This Government Contract opportunity from Tennessee was posted on May 14, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Participant Engagement and Customer Support

Closed

State & Local

Submission Closed06/09/2025, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523999

New

SLED

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Finance (01-20, 02-60)

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Investment Custodial ServicesBristol Community College is seeking a subcontract for Investment Custodial Services to support prime contractors on investment advisory projects. The selected provider must be a regulated financial institution capable of offering secure asset safekeeping, trade settlement, and corporate action processing. These services will be managed through electronic trade settlement systems and secure custodial accounting platforms to ensure accurate record-keeping and the delivery of periodic account statements. The opportunity is listed under NAICS code 523999, with the place of performance located in Fall River, Massachusetts. Interested parties should note that the solicitation was posted on October 22, 2026, and the deadline for responses is November 12, 2026.

Bristol Community College

POSTED

DEADLINE

Escrow Services for Transportation ProjectsThe California Department of Transportation is seeking a licensed California Escrow Agent or Company to provide escrow services for transportation projects. The selected subcontractor will be responsible for managing the holding and disbursement of funds for prime contractors, specifically overseeing the escrow lifecycle for real estate transactions. This role involves processing reconveyance documents through secure trust accounts and escrow accounting systems, with typical transaction timelines ranging from 30 to 90 days. The primary deliverables for this contract include the successful closure of escrows and the delivery of processed reconveyance documents. Performance will take place in Mariposa, California. Interested parties must submit their responses by November 10, 2026, in accordance with the solicitation posted on October 19, 2026.

California Department of Transportation

POSTED

DEADLINE

ABLE Account Establishment and AdministrationThis subcontract focuses on the establishment and administration of ABLE accounts for prime contractors working on projects for the Washington State Department of Children, Youth and Families. The selected provider will be responsible for coordinating with financial institutions to open accounts, managing all deposits and withdrawals, and facilitating the transition of account ownership for youth exiting care. To successfully execute these duties, the contractor must possess specialized knowledge of federal and state ABLE regulations and have access to compliant financial platforms. The scope of work requires the delivery of active accounts accompanied by detailed transaction logs and balance reports. Performance will take place across multiple counties within Washington. Interested parties should note that the response deadline for this opportunity is November 30, 2026, and the project falls under NAICS code 523999.

Department of Children Youth and Families

POSTED

DEADLINE

Fund Administration and Trustee ServicesThe Fund Administration and Trustee Services subcontract involves providing fiduciary and financial management for prime contractors working on Eugene Water and Electric Board mitigation fund projects. The selected provider will establish and act as a trustee, implementing strict financial management protocols to oversee the investment of funds into interest-bearing accounts and the coordination of distributions. To ensure operational excellence and legal compliance, the contractor must utilize professional accounting software and adhere to Oregon Revised Statutes 279A and 279B. Key deliverables include the provision of annual financial reports and the maintenance of a managed fund balance. This opportunity is associated with agency EWEB in Oregon, with a response deadline set for November 2, 2026.

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Private Markets Specialist Consulting (PE, Credit, Real Estate, Infra)This subcontract opportunity with Fairfax County in Virginia seeks a Private Markets Specialist to provide comprehensive monitoring and cash-flow analytics for non-public investments. The selected consultant will support prime contractors on Uniformed Retirement System projects by overseeing private equity, credit, real estate, and infrastructure programs. Key responsibilities include managing pacing plans, tracking capital calls, analyzing valuations, and calculating critical performance metrics such as Internal Rate of Return and time-weighted returns. The consultant will be responsible for delivering detailed private markets monitoring reports and strategic pacing plans. Interested parties should note that the response deadline is November 2, 2026, and the project falls under NAICS code 523999.

POSTED

DEADLINE

Investment Manager Research and Operational Due Diligence (ODD)This subcontract opportunity with Fairfax County in Virginia focuses on providing investment manager research and operational due diligence for Uniformed Retirement System projects. The selected provider will be responsible for conducting both Investment Due Diligence and Operational Due Diligence through a combination of virtual and onsite audits to support prime contractors. Key deliverables include the maintenance of conflict-free manager universes, the identification of watch list triggers, and the production of detailed due diligence memos and manager shortlist reports. In addition to research and auditing, the contract requires the provision of fee benchmarking and negotiation support to ensure optimal pricing. Interested parties should note that the solicitation was posted on October 1, 2026, with a response deadline of November 2, 2026. The work falls under NAICS code 523999, covering miscellaneous financial investment activities.

