This Solicitation opportunity from Texas was posted on February 17, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Advisory Services and Municiple Financial Products Advisory Services

Closed

2026-007State & Local

Submission Closed03/09/2026, 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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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.

Lafayette Parish School System

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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.

Lafayette Parish School System

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RFP # 202630.3 Request for Proposal for Provision of Financial Advisor Services

Solicitation # 49402

The County of Atlantic in New Jersey has issued Request for Proposal 202630.3 seeking qualified professionals to provide financial advisor services. This solicitation, identified by number 49402, is open for submissions starting October 6, 2026, with a strict response deadline of October 27, 2026, at 3:00 PM. The project is categorized as a SLED organization procurement and will be performed within the state of New Jersey. Interested parties can find further details and submission guidelines through the Bid Express portal.

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Request for Proposals for Financial Advisory Services

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

Fairfax County is seeking proposals for a non-discretionary investment consulting firm to provide comprehensive advisory services for the Uniformed Retirement System (URS), which manages approximately 2.5 billion dollars across public and private markets. The selected consultant will support the URS Board of Trustees and Staff in areas including strategic asset allocation, the development and updating of the Investment Policy Statement, manager research and selection, risk analytics, and performance reporting. Key deliverables include monthly flash, quarterly, and annual performance reports aligned with Global Investment Performance Standards, as well as the oversight of private market pacing plans and commitments. The Chief Investment Officer will serve as the primary point of contact for the consultant. Proposals must be submitted electronically via the Euna Bonfire portal by November 2, 2026. The evaluation process consists of a preliminary review, potential oral presentations for high-rated offerors, and a final selection based on the best overall proposal. Award criteria are weighted toward the technical narrative at 50 percent, the statement of qualifications at 30 percent, and the reasonableness of the fee proposal at 20 percent. Offerors are required to propose a single, all-inclusive annual fee for an initial three-year term with two optional extension years. Compliance requirements include maintaining statutory workers compensation and employer liability insurance of at least 1 million dollars and adhering to strict cybersecurity, HIPAA, and ADA standards. Payment is subject to appropriations by the Fairfax County Board of Supervisors, with invoices submitted quarterly and paid within 30 days of receipt. Required submission documents include a technical narrative and several certifications regarding business classification, ethics in public contracting, and debarment status.

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Investment Advisory Services

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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Investment Management Services

Solicitation # RFQ 26-11

The City of Fayetteville is seeking proposals from qualified firms to provide investment management services under solicitation RFQ 26-11. The selected provider will enter into a contract for an initial one year term, which includes the possibility of four automatic one year renewals. Interested parties must submit their responses by the deadline of October 20, 2026, at 8:00 PM. All inquiries regarding this request for qualifications should be directed to the primary point of contact, Senior Procurement Agent Kenny Fitch.

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DEADLINE

Real Estate Portfolio Consultant Services

Solicitation # S-17000-00018033

The State of Oregon, specifically the Investment Alternatives agency, is soliciting proposals for a Real Estate Portfolio Consultant Services contract. The objective is to engage a qualified firm to provide institutional real estate investment consulting, offering expert guidance on policies, strategies, due diligence, and monitoring across all phases of the investment process for the Treasury's real estate portfolio. This solicitation, identified by number S-17000-00018033, falls under NAICS code 523940. Interested firms must submit their responses by the deadline of December 4, 2026. The primary point of contact for this procurement is Josh Woodmansee, and the place of performance for the resulting services will be located in Tigard, Oregon.

Investment - Alternatives

POSTED

27 days ago

DEADLINE

in about 2 months

General Info

Agency

Texas → CITY OF WACO

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

TX, USA

Set-Aside

NONE

Documents

RFQ Investment and MFP Advisory Services - City of Waco TX

rfq

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedFeb 17

Solicitation

Response DeadlineMar 9

Deadline has passed

Submission Closed

03/09/2026, 08:00:00 PM UTC

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Organization & Contact Information

AgencyTexas → CITY OF WACO

Contacts3 people available

OfficeWACO, TX, 76702, USA

Organization / Agency

Texas → CITY OF WACO

Office AddressWACO, TX, 76702, USA

Contacts

Kasey Gamblin

contact@example.gov

+1 (555) 000-0000

KASEY GAMBLINPURCHASING MANAGER

contact@example.gov

+1 (555) 000-0000

Daryle BullardSenior Purchasing Agent

contact@example.gov

+1 (555) 000-0000

Full Description

The City of Waco, Texas (the"City") is seeking qualified firms to provide professional advisoryservices in two distinct but complementary service areas:Service Area 1: Investment Advisory Services under the TexasPublic Funds Investment ActService Area 2: Municipal Financial Products (MFP) AdvisoryServicesRespondents may propose to provide servicesfor one or both service areas. The City reserves the right to engage one firmfor both service areas or separate firms for each service area, depending onthe qualifications and expertise demonstrated by respondents.

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