This Solicitation opportunity from Florida was posted on August 15, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Management Services - Supplemental Early Retirement Plan

Closed

26-013-JCState & Local

Submission Closed09/15/2025, 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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Venture Capital Seed Fund Program Management

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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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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

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NYS Deferred Compensation Plan

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

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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 contract involves the District School Board of Pasco County seeking proposals from qualified firms to provide investment management services for its Supplemental Early Retirement Plan investment portfolio. The project is valued between 13 million and 15 million dollars and is posted under solicitation number 26-013-JC, with a response deadline of September 15, 2025. The selected firm will be responsible for managing the district’s retirement plan investments, ensuring compliance with applicable federal and state regulations, and adhering to the district’s investment policies. The contract aims to enhance the performance and security of the retirement fund assets, supporting the district’s long-term financial stability. The procurement process requires vendors to comply with various standard and federal terms, including certifications related to conflict of interest, foreign ownership, and drug-free workplace policies. Additional documentation includes affidavits regarding labor coercion and certifications affirming non-control by foreign governments. The process emphasizes transparency, legal compliance, and responsible procurement practices, with primary contact being James Class, reachable via email and phone. The contract will be awarded following a thorough evaluation of proposals, ensuring that the selected firm demonstrates expertise, financial stability, and adherence to all regulatory requirements, ultimately supporting the district’s commitment to prudent financial management and employee retirement benefits.

General Info

Agency

Florida → Pasco County Schools

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

FL, USA

Set-Aside

NONE

Documents

Federal Terms and Conditions for Non-Federal Entity Contracts 2023-06-08

federal-terms-and-conditions

High

Pasco County Schools RFP 26-013-JC: Investment Management Services - Supplemental Early Retirement Plan

rfp

High

RFP 26-013-JC: Investment Management Services – Supplemental Early Retirement Plan

rfp

High

Standard Terms and Conditions - Pasco County School Board

10 pages · standard-terms-and-conditions

High

Affidavit Regarding Use of Coercion for Labor and Services - Pasco County School Board

1 page · affidavit

Low

Conflict of Interest Certification Form Pasco County Schools

conflict-of-interest-form

Low

District School Board of Pasco County SERP Investment Policy

investment-policy

Low

Drug-Free Workplace Certification Form

other

Low

Foreign Country of Concern Attestation Form PUR 1355

1 page · attestation-form

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedAug 15

Solicitation

Response DeadlineSep 15

Deadline has passed

Submission Closed

09/15/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyFlorida → Pasco County Schools

Contacts1 person available

OfficeN/A

Organization / AgencyFlorida → Pasco County Schools

Office AddressN/A

Contacts

James Class

contact@example.gov

+1 (555) 000-0000

Full Description

The District School Board of Pasco County is seeking proposals from qualified firms interested in providing investment management services for the District’s Supplemental Early Retirement Plan investment portfolio.