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M-07-27 Investment Advisory Services

Active

BD-27-1381-BCC01-BCCFR-134721State & Local

Response Deadline11/12/2026, 07:00:00 PM UTC

Contract Overview

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

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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.

General Info

Bristol Community College seeks an investment advisory firm for sustainable portfolio management services.

Agency

Massachusetts → BCC01 - Bristol Community College

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Elsbree Street Fall River, MA, 02720, USA

Set-Aside

NONE

Documents

2

BD-27-1381-BCC01-BCCFR-134721: M-07-27 Investment Advisory Services

rfp

High

M-07-27 Investment Advisory Services

16 pages · rfp

High

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Timeline

PhaseSolicitation

PostedOct 22

Solicitation

Response DeadlineNov 12

Submission deadline

Response Deadline

11/12/2026, 07:00:00 PM UTCin 18 days

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Organization & Contact Information

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AgencyMassachusetts → BCC01 - Bristol Community College

Contacts1 person available

OfficeElsbree Street Fall River, MA, 02720, USA

Organization / AgencyMassachusetts → BCC01 - Bristol Community College

Office AddressElsbree Street Fall River, MA, 02720, USA

Contacts

Philicia PachecoPurchaser

Full Description

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Bristol Community College is seeking proposals from qualified experienced Investment Advisory Firms.

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