Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, September 16 at 2:00 PM EDT

Register Free →

Search

Top

Back to Contracts

Investment Policy Consultant

Active

State & Local

Response Deadline09/28/2026, 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

Show more

The Investment Policy Consultant subcontract for the County of Dona Ana in New Mexico involves providing expert financial analysis and the development of investment strategies for prime contractors. The selected consultant will be responsible for creating countywide investment policies, conducting specialized financial studies utilizing macroeconomic forecasting models and portfolio analysis tools, and delivering formal Investment Policy Statements and financial study reports. Qualified candidates must hold a CFA, CFP, or an equivalent institutional certification to meet the professional requirements of the role. This opportunity falls under NAICS code 523910 and was posted on August 27, 2026, with a response deadline of September 28, 2026.

General Info

Investment policy consultant for Dona Ana County requiring CFA/CFP certification by September 28, 2026.

Agency

New Mexico → County of Dona AnaView Agency

NAICS

523910 - Miscellaneous IntermediationView NAICS

Place of Performance

Not specified

Set-Aside

NONE

Documents

This scope was carved out of 27-009.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP 27-009 Financial Advisor Services

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedAug 27

subcontract

Response DeadlineSep 28

Submission deadline

Response Deadline

09/28/2026, 08:00:00 PM UTCin 22 days

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyNew Mexico → County of Dona Ana

ContactsNo contacts available

OfficeN/A

Organization / Agency

New Mexico → County of Dona Ana

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Performs financial analysis and develops investment strategies for prime contractors on Doña Ana County projects. Develops countywide investment policies and strategies and conducts specialized financial studies using portfolio analysis tools and macroeconomic forecasting models. Requires CFA, CFP, or equivalent institutional certification. Delivers Investment Policy Statements (IPS) and financial study reports.

Similar Contracts

Same NAICS industry code

Media Planning and Buying

Central Shenandoah Planning District Commission

POSTED

DEADLINE

Morganza to the Gulf Project, BLH-Wet LA Coastal Zone Resources, Mitigation Bank Credits, CEMVN

Solicitation # W912P826RA032

Solicitation W912P826RA032 is an unrestricted, fixed-price procurement issued by the U.S. Army Corps of Engineers New Orleans District (CEMVN) for the purchase of BLH-Wet mitigation bank credits. These credits are required to compensate for unavoidable habitat losses caused by borings, surveys, and the construction of Reach F for the Morganza to the Gulf Project within the Louisiana Coastal Zone. The government seeks up to 4.59 average annual habitat units (AAHUs), with all credit sales required to be executed in 1/10th acre increments. Eligible mitigation banks must be physically located within the Terrebonne Basin, coextensive with Hydrologic Unit Code 08090302, and must comply with their Mitigation Banking Instrument, 33 CFR Part 332, and the BLH-Wet Wetland Value Assessment Community Model version 1.2. The award will be based on a lowest-price technically acceptable source selection process, with a preference for otherwise successful offers from small business concerns. Proposals are due by September 14, 2026, and must be submitted electronically. The delivery schedule is set for 10 calendar days from the date of award. Key administrative requirements include registration in the System for Award Management (SAM) under NAICS code 523910 and the use of the Wide Area WorkFlow (WAWF) system for electronic invoicing. Amendment 0001 updated the solicitation package to include the Mitigation Purchase Agreement, which offerors must acknowledge upon submission.

W07V Endist New Orleans

POSTED

DEADLINE

MRL Environmental Mitigation Bank Credits - Bottomland Hardwood, CEMVN

Solicitation # W912P826RA035

Solicitation W912P826RA035, issued by the U.S. Army Corps of Engineers (USACE) New Orleans District, seeks a firm-fixed-price contract for the purchase of Bottomland Hardwood (BLH) Wet mitigation bank credits. The government requires a minimum of 13.09 average annual habitat units (AAHUs) to compensate for habitat losses associated with three Mississippi River Levee projects: the Blackhawk Levee Slide Repair, Old River Seepage Berm, and Upper 5th LA Levee District Levee Enlargement. Eligible credits must be located within the Red River Basin (HUC 08040301), classified specifically as restoration credits, and assessed using version 1.2 of the BLH-Wet Wetland Value Assessment Community Model. All credit sales must be conducted in 1/10th acre increments. The award will be determined using the lowest price technically acceptable (LPTA) source selection process. To be considered responsive, offerors must provide a completed SF 1449, a detailed bid schedule, a bank location map, a signed Mitigation Purchase Agreement, current RIBITS ledger information, and proof of a recorded perpetual conservation servitude. Proposals are due by September 15, 2026, at 11:00 AM. Upon award, the contractor must provide a signed credit release letter and the fully executed Mitigation Purchase Agreement within 10 days. Payment will be processed via Electronic Funds Transfer.

W07V Endist New Orleans

POSTED

DEADLINE

Master Lease Agreement AdministrationThis subcontract focuses on the administration of Master Lease Agreements to provide equipment leasing structures and financing for prime contractors involved in banking services projects for the City of Snellville. The scope of work includes managing lease terms, processing payments, and overseeing equipment procurement financing in accordance with standard commercial lending and leasing regulations. The primary objective is to deliver a fully executed Master Lease Agreement and ensure the successful funding of equipment procurement. The opportunity is categorized under NAICS code 523910 and is associated with the City of Snellville in Georgia. Interested parties must adhere to the response deadline of September 15, 2026. This arrangement ensures that prime contractors have the necessary financial frameworks and equipment access required to execute their project obligations effectively.

