This Solicitation opportunity from Texas was posted on November 20, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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REQUEST FOR PROPOSALS AND STATEMENTS OF QUALIFICATIONS FOR FINANCIAL ADVISOR FOR VARIOUS TEXAS WATER DEVELOPMENT BOARD WATERWORKS SYSTEMS PROJECTS

Closed

R:2025-TWDB Waterworks System Projects-FAState & Local

Submission Closed12/08/2025, 08:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523940

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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.

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Retirement Plan Consultant RFP

Solicitation # 2140348

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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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M-07-27 Investment Advisory Services

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

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

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Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

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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 City of Del Rio, Texas, is seeking statements of qualifications from professional firms to serve as a Financial Advisor for various waterworks systems projects. The selected advisor will be responsible for strategic financial planning, analyzing market conditions, recommending investments for bond proceeds, and providing guidance on securing loan and grant funding through programs established by the Texas Water Development Board. Interested parties must submit three copies of their qualifications statement to City Hall by 2:00 PM CST on December 8, 2025. It is critical that no cost or pricing information is included in the submission, as doing so will result in the immediate rejection of the proposal. Contracts awarded under this solicitation are contingent upon the release of funds from the Texas Water Development Board and must comply with the Professional Services Procurement Act and federal administrative requirements. The selection process will be based on the qualifications of the firm, and successful candidates must negotiate an acceptable agreement for services. Additionally, prime contractors are required to adhere to the fair share policy of the Environmental Protection Agency and the Texas Water Development Board, which emphasizes good faith efforts to include small, minority, and women-owned business enterprises in the procurement process.

General Info

Del Rio seeks a Financial Advisor for waterworks projects; qualifications due December 8, 2025.

Agency

Texas → City of Del Rio

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Del Rio, TX, USA

Set-Aside

NONE

Documents

City of Del Rio - Financial Advisor RFP

3 pages · rfp

High

City of Del Rio Vendor Packet - Conflict of Interest Disclosure

vendor-registration

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedNov 20

Solicitation

Response DeadlineDec 8

Deadline has passed

Submission Closed

12/08/2025, 08:00:00 PM UTC

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Organization & Contact Information

AgencyTexas → City of Del Rio

Contacts1 person available

OfficeDel Rio, TX, 78840, USA

Organization / AgencyTexas → City of Del Rio

Office AddressDel Rio, TX, 78840, USA

Contacts

contact@example.gov

Full Description

REQUEST FOR PROPOSALS AND STATEMENTS OF QUALIFICATIONS FOR FINANCIAL ADVISOR FOR VARIOUS TEXAS WATER DEVELOPMENT BOARD WATERWORKS SYSTEMS PROJECTS DUE: DECEMBER 8, 2025, 2:00 PM CST The City of Del Rio, Texas (City) requests the submission of qualifications statements, which will lead to the possible award of contracts to provide services for various project involving the City’s waterworks system. Scope of Work Services to be provided by Financial Advisor : strategic financial planning; analysis of market conditions; recommended investments of bond proceeds; provide recommendations to the City for financing through programs established by the TWDB, including loan and grant funding. Guidelines for Content of Qualification Statements DO NOT INCLUDE COST INFORMATION with the qualification statement. Responses that include cost or pricing information will be rejected and will not be considered by the City. Detailed instructions on preparation of the qualification statement must be obtained from the City. For more information on preparing and submitting the qualification statement, please submit via email to contact@example.gov. This information should be requested as soon as possible in order to allow time to prepare the document and comply with the procedures. Submittal Deadline Three (3) copies of the qualifications statement must be filed with the City by 2:00 PM (Central) on Monday, December 8, 2025, at City Hall, 109 West Broadway St., Del Rio, TX 78840. Minimum Qualifications and Selection Criteria The City will evaluate the proposals to determine which firm has the best qualifications. Contract Terms and Negotiation Schedule Consultants for Bond Counsel, Financial Advisor, and Engineering services are expected to negotiate an agreement for services which is acceptable to the City. If an acceptable contract cannot be negotiated, the City may formally end negotiations and begin negotiating with the next highest qualified person or firm. Contracts are contingent upon release of funds from the TWDB. Any contract awarded under the Requests for Qualifications (RFQs) is expected to be funded in part by a loan from the TWDB. Neither the State of Texas nor any of its departments, agencies, or employees are or will be a party to the RFQs, or any resulting contract. These RFQs are issued in accordance with Section 2254 of the Texas Government Code (Professional Services Procurement Act) and Title 40 Code of Federal Regulations, Part 31 (Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments). Contracts are subject to the TWDB and Environmental Protection Agency’s (“EPA”) “fair share policy”, which includes EPA approved “fair share goals” for MBE and WBE firms in the Construction, Supplies, Equipment; and Services procurement categories. EPA’s policy requires that applicants and prime contractors make a good faith effort to award a fair share of contracts, subcontracts, and procurements to small, minority and women-owned business enterprise (“SMWBE”) firms.. Although EPA’s policy does not mandate that the fair share goals be achieved, it does require applicants and prime contractors to demonstrate us of the six affirmative steps. For more details of the DBE Program and the current, applicable fair share goals, please visit www.twdb.texas.gov/dbe. Prime contractors are required to comply with EPA’s good faith effort policy when awarding sub-agreements for construction, supplies, equipment, and services. A complete version of TWDB document, “Guidance for Utilization of Small, Minority, and Women-Owned Businesses in Procurement”, is available at: www.twdb.texas.gov/financial/instructions/doc/TWDB-0210.pdf The City is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, handicap or national origin. Small, minority, and women-owned business enterprises are encouraged to submit proposals. RFQ for Financial Advisor Purchasing Required Forms