This Solicitation opportunity from Florida was posted on September 23, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Advisory Services RFP

Closed

RFP- 24 - 296State & Local

Submission Closed10/22/2024, 12:00:00 AM UTC

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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Investment Advisory Services

Solicitation # 26-010

Central Washington University is soliciting independent investment advisory services for the Central Washington University Retirement Plan and Voluntary Investment Plan under solicitation number 26-010. The selected vendor will provide objective fiduciary consulting, including investment monitoring, fee analysis, governance support, and strategic recommendations to university leadership and the Retirement Committee. To qualify, contractors must maintain Registered Investment Adviser status, remain independent from proprietary investment products, and adhere to public sector fiduciary standards and robust cybersecurity practices. The contract features an initial three-year term with the possibility of year-to-year extensions, not to exceed a total of eight years. Award decisions will be based on a 100-point scoring system evaluating price and specific vendor responses. Proposals must be submitted as PDF documents to Curtis Smithgall by November 20, 2026. Required submission materials include a detailed company profile and a mandatory MWBE/Diversity Plan. The contractor is expected to provide hourly rate pricing and maintain independent insurance coverage, as they are excluded from the university's insurance policies.

Central Washington University

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Investment Grade Private Placement Asset Manager Search

Solicitation # 2140196

The New York State Insurance Fund (NYSIF) is soliciting proposals under solicitation number 2140196 and contract number 2026-45-INV for Private Placement Asset Manager Services. The agency seeks qualified firms to manage one or more mandates involving Investment Grade Private Placement Corporate and Infrastructure Credit, as well as Investment Grade Private Placement Asset-Backed Credit. NYSIF anticipates awarding multiple contracts for these services, which will be performed state-wide. The initial contract term is five years, with the possibility of two optional one-year extensions. Proposals must be submitted by December 16, 2026, at 2:00 p.m. ET to Alicia Jemmott at the NYSIF Procurement Unit in Albany, New York. In accordance with State Finance Law sections 139-j and 139-k, strict communication restrictions are in place; all inquiries must be directed solely to designated staff members Alicia Dott-Jemmott and Shanee Robinson to avoid disqualification. While NYSIF encourages participation from Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran-Owned Businesses (SDVOB), the specific goals for these categories are currently set at 0.00 percent. Bidders are responsible for monitoring the NYSIF procurement website for all amendments and clarifications to ensure their proposals remain responsive.

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Venture Capital Seed Fund Program Management

Solicitation # STA26103-SSBCI_VENTURE

The State of Delaware Department of State, through the Division of Small Business, is soliciting proposals for the Venture Capital Seed Fund Program Management under the U.S. Treasury State Small Business Credit Initiative (SSBCI). The program intends to utilize approximately 30 million dollars to build resident venture capital capacity, increase deal flow for targeted state industries, and expand capital access for women, founders of color, and rural-based businesses. The primary performance goal is to achieve at least a 10:1 ratio of private capital leveraged over a 10-year period. Eligible vendors must meet the SEC definition of a venture fund and comply with SSBCI Capital Program Policy Guidelines, including conflict-of-interest standards and Treasury civil rights requirements. Proposals are due by December 2, 2026, and will be evaluated based on team qualifications and experience (40 percent), investment strategy and fund management (30 percent), compliance and reporting capabilities (20 percent), and outreach to SEDI-owned businesses (10 percent). Award decisions are based on the most advantageous proposal rather than the lowest bid. Selected vendors must adhere to strict regulatory requirements, including IRS Publication 1075 for Federal Tax Information (FTI) compliance, non-discrimination laws under Delaware Code, and the Americans with Disabilities Act. Contract administration includes 30-day payment terms, a requirement for a Supplier ID, and the potential for IRS inspections of facilities with 24-hour notice.

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M-07-27 Investment Advisory Services

Solicitation # BD-27-1381-BCC01-BCCFR-134721

Bristol Community College is soliciting proposals from qualified and experienced investment advisory firms under solicitation number BD-27-1381-BCC01-BCCFR-134721. The selected firm will provide investment advice and advisory services, supporting the College's Board and Finance Committee in meeting their fiduciary responsibilities. Key requirements include a demonstrated capability in asset allocation, portfolio construction, and risk reporting, with a specific emphasis on sustainable, mission-aligned, ESG, and socially responsible investing. The firm must be a registered investment advisor under the Investment Advisors Act of 1940 and provide an affirmative statement acknowledging its fiduciary responsibility for all discretionary investments. The contract consists of an initial 15-month term starting February 1, 2027, and ending June 30, 2028, with the option for four additional one-year renewals through June 30, 2032, contingent upon funding and performance. Proposals are due by 2:00 p.m. EST on November 12, 2026, and must be submitted in PDF format via email to Philicia Pacheco. Required documentation includes a W9 form, a non-collusion statement, tax compliance certification, and company contact information. Evaluation will be based on the firm's experience with non-profit or higher education institutions, investment philosophy, fee structures, and adherence to a professional code of ethics. The winning bidder will be required to sign a standard Commonwealth of Massachusetts contract and comply with state and federal non-discrimination and affirmative action laws.

