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Investment Trading Execution

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State & Local

Contract Overview

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Bristol Community College is seeking a subcontract for Investment Trading Execution to manage the purchase and sale of securities for its investment projects. The selected provider must be a registered broker-dealer or trading entity capable of performing order execution and trade routing through electronic trading platforms and Bloomberg terminals to guarantee best execution. Key deliverables include the successful execution of trades and the provision of detailed trade confirmation reports. This opportunity is categorized under NAICS code 523110 and will be performed in Fall River, Massachusetts. Interested parties must submit their responses by the deadline of November 12, 2026.

General Info

Bristol Community College seeks a broker-dealer for investment trading execution by November 12, 2026.

Place of Performance

Elsbree Street Fall River, MA, 02720, USA

Set-Aside

NONE

Documents

This scope was carved out of BD-27-1381-BCC01-BCCFR-134721.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

M-07-27 Investment Advisory Services

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Organization & Contact Information

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AgencyMassachusetts → Bristol Community College
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Executes the purchase and sale of securities for prime contractors on Bristol Community College investment projects. Performs order execution and trade routing via Bloomberg terminals and electronic trading platforms to ensure best execution. Requires registration as a broker-dealer or trading entity. Delivers executed trades and trade confirmation reports.

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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 investment advisory firms to provide comprehensive investment management and strategic guidance. The selected firm will be responsible for developing investment advice, managing asset allocation and portfolio construction, and assisting the Board and Finance Committee in maintaining investment policies, risk tolerance levels, and reserve philosophies. Key deliverables include regular performance reporting and the implementation of active and passive strategies, including potential alternative investments and mission-aligned sustainable 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 fifteen-month term starting February 1, 2027, and ending June 30, 2028, with options for four additional one-year renewals based on funding and performance. Proposals are due by 2:00 p.m. EST on November 12, 2026, and must be submitted electronically in PDF format to Philicia Pacheco. Evaluation will be based on the firm's history, client base, sector experience with higher education and non-profits, staffing retention, investment philosophy, and cost proposals. Required submission documents include a W9 form, company contact information, a non-collusion statement, and a tax compliance certification. The winning bidder must also comply with Massachusetts General Laws regarding non-discrimination and labor standards.

POSTED

5 days ago

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in 16 days
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