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Investment Advisory Services

Open

State & Local

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

Contract Overview

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

AI Contract Overview

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This subcontract for Investment Advisory Services involves the management of excess funds for prime contractors working on DeKalb County Board of Education projects. The selected provider will be responsible for delivering optimized investment yields, managing overnight repurchase agreements, ensuring the safekeeping of securities, and providing market-based interest rate benchmarks. To maintain compliance, the contractor must be licensed to provide investment advisory services in Georgia and adhere to all state laws governing public fund investments. The contract requires the delivery of monthly performance reporting to track investment outcomes. Interested parties should note that the solicitation was posted on November 5, 2026, with a response deadline of December 10, 2026. The services fall under NAICS code 523930 and are coordinated through the Georgia state procurement system for the DeKalb County Board of Education.

General Info

Investment advisory services for DeKalb County Board of Education excess fund management.

Agency

Georgia → Dekalb County Board of Education

NAICS

523930 - Investment Advice

Place of Performance

GA, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-804.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

27-804 Banking and Non-Banking Monetary Services

AI Contract Breakdown

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Timeline

PostedNov 5

subcontract

Response DeadlineDec 10

Submission deadline

Response Deadline

12/10/2026, 02:00:00 PM ESTin about 1 month

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Organization & Contact Information

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AgencyGeorgia → Dekalb County Board of Education

ContactsNo contacts available

OfficeN/A

Organization / AgencyGeorgia → Dekalb County Board of Education

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs investment advisory and management of excess funds for prime contractors on DeKalb County Board of Education projects. Provides market-based interest rate benchmarks, manages overnight repurchase agreements, and ensures safekeeping of securities. Must be licensed to provide investment advisory services in Georgia and comply with Georgia State laws regarding public fund investments. Delivers optimized investment yields and monthly performance reporting.

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