City of Snellville

POSTED

DEADLINE

Credit Analysis and Risk Assessment Services

POSTED

DEADLINE

Private Capital Procurement ServicesThis subcontract for Private Capital Procurement Services supports prime contractors on HUD Lead-Safe and Healthy Homes Financing Demonstration projects. The selected provider will supply capital procurement expertise to identify and engage private investors and market the Fund to private capital sources. The primary objective is to secure private investment commitments to achieve a target leverage ratio of at least 4:1 relative to HUD funding. This opportunity is managed by the Department of Housing and Urban Development under NAICS code 523910, with a response deadline of September 14, 2026.

Department Of Housing And Urban Development

POSTED

DEADLINE

MTG Fresh/Intermediate Marsh Bank Solicitation

New Orleans District

POSTED

DEADLINE

More opportunities from New Mexico → County of Dona Ana

Same awarding agency

Insurance Account Management Services

Administrative Management and General Management Consulting Services

POSTED

DEADLINE

Insurance Brokerage and Placement Services

Insurance Agencies and Brokerages

POSTED

DEADLINE

27-0011 Insurance Broker Services

Solicitation # county-of-dona-ana-1238909

Insurance Agencies and Brokerages

POSTED

DEADLINE

Fraud Risk Assessment and Internal Control Consulting

Administrative Management and General Management Consulting Services

POSTED

DEADLINE

Investigative Interviewing and Evidence Management

All Other Professional, Scientific, and Technical Services

POSTED

DEADLINE

Forensic Accounting and Fraud Investigation Services

Offices of Certified Public Accountants

POSTED

DEADLINE

RFP 27-0010 On Call Forensic Auditing Fraud Investigation Services

Solicitation # 27-0010

Offices of Certified Public Accountants

POSTED

DEADLINE

Public Finance Consultant (Debt Issuance)This subcontract opportunity is for a Public Finance Consultant to provide financial engineering and advisory services for municipal bond issuance on projects within Dona Ana County, New Mexico. The selected consultant will be responsible for developing plans of finance, preparing financing schedules, and managing both competitive and negotiated sale processes for Revenue Bonds, General Obligation Bonds, and Public Improvement Districts. The role requires specialized experience in New Mexico public finance and debt issuance to ensure the successful delivery of executed bond issuances and comprehensive financing plans. Interested parties must respond by September 28, 2026, for this engagement associated with NAICS code 523110.

Investment Banking and Securities Dealing

POSTED

DEADLINE

Municipal Disclosure SpecialistThe County of Dona Ana in New Mexico is seeking a Municipal Disclosure Specialist under a subcontract agreement to manage legal and regulatory documentation for bond sales. The selected contractor will be responsible for assisting bond counsel in drafting Official Statements, preparing essential disclosure documents, and developing comprehensive credit profiles for submission to rating agencies. This role requires specialized expertise in SEC disclosure requirements and MSRB regulations to ensure all financial documentation is compliant. Key deliverables include the production of draft Official Statements, credit profiles, and detailed disclosure reports. Interested parties must submit their responses by September 28, 2026.

Offices of Lawyers

POSTED

DEADLINE

RFP 27-009 Financial Advisor Services

Solicitation # 27-009

The County of Dona Ana, New Mexico, is soliciting proposals under RFP 27-009 for a professional financial advisor to serve as an independent consultant on debt financing projects. The selected advisor will manage bond financing processes and negotiate alternatives for revenue bonds, general obligation bonds, public improvement districts, debt refinancing, and countrywide investment policies. Services are provided on a task order basis, with the initial contract term running from the date of award until June 30, 2020, and including an option for three additional one-year renewals for a total duration not to exceed four years. Proposals must be submitted electronically via the County's Workday Strategic Sourcing website by 2:00 p.m. MST on September 28, 2026. Award decisions are based on qualifications-based competitive sealed proposals, evaluating the offeror's response to the scope of work, the financing team's experience with New Mexico public finance and local government debt issuance, and cost. Preference points are available for certified New Mexico resident businesses and resident veteran businesses with annual gross revenues up to 3 million dollars. The contractor must adhere to strict compliance standards, including the Americans with Disabilities Act, Title VI of the Civil Rights Act of 1964, and various state and federal non-discrimination laws. Required submission documents include a cover letter, narrative response, cost proposal, references, and several disclosure forms regarding campaign contributions, related parties, debarment, and non-collusion. Payment is processed via ACH, and the contract is contingent upon the allocation of sufficient county appropriations.

Portfolio Management and Investment Advice

POSTED

DEADLINE

Mail Integrity Tracking and Audit ReportingThe Mail Integrity Tracking and Audit Reporting subcontract supports the Dona Ana County Assessor's Office by providing essential technical documentation and audit trails. The selected provider is responsible for generating Times and Totals Audit Reports, Fault Summary Reports, and Fee Count Summaries through the use of intelligent inserters and printers, ensuring all reports are reconciled with USPS Form 3553. Computer-generated audit reports must be delivered within 15 days of mailing. This opportunity, categorized under NAICS code 522320, was posted on August 10, 2026, with a response deadline of September 9, 2026.

Financial Transactions Processing, Reserve, and Clearinghouse Activities

POSTED

DEADLINE

CASS Certification and Presort Mailing ServicesThis subcontract for CASS Certification and Presort Mailing Services supports the Dona Ana County Assessor's Office in New Mexico. The selected provider will be responsible for address validation, sorting, and the preparation of mail for prime contractors, ensuring all outputs are presorted and ready for USPS delivery. Key technical requirements include the use of CASS-certified software and automated inserters to execute automated carrier routing and the application of First Class permits and postal indicia in strict compliance with USPS guidelines. The opportunity is categorized under NAICS code 522320 and was posted on August 10, 2026. Interested parties must submit their responses by the deadline of September 9, 2026, at 8:00 PM. Further details and application processes are managed through the County of Dona Ana public procurement portal.

Financial Transactions Processing, Reserve, and Clearinghouse Activities

POSTED

DEADLINE