This Government Contract opportunity from Alaska was posted on May 17, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Real Estate Investment Advisory Services

Closed

State & Local

Submission Closed05/27/2024, 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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Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

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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 Alaska Department of Revenue is seeking a subcontractor to provide fiduciary-level advisory services for the Alaska Permanent Fund Corporation. The scope of work focuses on real estate investment strategy, portfolio management, due diligence, and ongoing performance monitoring to ensure the fund's real estate assets are managed effectively. This opportunity was posted on May 17, 2024, with a response deadline of May 27, 2024. The contract falls under NAICS code 523930, specifically targeting professional expertise in investment advisory services to support the strategic goals of the state's permanent fund.

General Info

Subcontractor for Alaska Permanent Fund real estate investment advisory and portfolio management services.

Agency

Alaska Department of Revenue

NAICS

523930 - Investment Advice

Place of Performance

AK, USA

Set-Aside

NONE

Documents

This scope was carved out of APFC-FY24-011.

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

View the prime solicitation

Notice of Intent to Award - Real Estate Fiduciary 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 17

subcontract

Response DeadlineMay 27

Deadline has passed

Submission Closed

05/27/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyAlaska Department of Revenue

ContactsNo contacts available

OfficeN/A

Organization / AgencyAlaska Department of Revenue

Office AddressN/A

ContactsNo contact information available

Full Description

Provide fiduciary-level advisory services for real estate investment strategy, portfolio management, due diligence, and performance monitoring on behalf of the Alaska Permanent Fund Corporation.