance

GA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-0136-5.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedNov 3

subcontract

Response DeadlineDec 2

Submission deadline

Response Deadline

12/02/2026, 10:00:00 PM UTCin 28 days

Ready to pursue this opportunity?

Get full access to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyGeorgia → Chatham County

ContactsNo contacts available

OfficeN/A

Organization / AgencyGeorgia → Chatham County

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Performs fiduciary-standard investment advisory services for prime contractors on Chatham County Hospital Authority Trust projects. Conducts annual reviews of the Investment Policy Statement (IPS), develops strategic asset allocations aligned with Georgia law, and sources performance data. Utilizes portfolio management software and performance validation tools. Requires fiduciary standard of care and conflict of interest certifications. Delivers IPS reviews and performance reports.

Similar Contracts

Same NAICS industry code

Project Finance / Loan Term AdvisorThe Project Finance / Loan Term Advisor subcontract, issued by the Department of Energy Headquarters Procurement Services, focuses on evaluating the business impacts of loan terms for prime contractors involved in agency financing projects. The selected advisor will compare proposed terms against established industry norms and recommend specific adjustments to mitigate lender risk. Additionally, the role involves performing bring-down updates on market and price data as projects progress toward their final financial close. Key deliverables for this engagement include detailed term sheet evaluations and updated bring-down reports. The opportunity is categorized under NAICS code 523110, with a response deadline set for November 30, 2026.

Headquarters Procurement Services

POSTED

DEADLINE

Custodial and Safekeeping ServicesThis subcontract for Custodial and Safekeeping Services supports prime contractors on Ohio Air Quality Development Authority financial service projects. The primary objective is to ensure the secure custody and safekeeping of financial assets and securities, specifically managing the collateral pledge program for public fund deposits that exceed FDIC limits. These services must be executed using electronic record-keeping systems or secure vaults to maintain strict oversight of assets. A critical requirement of the contract is adherence to ORC 135.18, which mandates a 105 percent collateralization threshold. The selected provider is responsible for delivering comprehensive custodial reports and all necessary collateral pledge documentation. This opportunity is categorized under NAICS code 523110, with a response deadline set for December 14, 2026.

Air Quality Development Auth

POSTED

DEADLINE

in about 1 month

Investment Custody ServicesThis subcontract for Investment Custody Services supports prime contractors managing portfolio projects for the State of Alabama Department of Finance. The selected provider will be responsible for secure asset holding, trade settlement, corporate action processing, and the generation of monthly statements of holdings utilizing institutional custody platforms. To ensure the highest standards of security and regulatory adherence, the provider must maintain SEC registration, hold necessary banking licenses, and demonstrate SOC 1 and SOC 2 compliance. This engagement falls under NAICS code 523110 and is associated with the Peace Officer Annuity and Benefit agency.

PEACE OFFICER ANNUITY &BENEFIT

POSTED

DEADLINE

Municipal Bond Underwriting & Investment BankingThis subcontract for the City of Austin involves providing specialized underwriting and investment banking services to support municipal financing projects. The scope of work includes marketing new money and refunding transactions across various revenue credits, specifically for General Obligation, Water, Electric, and Airport projects. Key responsibilities include developing debt schedules, analyzing coupon rates and re-offering yields, and coordinating the closing process with trustee banks and bond counsel to ensure the successful delivery of executed bond issuances and comprehensive market analysis reports. The opportunity is categorized under NAICS code 523110 and was posted on October 26, 2026. Interested parties must submit their responses by the deadline of December 1, 2026. This engagement focuses on high-level financial coordination and strategic market analysis to facilitate the city's municipal funding requirements.

