This Government Contract opportunity from California was posted on June 5, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Consultant Services

Closed

Investment Consultant ServicesState & Local

Submission Closed07/04/2026, 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

New

SLED

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

POSTED

DEADLINE

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

POSTED

DEADLINE

South Jersey Ports is soliciting professional services for a Financial Advisor under solicitation number 49492. The selected individual or firm will be appointed by 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 of Directors meetings and execute a formal written contract for compensation as agreed upon by the SJPC. The scope of work focuses on high-level financial guidance, including transaction management for debt issuance and the investment and portfolio management of bond proceeds. The advisor will provide strategic consulting for capital and operation budgets, as well as expertise on bond structures, credit, marketing, and cash flow for New Jersey securities. Additionally, the advisor will support the Executive Director, CEO, and Board of Directors on general business transactions and financial issues. Compliance requirements include a mandatory disclosure of political contributions to the New Jersey Election Law Enforcement Commission for contracts exceeding 50,000 dollars and a warranty that no third-party agents were paid to secure the contract.

POSTED

DEADLINE

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.

POSTED

DEADLINE

Request for Proposals for Financial Advisory Services

Solicitation # 39266

The Town of Eastford, Connecticut, is soliciting sealed proposals from qualified firms to provide Independent Municipal Financial Advisory Services. The selected firm will support the Town's debt management and long-term fiscal strategy, with a scope of work that includes advising on the issuance and management of municipal debt for infrastructure and public facilities, assisting with long-term loans, providing analytical support, and conducting pre-audit reviews. The advisor is expected to attend Board of Selectmen or Town Meeting sessions and must operate in accordance with MSRB Rule G-23, Connecticut statutes, and industry best practices. Proposals must be sealed, marked as EASTFORD FINANCIAL ADVISORY SUBMISSION, and submitted to the Office of the First Selectman by 12:00 pm on October 21, 2026, with the contract award scheduled for November 9, 2026. The Town intends to establish a multi-year agreement with optional renewal periods, subject to annual appropriation. Evaluation will be based on firm and personnel qualifications, experience, proposal clarity, understanding of Eastford's needs, references, fee structure, and legal disclosures. Required certifications include SEC and MSRB registration, a statement of independence, and disclosures regarding regulatory actions or conflicts of interest within the last three years. The selected firm must maintain significant insurance coverages, including 3 million dollars per claim for Professional Liability and 1 million dollars per occurrence for General Liability, naming the Town of Eastford as an additional insured. Services cannot commence until all insurance documents are approved and written authorization is issued.

POSTED

DEADLINE

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.

Regina School Division No. 4

POSTED

DEADLINE

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.

POSTED

DEADLINE

Investment Advisory Services

Solicitation # K001653

Contracts Department of Transportation Corridor Agencies

POSTED

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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.

POSTED

DEADLINE

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

DEADLINE

Defined Contribution/Compensation Plans Investment Advisory Services

Solicitation # RFL270049LJ

TriMet is seeking a provider for investment advisory services specifically tailored for its defined contribution and compensation plans. This solicitation, identified as RFL270049LJ, is being managed by the agency in Oregon. Interested parties must submit their responses by the deadline of October 14, 2026, at 6:30 PM. The primary point of contact for this opportunity is Linda L. Joy. The services will be performed within the state of Oregon, and further details regarding the submission process can be accessed through the provided bid portal.

POSTED

DEADLINE

Financial Advisor Services

Solicitation # 3000012956

The University of North Carolina at Chapel Hill is soliciting proposals for Financial Advisor Services to support its Department of Finance. The primary objective is to maintain AAA-equivalent financial discipline through capital structure and debt capacity analysis, multi-year financial forecasting, and the development of strategies for rating agency engagement. The selected vendor will be responsible for delivering financial model architectures, scenario analysis outputs, debt capacity dashboards, and executive board presentations on a monthly, quarterly, or ad hoc basis. The contract features an initial three-year term with the possibility of two one-year extensions, for a maximum duration of five years. Proposals must be submitted electronically via the eVP portal by October 19, 2026. Evaluation is based on a narrative consensus of the committee, prioritizing the vendor's depth of experience with highly rated public institutions, their track record in higher education capital advisory, and the rigor of their proposed approach to the scope of work. Pricing is to be submitted as an annual lump sum fee on company letterhead. Vendors must comply with various North Carolina General Statutes and federal regulations, including E-Verify, anti-collusion laws, and specific certifications regarding business activities in Iran and Israel. Key requirements include the designation of a contract manager and strict adherence to background check and personnel substitution protocols.

