This Government Contract opportunity from Rhode Island was posted on January 3, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Municipal Securities Structuring Advisor

Closed

State & Local

Submission Closed12/31/2025, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 523930

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BCC01 - Bristol Community College

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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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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 Rhode Island Housing and Mortgage Finance Corporation is seeking a Municipal Securities Structuring Advisor under a subcontract agreement. The selected advisor will provide expert guidance on the structuring of both taxable and tax-exempt municipal securities, with a specific focus on bond issuance strategies, credit enhancement, and ensuring full compliance with SEC regulations. This opportunity was posted on January 3, 2025, and remains open for responses until December 31, 2025. The contract falls under NAICS code 523930 and is managed by the state of Rhode Island. Interested parties can find further details through the official Rhode Island purchasing portal.

General Info

Agency

Rhode Island Housing and Mortgage Finance Corporation

NAICS

523930 - Investment Advice

Place of Performance

RI, USA

Set-Aside

NONE

Documents

This scope was carved out of RI Housing and Mortgage Finance Corporation Continuous Advice RFP 2025.

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

View the prime solicitation

Continuous Advice and Recommendations

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 3

subcontract

Response DeadlineDec 31

Deadline has passed

Submission Closed

12/31/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyRhode Island Housing and Mortgage Finance Corporation

ContactsNo contacts available

OfficeN/A

Organization / AgencyRhode Island Housing and Mortgage Finance Corporation

Office AddressN/A

ContactsNo contact information available

Full Description

Provide expert guidance on structuring tax-exempt and taxable municipal securities, including bond issuance strategies, credit enhancement, and SEC compliance.