This Solicitation opportunity from Connecticut was posted on June 9, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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PENSION & POST EMPLOYMENT TRUST (OPEB) INVESTMENT CONSULTING SERVICES

Closed

2026R-03State & Local

Submission Closed07/14/2026, 06:00:00 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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RFP No. FIN-2610 - Investment Advisory Services

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The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

City of South Padre Island

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DEADLINE

Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

State University of New York (SUNY)

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DEADLINE

Retirement Plan Consultant RFP

Solicitation # 2140348

The State University of New York (SUNY) is seeking a full-service retirement plan consulting firm to serve as a fiduciary for its Defined Contribution Retirement Plans, including the ORP, VSP, VDC, and Pre-1990 plans. The selected contractor will act as a fully integrated extension of the University-wide Benefits Office, providing objective third-party investment advice, governance support, and participant engagement. The scope of work involves managing a complex multi-vendor environment consisting of four recordkeepers—TIAA, Fidelity, Corebridge, and Voya—and 62 active investment options. The contract is for an initial term of three years, with the possibility of a two-year extension. To qualify, bidders must demonstrate significant experience, including having provided similar consulting services within the last five years to at least five public or private DC plan sponsors with aggregate assets under advisement of at least one billion dollars, including at least one higher-education institution. Bidders must also be willing to assume fiduciary responsibilities, possess experience analyzing annuity contracts, and comply with New York State and federal digital accessibility regulations. The contract will be awarded based on best value, determined by a composite score of technical, cost, and presentation evaluations. Additionally, the procurement includes specific MWBE goals, with a total participation target of 30 percent, consisting of 16 percent for Minority-Owned Business Enterprises and 14 percent for Women-Owned Business Enterprises.

State University of New York (SUNY)

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Investment Advisory Services

Solicitation # 26-010

Central Washington University is soliciting independent investment advisory services for the Central Washington University Retirement Plan and Voluntary Investment Plan under solicitation number 26-010. The selected vendor will provide objective fiduciary consulting, including investment monitoring, fee analysis, governance support, and strategic recommendations to university leadership and the Retirement Committee. To qualify, contractors must maintain Registered Investment Adviser status, remain independent from proprietary investment products, and adhere to public sector fiduciary standards and robust cybersecurity practices. The contract features an initial three-year term with the possibility of year-to-year extensions, not to exceed a total of eight years. Award decisions will be based on a 100-point scoring system evaluating price and specific vendor responses. Proposals must be submitted as PDF documents to Curtis Smithgall by November 20, 2026. Required submission materials include a detailed company profile and a mandatory MWBE/Diversity Plan. The contractor is expected to provide hourly rate pricing and maintain independent insurance coverage, as they are excluded from the university's insurance policies.

Central Washington University

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Investment Grade Private Placement Asset Manager Search

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Venture Capital Seed Fund Program Management

Solicitation # STA26103-SSBCI_VENTURE

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DEADLINE

M-07-27 Investment Advisory Services

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

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.

BCC01 - Bristol Community College

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

The City is seeking proposals for Municipal Financial Advisory Services under RFP number 2027.0149. This solicitation is managed by the DAS Procurement agency in Connecticut, with Anthony Romano serving as the Project Manager and Kristopher Bottoni listed as the primary point of contact. The procurement process follows a one step unsealing method and is currently open for bidding in USD. The RFP was made available on October 22, 2026, and requires all submissions to be completed by the due date of November 19, 2026, at 4:00 PM. Interested bidders must submit any clarification questions online via ProcureWare by November 5, 2026. There is no required RFP deposit and no pre-proposal meeting scheduled for this project.

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The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.

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

Solicitation # Doc3361616312

The Asian Infrastructure Investment Bank is seeking bids from eligible and qualified providers to deliver Strategic Asset Allocation and Investment Advisory Services. This solicitation, identified by document number Doc3361616312, aims to secure professional expertise to guide the bank's investment strategies and asset distribution. Interested bidders must submit their responses by the deadline of November 4, 2026, at 08:45 UTC. The procurement process is managed by the Asian Infrastructure Investment Bank, and primary inquiries can be directed to the designated point of contact via email.

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POSTED

DEADLINE

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

POSTED

DEADLINE

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

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

Frankfort, Ky

POSTED

10 days ago

DEADLINE

in 22 days

AI Contract Overview

The Metropolitan District is seeking a qualified investment consulting firm to provide advisory services for its Pension and Post Employment Trust (OPEB) funds through an open Request for Proposal process identified as Bid Number 2026R-03. The solicitation, which became available on June 9, 2026, with a deadline for questions on June 30, 2026, requires proposals to be submitted by July 14, 2026, at 2:00 PM local time. The contract is for offline bidding in U.S. dollars and is categorized under NAICS code 523940, targeting firms specializing in investment consulting for public retirement and post-employment benefit plans. The district, a municipal utility serving the Capitol region of Connecticut, is looking for expertise to guide the management, strategy, and oversight of its trustee-held assets. All interested bidders must register through the official portal to access full details and submit responses, and no set-aside provisions are applicable. The primary point of contact for inquiries is Leland Zak, Contract Specialist at The Metropolitan District, reachable via phone or email at [email hidden]. The performance location is in Connecticut, and proposals will be evaluated based on the firm’s experience, methodology, team qualifications, and ability to align with the district’s fiduciary standards and long-term financial goals. The bidding process is currently open, with approximately 13 days remaining until submission closes.

General Info

Metropolitan District seeks investment consulting firm for Pension and OPEB Trust services, proposals due July 14, 2026.

Agency

Connecticut → The Metropolitan District

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CT, USA

Set-Aside

NONE

Documents

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

2 updates

PhaseClosed

PostedJun 9

Solicitation

Notice updatedJun 9

The notice description changed.

Notice updatedJun 9

The notice description changed.

Response DeadlineJul 14

Deadline has passed

Submission Closed

07/14/2026, 06:00:00 PM UTC

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Organization & Contact Information

AgencyConnecticut → The Metropolitan District

Contacts1 person available

OfficeCT, USA

Organization / AgencyConnecticut → The Metropolitan District

Office AddressCT, USA

Contacts

CT 06103 PLeland Zak | Contract Specialist | The Metropolitan District 555 Main Street | Hartford

contact@example.gov

Full Description

Return to Bid List Bid NUMBER 2026R-03 TITLE PENSION & POST EMPLOYMENT TRUST (OPEB) INVESTMENT CONSULTING SERVICES PROCESS Offline BASE CURRENCY USD STATUS Open for Bidding CLOSES IN 14 days: 1 hours: 9 minutes: 22 seconds DESCRIPTION BIDDERS CALENDAR
You must log in to register for Bid Events and to view Bid Question and Response information.
NUMBER 2026R-03 TITLE PENSION & POST EMPLOYMENT TRUST (OPEB) INVESTMENT CONSULTING SERVICES AVAILABLE DATE 6/9/2026 9:00 AM QUESTION DEADLINE 6/30/2026 4:00 PM DUE DATE 7/14/2026 2:00 PM CONTACT INFORMATION Leland Zak | Contract Specialist | The Metropolitan District 555 Main Street | Hartford, CT 06103 P: +1 (555) 000-0000 x3332 contact@example.gov BID TYPE RFP DESCRIPTION
PROPOSALS DUE: July 14, at 2:00PM (local time)
The Metropolitan District (MDC or District), a municipal water and sewer utility with a primary service area in the Capitol region of Connecticut, is seeking the services of a Pension and OPEB Trust Investment Consulting firm.