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Real Estate Portfolio Performance Calculation and Reporting

Active

State & Local

Response Deadline12/04/2026, 08:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The Real Estate Portfolio Performance Calculation and Reporting subcontract for the Oregon State Treasury involves providing independent investment return calculations for prime contractors. The selected provider will be responsible for collecting raw performance data from managers across 86 portfolio positions, reconciling this information against State Street Bank records, and utilizing specialized performance measurement software to independently verify manager-reported values. The primary deliverable for this engagement is the generation of formal quarterly performance reports. This opportunity is categorized under NAICS code 541990, with the place of performance located in Tigard, Oregon. Interested parties must submit their responses by the deadline of December 4, 2026.

General Info

Independent investment return calculations and quarterly performance reporting for Oregon State Treasury portfolios.

Agency

Oregon State Treasury

NAICS

541990 - All Other Professional, Scientific, and Technical Services

Place of Performance

Tigard, OR, 97224, USA

Set-Aside

NONE

Documents

This scope was carved out of OIC1063.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Real Estate Portfolio Consultant Services

AI Contract Breakdown

Uniform Contract Format

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Timeline

PostedSep 23

subcontract

Response DeadlineDec 4

Submission deadline

Response Deadline

12/04/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyOregon State Treasury

ContactsNo contacts available

OfficeN/A

Organization / AgencyOregon State Treasury

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies independent investment return calculations for prime contractors on Oregon State Treasury projects. Collects raw performance data from managers for 86 portfolio positions, reconciles data against State Street Bank records, and generates formal quarterly performance reports. Requires use of performance measurement software and ability to independently verify manager-reported values. Delivers quarterly performance reports.

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