POSTED

DEADLINE

Escrow and Closing Agent ServicesThe California Department of Housing and Community Development is seeking a licensed California Escrow Agent to provide escrow and closing services for the transfer of its loan portfolio. The selected agent will serve as a neutral third party responsible for holding funds and documents, as well as coordinating the signing and recording of assignment documents for a portfolio consisting of up to 375 loans. The contractor must maintain secure escrow accounts and is required to deliver all executed closing packages and recorded transfer documents upon completion. This subcontract opportunity falls under NAICS code 523110 and will be performed in Alameda. Interested parties must submit their responses by the deadline of December 10, 2026. The contract focuses on ensuring a secure and organized transfer process for the agency's prime contractors through professional escrow management.

Housing & Community Developmnt

POSTED

DEADLINE

in about 1 month

Investment Trading ExecutionBristol Community College is seeking a subcontract for Investment Trading Execution to manage the purchase and sale of securities for its investment projects. The selected provider must be a registered broker-dealer or trading entity capable of performing order execution and trade routing through electronic trading platforms and Bloomberg terminals to guarantee best execution. Key deliverables include the successful execution of trades and the provision of detailed trade confirmation reports. This opportunity is categorized under NAICS code 523110 and will be performed in Fall River, Massachusetts. Interested parties must submit their responses by the deadline of November 12, 2026.

Bristol Community College

POSTED

DEADLINE

Municipal Bond and Financing ConsultantThis subcontract for a Municipal Bond and Financing Consultant involves providing specialized advisory services for prime contractors working on projects for the Township of North Brunswick. The selected consultant will be responsible for managing bond issues, New Jersey EIT financing, and Bond Anticipation Notes by utilizing market data tools and financial modeling software. All activities must be performed in strict accordance with New Jersey state laws and the Local Public Contracts Law to ensure the successful delivery of executed financing agreements and bond issues. The opportunity is categorized under NAICS code 523110 and is managed by the Finance agency in New Jersey. Interested parties must submit their responses by the deadline of November 13, 2026. Further details regarding the solicitation and submission process can be accessed through the provided procurement portal.

POSTED

DEADLINE

Investment Broker-Dealer ServicesThe San Jacinto Community College District is seeking a subcontractor to provide professional investment brokerage and dealer services for its investment portfolio projects. The selected provider will be responsible for executing authorized transactions, delivering market analysis, providing comparable security data, and resolving any settlement discrepancies. To be eligible, the contractor must be a member of the SIPC, hold a FINRA CRD number, and be registered with the Texas State Securities Board. All operations must strictly adhere to the Texas Public Funds Investment Act. This opportunity is listed under NAICS code 523110, with a response deadline of November 4, 2026.

SAN JACINTO COLLEGE DISTRICT

POSTED

DEADLINE

in about 8 hours

State Tax Credit Investment and ManagementThis subcontract involves the investment and management of state tax credit authorizations for prime contractors on New Jersey Housing and Mortgage Finance Agency financial auction projects. Participants are required to submit electronic bids through the Euna portal with a minimum pricing calculation of 0.80 dollars per dollar of tax credit. Each purchase must maintain a minimum face value of 250,000 dollars and requires the delivery of a completed Bid Form along with the necessary payment for authorizations. Compliance is a critical component of the agreement, requiring bidders to certify that they are not involved in prohibited activities within Russia, Belarus, or Iran, and that they remain in full compliance with OFAC regulations. The solicitation is managed by the New Jersey Housing and Mortgage Finance Agency, with a response deadline set for November 30, 2026.

Nj Housing And Mortgage Finance Agency

POSTED

DEADLINE

Investment Research and Asset Analysis ServicesThis subcontract for Investment Research and Asset Analysis Services involves providing specialized financial research and quantitative analysis for prime contractors managing Snow College endowment projects. The scope of work includes conducting internal and external security research, performing breakeven analyses for low-yield security replacement, and analyzing the efficient frontier to optimize returns. The selected provider will utilize Bloomberg terminals and financial modeling software to deliver comprehensive research reports and asset allocation risk/reward spectrums. To ensure professional rigor and regulatory compliance, the contract requires CFA certification and strict adherence to GAAP and GASB standards. This opportunity is categorized under NAICS code 523110 and was posted by the state of Utah. Interested parties must submit their responses by the deadline of November 14, 2026.

