This Government Contract opportunity from Florida was posted on January 8, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Performance Monitoring & Reporting

Closed

State & Local

Submission Closed02/17/2025, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523930

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SLED

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BCC01 - Bristol Community College

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DEADLINE

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NYS Deferred Compensation Plan

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DEADLINE

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NYS Deferred Compensation Plan

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DEADLINE

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POSTED

DEADLINE

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POSTED

DEADLINE

Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

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DEADLINE

Real Estate Investment Due Diligence and Transaction SupportThis subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

The Investment Performance Monitoring and Reporting subcontract, issued by the Florida Human Resources agency, focuses on the continuous oversight of investment performance. The selected provider will be responsible for measuring performance against established benchmarks and Investment Policy Statement guidelines, ensuring that all financial activities align with mandated standards. Key deliverables include the preparation and delivery of detailed quarterly and annual reports for the Retirement Benefits Committee. Interested parties must submit their responses by the deadline of February 17, 2025, for this project categorized under NAICS code 523930.

General Info

Florida Human Resources agency seeks investment performance monitoring and reporting by February 17, 2025.

Agency

Florida → Human Resources

NAICS

523930 - Investment Advice

Place of Performance

FL, USA

Set-Aside

NONE

Documents

This scope was carved out of 25-288-RFP-PS.

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

View the prime solicitation

Investment Consultant Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedJan 8

subcontract

Response DeadlineFeb 17

Deadline has passed

Submission Closed

02/17/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyFlorida → Human Resources

ContactsNo contacts available

OfficeN/A

Organization / Agency

Florida → Human Resources

Office AddressN/A

ContactsNo contact information available

Full Description

Ongoing monitoring of investment performance against benchmarks and IPS guidelines, with preparation of quarterly and annual reports for the Retirement Benefits Committee.