This Government Contract opportunity from Florida was posted on April 17, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Quarterly and Annual Investment Performance Reporting

Closed

State & Local

Submission Closed05/20/2026, 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: 523930

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SLED

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Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

This contract involves the preparation and delivery of comprehensive quarterly and annual investment performance reports specifically for state retirement plans. The reports will include detailed performance metrics, comparisons against established benchmarks, and tailored recommendations guided by the Investment Policy Statement. The objective is to provide clear and actionable insights into the investment outcomes to support effective management and oversight of the retirement plans. Issued by the Department of Management Services, Florida, this subcontract falls under NAICS code 523930, indicating it relates to investment advice services. The solicitation was posted in April 2026, with responses due by May 20, 2026. The contract aims to facilitate ongoing, systematic performance evaluation to ensure accountability and alignment with investment policies, although specific location details and points of contact are not provided in the contract summary.

General Info

Preparation and delivery of quarterly and annual investment performance reports for Florida state retirement plans.

Agency

Florida → Department of Management Services

NAICS

523930 - Investment Advice

Place of Performance

FL, USA

Set-Aside

NONE

Documents

This scope was carved out of DMS-25/26-039.

The full solicitation package (11 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

DMS-2526-039 Investment Consulting and Monitoring 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

PostedApr 17

subcontract

Response DeadlineMay 20

Deadline has passed

Submission Closed

05/20/2026, 06:00:00 PM UTC

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Organization & Contact Information

AgencyFlorida → Department of Management Services

ContactsNo contacts available

OfficeN/A

Organization / AgencyFlorida → Department of Management Services

Office AddressN/A

ContactsNo contact information available

Full Description

Prepare and deliver detailed quarterly and annual investment performance reports for state retirement plans, including performance metrics, benchmark comparisons, and recommendations based on the Investment Policy Statement.