POSTED

DEADLINE

Market Engagement and Investment SpecialistThe Market Engagement and Investment Specialist subcontract supports prime contractors on Great British Energy Nuclear SMR projects by facilitating engagement with private sector investors and financial institutions. The primary objectives include identifying potential funding partners, analyzing market appetite for nuclear SMR investments, and providing strategic advice on investor requirements for hybrid funding models. To achieve these goals, the selected provider must utilize investor databases and market intelligence tools to deliver comprehensive market engagement reports and detailed investor feedback analysis. This opportunity is categorized under NAICS code 523110 and was posted on October 14, 2026, with a response deadline of November 12, 2026. A critical requirement for participation is the execution of a mutual non-disclosure agreement to protect sensitive project information. The contract is managed by Great British Energy Nuclear and focuses on securing the financial frameworks necessary for the deployment of small modular reactor technology.

Great British Energy - Nuclear

POSTED

DEADLINE

Co-Managing Underwriter (Tier 2)This subcontract opportunity is for a Tier 2 Co-Managing Underwriter to provide syndicate support for prime contractors on bond issuance projects for the New York State Department of Homes and Community Renewal. The selected provider will be responsible for executing distribution strategies, conducting investor outreach, and managing marketing efforts to ensure the successful execution of bond offerings. To be eligible, firms must maintain registration with the SEC, FINRA, and or MSRB, and must operate a physical office within New York State. Additionally, contractors are required to carry at least 1 million dollars in professional liability insurance. The solicitation was posted on October 14, 2026, with a response deadline of November 12, 2026.

NYS Department of Homes & Community Renewal

POSTED

DEADLINE

More opportunities from Georgia → Chatham County

Same awarding agency

Independent Qualified CustodianThis subcontract opportunity with Chatham County in Georgia seeks an Independent Qualified Custodian to provide secure custody and maintenance of financial assets for prime contractors working on Hospital Authority Trust projects. The selected provider will be responsible for the safe holding of Trust assets, comprehensive recordkeeping, and the generation of transaction reporting through secure financial custody systems. To prevent fraud and mitigate conflicts of interest, the provider must operate as an independent entity. Key deliverables include the secure holding of assets and the provision of periodic account statements. Interested parties should note the response deadline of December 2, 2026, for this engagement categorized under NAICS code 522310.

Mortgage and Nonmortgage Loan Brokers

POSTED

about 16 hours ago

DEADLINE

Investment Advisory Services

Solicitation # 26-0136-5

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.

Portfolio Management and Investment Advice

POSTED

about 16 hours ago

DEADLINE

PURCHASE OF CISCO NETWORK INFRASTRUCTURE EQUIPMENT

Solicitation # 26-0137-7

Chatham County is soliciting bids under solicitation number 26-0137-7 for the purchase of Cisco network infrastructure, including wireless networking, data center networking, collaboration equipment, accessories, and support services. This is a strict procurement where no substitutions, equivalents, or refurbished products are permitted; bidders must provide the exact Cisco manufacturer part numbers, licenses, and subscriptions specified. Eligibility is limited exclusively to Cisco Partners listed on the official Find a Cisco Partner website. The response deadline for this solicitation is November 12, 2026, and all inquiries must be directed solely to Procurement Specialist LaToya Lott via the designated purchasing portal. To be considered responsive, bidders must submit comprehensive pricing for all required items and complete a series of mandatory certifications. These include a Drug-Free Workplace Certification, a Promise of Non-Discrimination Statement, a Disclosure of Responsibility Statement, and a SAVE Affidavit verifying legal status. Additionally, bidders must provide an M/WBE Participation Report and a certification regarding debarment, suspension, and ineligibility. Failure to provide the specified Cisco products or complete the required documentation, particularly the Disclosure of Responsibility Statement, will result in the bid being deemed non-responsive or disqualified.

