This Solicitation opportunity from City of Palm Springs was posted on December 1, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Non-Discretionary Portfolio Advisory Services

Closed

RFP 23-25State & Local

Submission Closed01/06/2026, 02:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

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Solicitation # BD-27-1381-BCC01-BCCFR-134721

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BCC01 - Bristol Community College

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

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Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, identified by solicitation number 2139748, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. These accounts will operate as part of the Stable Income Fund, with insurance wrap coverage coordinated by the Plan's stable value structure manager. The contract is authorized under Section 5 of the State Finance Law and 9 NYCRR Section 9003.2, ensuring compliance with Section 457 of the Internal Revenue Code. The selected provider may be awarded a contract term of up to ten years. Proposals must be submitted to Callan LLC by 5:00 PM ET on November 18, 2026. Primary technical and submission coordination is handled by Thomas Shingler and Hannah Vieira of Callan LLC.

NYS Deferred Compensation Plan

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

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Investment Consulting Services

Solicitation # UofSRFPCP-858934

The University of Saskatchewan is seeking proposals for the provision of Investment Consulting Services under solicitation number UofSRFPCP-858934. This procurement process is managed by the university's Procurement department and is conducted through the Bonfire electronic bidding system. Interested respondents are required to register on the Bonfire platform to access the Request for Proposal documents, submit their bids, ask questions, and receive necessary addenda and notifications. The solicitation was posted on October 13, 2026, with a response deadline set for November 13, 2026, at 8:00 PM. All communications and inquiries regarding this opportunity should be directed to the Procurement office via email. Award notifications will be posted through the bidding system, and the services will be performed within the province of Saskatchewan.

University of Saskatchewan

POSTED

15 days ago

DEADLINE

in 17 days

General Info

Agency

Procurement Department of City of Palm Springs

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

3200 E. Tahquitz Canyon Way, Palm Springs, CA, 92262, USA

Set-Aside

NONE

Documents

RFP 23-25 Addendum 1 - Non Discretionary Portfolio Advisory Services

amendment

High

RFP 23-25 Addendum 2 - Non Discretionary Portfolio Advisory Services

amendment

High

RFP 23-25 Non-Discretionary Portfolio Advisory Services

rfp

High

RFP 23-25 Non-Discretionary Portfolio Advisory Services

rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedDec 1

Solicitation

Response DeadlineJan 6

Deadline has passed

Submission Closed

01/06/2026, 02:00:00 PM UTC

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Organization & Contact Information

AgencyProcurement Department of City of Palm Springs

Contacts1 person available

OfficePalm Springs, CA, 92262, USA

Organization / AgencyProcurement Department of City of Palm Springs

Office AddressPalm Springs, CA, 92262, USA

Contacts

Anil CholakkaraContact

contact@example.gov

+1 (555) 000-0000

Interested Companies (15)

Instintell Institutional Investor IntelligenceLondon

591237041St. Petersburg, GA

Allied SolutionsCarmel, Indiana

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Full Description

The City of Palm Springs (City) is currently seeking proposals from qualified firms interested in providing Non-Discretionary Portfolio Advisory Services for the City and the Palm Springs investment portfolios.
The Proposer must have minimum of 10 years’ experience providing investment advice to California public entities with a minimum portfolio balance of $400 million.
On a quarterly basis, attend meetings with the Oversight Committee. The selected investment manager should be available to provide status reports and/or present to City Council as requested.