POSTED

DEADLINE

CHIPS Federal credit, portfolio management, and financial management supportThe Department of Commerce is seeking professional services to provide federal credit, portfolio management, and financial management support. The primary objective of this contract is to ensure the oversight and protection of CHIPS funds through the implementation of controls designed to mitigate fraud, waste, and abuse. The selected provider will offer specialized financial expertise in investment and lending to ensure full compliance with the CHIPS Act, the Federal Credit Reform Act of 1990, and applicable OMB Circulars. This engagement is critical for meeting OMB requirements to limit government risk regarding default losses and to prepare for mandatory balance sheet audits of loan assets. The opportunity is listed as a forecast under NAICS code 523999, with Adriana Di Rocco serving as a primary point of contact for the initiative.

POSTED

DEADLINE

Venture Capital Investment & Portfolio AnalystThis subcontract for a Venture Capital Investment and Portfolio Analyst supports prime contractors on projects for the Illinois Department of Commerce and Economic Opportunity. The role focuses on the technical evaluation and management of equity investments, including overseeing application intake, screening for program eligibility, and conducting thorough due diligence on small businesses. The selected provider must possess specialized expertise in SSBCI federal compliance and be proficient in using financial modeling tools and venture capital portfolio tracking software. Key deliverables include the production of detailed investment evaluation reports and comprehensive portfolio performance reports. The work is performed in Springfield, Illinois, under the agency of Strategic Sourcing and Procurement. This engagement is categorized under NAICS code 523999, ensuring that the management of these equity investments meets all state and federal regulatory requirements.

Strategic Sourcing & Procurement

POSTED

DEADLINE

Investment Fund Administration & Financial ReportingThe Investment Fund Administration and Financial Reporting subcontract, issued by the Department of Defense under Washington Headquarters Services, focuses on providing critical financial and administrative support for investment fund managers operating the Department of War NSFF credit facility. The selected provider will be responsible for maintaining comprehensive financial records, managing distributions, and generating performance reports while ensuring strict compliance with OSC reporting requirements. Key deliverables include the production of periodic financial reports and audit-ready fund statements. This opportunity, categorized under NAICS code 523999, was posted on August 20, 2026, with a response deadline of November 1, 2026.

Washington Headquarters Services

POSTED

DEADLINE

CHIPS Federal credit, portfolio management, and financial management supportThe Department of Commerce Office of the Director is seeking professional services to provide federal credit, portfolio management, and financial management support. The primary objective of this contract is to ensure the oversight and protection of CHIPS funds through the implementation of controls designed to mitigate fraud, waste, and abuse. The selected provider will offer specialized financial expertise in investment and lending to ensure full compliance with the CHIPS Act, the Federal Credit Reform Act of 1990, and applicable OMB Circulars. This engagement is critical for meeting OMB requirements to limit government risk regarding default losses and preparing for mandatory balance sheet audits of loan assets. Classified under NAICS code 523999, this requirement is currently listed as a forecast. Interested parties may coordinate with the point of contact, Adriana Di Rocco, regarding this procurement opportunity.

Office of the Director

POSTED

DEADLINE

Pension Investment Consulting SupportThis subcontract for Pension Investment Consulting Support involves providing expert consulting services to optimize investment strategies and enhance fund management for prime contractors working on City of Fairfax Economic Development Authority pension projects. The scope of work includes analyzing pension fund performance, developing investment strategies, and managing fund optimization processes through the use of actuarial analysis tools and financial modeling software. The selected provider must possess specialized expertise in fiduciary standards for government pension funds to deliver comprehensive performance analyses and investment strategy reports. This engagement is based in Fairfax, Virginia, and falls under NAICS code 523999.

City of Fairfax Economic Development Authority

POSTED

11 months ago

DEADLINE

N/A

AI Contract Overview

The Participant Engagement and Customer Support subcontract focuses on providing comprehensive support services for 457(b) plan participants. The scope of work includes the delivery of employee enrollment sessions, personalized one-on-one financial counseling, dedicated call center support, and the creation and distribution of educational materials to ensure participants are well-informed about their plan options. This opportunity is associated with the agency in Nashville, Tennessee, and falls under NAICS code 523999. The solicitation was posted on May 14, 2025, and requires a response by the deadline of June 9, 2025.

General Info

Agency

Tennessee → Nashville

NAICS

523999 - Miscellaneous Financial Investment Activities

Place of Performance

TN, USA

Set-Aside

NONE

Documents

This scope was carved out of 395376.

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

View the prime solicitation

Deferred Compensation Services

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

PostedMay 14

subcontract

Response DeadlineJun 9

Deadline has passed

Submission Closed

06/09/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyTennessee → Nashville

ContactsNo contacts available

OfficeN/A

Organization / AgencyTennessee → Nashville

Office AddressN/A

ContactsNo contact information available

Full Description

Delivering employee enrollment sessions, one-on-one financial counseling, call center support, and educational materials for 457(b) plan participants.