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Investment Policy Advisory & Compliance Monitoring

Active

State & Local

Response Deadline09/16/2026, 08:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The contract entails providing expert advice and ongoing monitoring to ensure full compliance with the East Baton Rouge City-Parish Investment Policy, focusing on the prudent management of public funds within established legal frameworks and risk tolerance levels. The successful bidder will be responsible for analyzing investment practices, identifying potential compliance gaps, and recommending adjustments to align with policy requirements, statutory limitations, and fiduciary standards. This role requires a deep understanding of municipal finance, regulatory constraints, and risk mitigation strategies to safeguard public assets while optimizing returns within acceptable parameters. The subcontract is open for bids with a response deadline of September 16, 2026, and is classified under NAICS code 523930, indicating a focus on other financial investment activities. The contract is administered by the East Baton Rouge City Parish Purchasing office under the Louisiana state agency structure, with performance expected to occur locally within the City-Parish jurisdiction. While specific point of contact details are not provided, interested parties must submit proposals through the official state procurement portal prior to the deadline to be considered for award.

General Info

Provide expert investment compliance advice for East Baton Rouge public funds by September 16, 2026.

Agency

Louisiana → East Baton Rouge City Parish PurchasingView Agency

NAICS

523930 - Investment AdviceView NAICS

Place of Performance

LA, US

Set-Aside

NONE

Documents

(0)

No documents available

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No contract breakdown available.

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Timeline

PostedAug 7

subcontract

Response DeadlineSep 16

Submission deadline

Response Deadline

09/16/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyLouisiana → East Baton Rouge City Parish Purchasing

ContactsNo contacts available

OfficeN/A

Organization / Agency

Louisiana → East Baton Rouge City Parish Purchasing

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Advise on and ensure compliance with the City-Parish Investment Policy, managing public funds within legal and risk parameters.

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