BCC01 - Bristol Community College

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

The City is seeking proposals for Municipal Financial Advisory Services under RFP number 2027.0149. This solicitation is managed by the DAS Procurement agency in Connecticut, with Anthony Romano serving as the Project Manager and Kristopher Bottoni listed as the primary point of contact. The procurement process follows a one step unsealing method and is currently open for bidding in USD. The RFP was made available on October 22, 2026, and requires all submissions to be completed by the due date of November 19, 2026, at 4:00 PM. Interested bidders must submit any clarification questions online via ProcureWare by November 5, 2026. There is no required RFP deposit and no pre-proposal meeting scheduled for this project.

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Solicitation # PRO27011

The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

The Asian Infrastructure Investment Bank is seeking bids from eligible and qualified providers to deliver Strategic Asset Allocation and Investment Advisory Services. This solicitation, identified by document number Doc3361616312, aims to secure professional expertise to guide the bank's investment strategies and asset distribution. Interested bidders must submit their responses by the deadline of November 4, 2026, at 08:45 UTC. The procurement process is managed by the Asian Infrastructure Investment Bank, and primary inquiries can be directed to the designated point of contact via email.

Asian Infrastructure Investment Bank

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Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, identified by solicitation number 2139748, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. These accounts will operate as part of the Stable Income Fund, with insurance wrap coverage coordinated by the Plan's stable value structure manager. The contract is authorized under Section 5 of the State Finance Law and 9 NYCRR Section 9003.2, ensuring compliance with Section 457 of the Internal Revenue Code. The selected provider may be awarded a contract term of up to ten years. Proposals must be submitted to Callan LLC by 5:00 PM ET on November 18, 2026. Primary technical and submission coordination is handled by Thomas Shingler and Hannah Vieira of Callan LLC.

NYS Deferred Compensation Plan

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

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South Jersey Ports is soliciting proposals for a Financial Advisor to provide professional financial 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 maintaining 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 to receive agreed-upon compensation. 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 for New Jersey securities. Additionally, the advisor will support the Executive Director and CEO and the Board of Directors on various business transactions and general financial matters. Bidders must comply with New Jersey state law by disclosing political contributions to the Election Law Enforcement Commission if contract values exceed 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

POSTED

15 days ago

DEADLINE

in 17 days

AI Contract Overview

The City of St. Petersburg is seeking proposals from qualified, SEC-registered investment advisory firms to manage its short-term and medium-term investment portfolios. The selected Advisor will serve in a fiduciary capacity, providing expert recommendations on investment management, procedural adjustments, and asset disposition, all in compliance with Florida law and the City's established investment policies. These policies encompass various portfolios, including the Core Portfolio for short-term investments under one year, the Long-Term Debt Service Portfolio, Bond Proceeds Portfolio, Water Cost Stabilization Portfolio, and several alternative investment funds such as the Parks Preservation Fund, Environmental Preservation Fund, and others, with specific allocations and investment guidelines. The contract aims to secure professional advisory services with a budget range between $50,000 and $250,000. The solicitation, identified as RFP-24-296, was posted on September 23, 2024, with a response deadline of October 22, 2024. Interested firms can contact Cortni Kertesz via email or phone for further information or access the project details through the provided procurement portal link. The City emphasizes adherence to performance standards aligned with industry best practices, including AIMR (CFA Institute) performance reporting standards.

General Info

Agency

Florida → City of St. Petersburg

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

FL, USA

Set-Aside

NONE

Documents

Base Agreement for Investment Advisory Services with City of St. Petersburg

contract-document

High

RFP-24-296 Investment Advisory Services City of St. Petersburg

rfp

High

RFP-24-296 Proposal Requirements

rfp

High

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedSep 23

Solicitation

Response DeadlineOct 22

Deadline has passed

Submission Closed

10/22/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyFlorida → City of St. Petersburg

Contacts1 person available

OfficeN/A

Organization / AgencyFlorida → City of St. Petersburg

Office AddressN/A

Contacts

Cortni Kertesz

contact@example.gov

+1 (555) 000-0000

Full Description

The City of St. Petersburg is requesting proposals from qualified firms to provide investment advisory services (“Advisor”) for the City’s short-term and medium–term investment portfolios. The City desires to contract for services from a firm registered with the Securities and Exchange Commission (SEC) under the Investment Advisor’s Act of 1940 who will act in a fiduciary capacity for the City and present performance numbers in accordance with the Association for Investment Management Research “AIMR” (CFA Institute). The Advisor will be required to recommend investment management, procedural changes, investment selection and disposition in accordance with the laws of the State of Florida and the investment policies and procedures established by the City. The City’s investments are governed by the following Investment Policies, which have the portfolios listed for each policy: Investment Policy – City of St. Petersburg, Florida – Municipal Funds Core Portfolio - Short Term (maturities of less one year at the time of settlement)Core Portfolio – Long TermDebt Service-Related PortfolioBond Proceeds PortfolioWater Cost Stabilization Portfolio City of St. Petersburg, Florida – Alternate Investment Policy Parks Preservation Fund (Weeki Wachee) Environmental Preservation FundUp of 35% Market Value of the Water Cost Stabilization Portfolio Kopsick Arboretum Investment Fund Certain Donation Funds – Gene Stacy Irrev. Trust Negotiable Credit Holdings