Computer and Computer Peripheral Equipment and Software Merchant Wholesalers

POSTED

DEADLINE

Electrical Component SupplierThis subcontract opportunity with Chatham County, Georgia, seeks an Electrical Component Supplier to provide essential materials for government facility projects. The scope of work involves supplying industrial-grade electrical wiring, circuit breakers, LED lighting, and electrical conduits that strictly adhere to government specifications and safety standards. The selected supplier will be responsible for delivering these components directly to the project site or the prime contractor. The solicitation was posted on October 22, 2026, with a response deadline of November 20, 2026. Classified under NAICS code 335121, this contract focuses on the procurement and delivery of high-quality electrical fixtures and hardware necessary for the successful completion of infrastructure projects within the agency's jurisdiction.

Residential Electric Lighting Fixture Manufacturing

POSTED

DEADLINE

On-Call Electrical Services SubcontractorThe On-Call Electrical Services Subcontractor agreement involves providing comprehensive electrical installation, maintenance, troubleshooting, and repair services for government facility projects under prime contractors. The scope of work includes managing electrical panels and wiring, installing lighting systems and outlets, and utilizing specialized testing equipment to maintain critical infrastructure. To ensure quality and compliance, the contract requires the use of licensed electricians who possess documented safety training. This subcontract opportunity is issued by Chatham County, Georgia, under NAICS code 238210. Interested parties must submit their responses by the deadline of November 20, 2026. The successful subcontractor will be responsible for delivering fully functional electrical systems and providing detailed maintenance reports to verify the completion and status of all performed work.

Electrical Contractors and Other Wiring Installation Contractors

POSTED

DEADLINE

Annual Contract to Provide On Call Electrician Services for Chatham County Parks & Recreation

Solicitation # 26-0134-2

Chatham County, Georgia, is soliciting proposals under solicitation number 26-0134-2 for on-call electrical services to support approximately 48 Parks and Recreation locations. The selected contractor will provide labor, parts, and equipment for installation, maintenance, and troubleshooting of electrical infrastructure, including lighting, panels, and wiring. This contract applies to individual projects valued at less than $25,000. The agreement is structured for an initial one-year term with four optional one-year renewals, featuring a not-to-exceed spending limit of $100,000 per year per contract. Contractors must be licensed and maintain all required liability and workman's compensation insurance. Key performance requirements include a 24-hour response time for public safety emergencies and scheduling non-emergency work within 48 hours of a service call. Award decisions will be based on the most advantageous proposal, evaluating factors such as experience, technical competence, past performance, and commitment to MBE/WBE participation. Proposers must submit specific forms regarding qualifications, project approach, and references, and they are required to certify a drug-free workplace and adhere to non-discrimination standards. Performance will be evaluated at least annually to ensure satisfactory service.

Electrical Contractors and Other Wiring Installation Contractors

POSTED

DEADLINE

Supply of Fontaine Specialized Magnitude 60LCC TrailerThis subcontract agreement involves the procurement and delivery of one new, never-titled Fontaine Specialized Magnitude 60LCC Trailer intended for prime contractors working on Chatham County projects in Georgia. The selected provider is required to supply the equipment along with manufacturer cut sheets to verify that the trailer meets or exceeds all specified technical standards. The solicitation was posted on October 22, 2026, with a response deadline of November 19, 2026. Classified under NAICS code 336212, the contract focuses on the successful delivery of a completed unit to support county procurement operations.

Truck Trailer Manufacturing

POSTED

DEADLINE

Supply of International HX520 SFA 6x4 TruckThis subcontract agreement with Chatham County in Georgia involves the procurement and delivery of one new International HX520 SFA 6x4 Truck intended for prime contractors working on county projects. The scope of work requires the provision of a new, never-titled chassis, with manufacturer cut sheets included to ensure all equipment standards are met. The contract specifies that the delivery of one completed vehicle is required, while an extended warranty is available as a separate cost item. The solicitation was posted on October 22, 2026, with a response deadline of November 19, 2026, falling under NAICS code 423810.