Unc - Chapel Hill

POSTED

21 days ago

DEADLINE

in 6 days

AI Contract Overview

The contract seeks an investment consultant to provide a broad range of investment consulting services to the Board overseeing the Plans. Key responsibilities include evaluating investment fund performance against benchmarks and delivering detailed quarterly reports that cover economic conditions and capital market forecasts. The consultant will review and recommend updates to the Board’s investment policies and develop procedures for monitoring underperforming funds. They will also assess and suggest adjustments to asset allocation and investment structure to maintain portfolio diversification. The role involves advising on the selection and retention of investment managers, including conducting searches, negotiating terms, setting guidelines, and ongoing performance monitoring. Additionally, the consultant will educate the Board on relevant investment topics and regulatory developments while actively participating in Board and preparatory meetings held in San Diego. Another critical task is conducting a record-keeper search by drafting and issuing an RFP, evaluating proposals, facilitating finalist interviews, and providing recommendations to the Trustee Board. The overall goal is to ensure effective management and oversight of the Plans through comprehensive consulting, reporting, and stakeholder engagement. The solicitation was posted by the Business Administration Department of the City of San Diego, with responses due by early July 2026.

General Info

Investment consultant to evaluate funds, advise Board, provide reports, manage allocations, and conduct record-keeper search.

Agency

California → Business Adminstration Department of City of San Diego

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

California 92101, CA, USA

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedJun 5

Contract opportunity posted

Response DeadlineJul 4

Deadline has passed

Submission Closed

07/04/2026, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Business Adminstration Department of City of San Diego

Contacts1 person available

OfficeCA, USA

Organization / AgencyCalifornia → Business Adminstration Department of City of San Diego

Office AddressCA, USA

Contacts

Carly DanneyContact

contact@example.gov

Full Description

Scope: The Board is seeking an investment consultant to provide comprehensive investment consulting advice and services for the Plans. Investment consulting services should include, but are not limited to: 1. Assessing investment fund performance against benchmarks and providing written quarterly reports to the Board, including general economic conditions and forecasts of capital markets, interest rates, inflation, and risk and returns for all asset classes; 2. Reviewing the Board’s established Statement of General Investment Policies and Guidelines and recommending revisions as necessary. Preparing “watch list” procedures to be followed for investment funds not meeting expectations as identified through the quarterly performance evaluation; 3. Reviewing the appropriate asset allocation and structure of the Plan funds. Suggesting changes to the investment structure, as needed, to ensure diversified investment portfolio options; 4. Advising the Board on the selection and retention of investment managers. This will involve conducting investment manager searches, helping to negotiate terms of the engagement, providing written guidelines to managers consistent with individual mandates and the Plan Investment Policy, conducting ongoing due diligence and monitoring of investment manager performance; 5. Providing investment education to the Board to ensure the Board is apprised of all pertinent issues, including latest investment trends as well as regulatory updates; and 6. Attending Board meetings held in San Diego to present the information included in the written quarterly performance evaluation reports and to answer the Board’s questions regarding the investment funds and/or administration of the Plans. Participating in pre- Board meetings and preparation meetings with City and Third-Party Administrator staff to discuss agenda items to ensure the Board meetings are effective and efficient. 7. Performing record-keeper search, including drafting and issuing RFP, evaluating proposals and presenting evaluation report to the Trustee Board, and scheduling and facilitating interviews of finalist candidates for selection by the Trustee Board.

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