Construction and Mining (except Oil Well) Machinery and Equipment Merchant Wholesalers

POSTED

DEADLINE

Purchase of a New International HX520 SFA 6x4 Truck and Fontaine Specialized Magnitude 60LCC Trailer

Solicitation # 26-0135-3

Chatham County, Georgia, is soliciting bids under solicitation number 26-0135-3 for the turnkey purchase of one new International HX520 SFA 6x4 Truck and one new Fontaine Specialized Magnitude 60LCC Trailer. Bids are accepted exclusively from vehicle dealerships, and while equal bids may be considered for the truck, no substitutions are permitted for the trailer. Both vehicles must be new and never titled. To ensure adequate support, bidders must have an authorized dealer or repair shop located within 50 miles of Savannah, Georgia. Delivery is required F.O.B. destination to Fleet Operations in Garden City, Georgia, with at least one day of advance notice. The contract will be awarded to the responsible bidder offering the best value, with evaluation factors focusing on total price, delivery timeframe, and the bidder's ability to meet licensing and insurance requirements. Required submission documents include a specific pricing sheet, manufacturer cut sheets to verify technical specifications, and a comprehensive set of certifications including drug-free workplace, non-discrimination, and E-Verify compliance. Bidders must also provide a current Chatham County Tax Certificate and a disclosure of responsibility statement to avoid disqualification. All bids must be submitted online by the deadline of November 19, 2026.

New Car Dealers

POSTED

DEADLINE

Grant Compliance SpecialistThis subcontract opportunity for a Grant Compliance Specialist with Chatham County in Georgia focuses on the forensic audit of grant funds used by prime contractors. The selected provider will be responsible for analyzing interfund transfers, verifying expenditures, and auditing procurement approvals to ensure all grant-funded purchases align with funding requirements. The scope of work requires strict adherence to transit grant regulations and Uniform Guidance under 2 CFR 200. The project demands a high level of expertise, specifically requiring specialized certification in government grant management. Key deliverables include comprehensive grant compliance reports and detailed funding source reconciliations. Interested parties must submit their responses by November 20, 2026, under NAICS code 541211.

Offices of Certified Public Accountants

POSTED

DEADLINE

Payroll and HR Compliance SpecialistThe Payroll and HR Compliance Specialist subcontract for Chatham County in Georgia involves conducting forensic audits of payroll records and human resource practices for prime contractors. The selected specialist will be responsible for reviewing Collective Bargaining Agreements for compliance, identifying payroll irregularities and excessive overtime, and analyzing records to detect ghost employees or unauthorized pay increases. These tasks will be performed using specialized payroll software audit tools to ensure financial integrity and regulatory adherence. The successful candidate must hold a CPP or SHRM/PHR certification to qualify for this role. Key deliverables include comprehensive payroll compliance reports and detailed HR policy gap analyses. Interested parties should note that the response deadline for this opportunity is November 20, 2026.

Offices of Certified Public Accountants

POSTED

DEADLINE

Fraud Investigation & Legal Support ConsultantThe Fraud Investigation and Legal Support Consultant subcontract for Chatham County in Georgia involves conducting deep-dive investigations into suspected misappropriation for prime contractors. The selected consultant will perform fraud-specific testing, conduct interviews to identify procurement irregularities, and utilize specialized investigative interviewing techniques and legal evidence documentation standards. Key deliverables include the production of detailed investigation reports and formal presentations to the Board. Qualified candidates must hold a Certified Fraud Examiner certification to provide the necessary expertise for legal proceedings, including offering expert testimony or deposition support. This opportunity was posted on October 21, 2026, with a response deadline of November 20, 2026. The project falls under NAICS code 541990 and is managed through the Chatham County procurement portal.

All Other Professional, Scientific, and Technical Services

POSTED

DEADLINE

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS