This Solicitation opportunity from Massachusetts was posted on July 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
Request for Responses to Provide Investment Advisory Services
Closed
BD-26-1211-MSBA-MASS-131180State & LocalSubmission Closed
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
General Info
NAICS
N/A
Place of Performance
Boston, MA, 02109, USASet-Aside
NONE
Documents
31PDFHighAI Summary for Addendum No. 1 - MSBA Investment Advisory Services Q&A: This document is Addendum No. 1 dated July 20, 2026, for the Massachusetts School Building Authority's Request for Responses to Provide Investment Advisory Services. It contains a detailed Questions and Answers section addressing portfolio allocations, management style, liquidity targets, reporting frequency, incumbent advisor, and other investment-related inquiries. The addendum also includes a quarterly report with portfolio summaries by security type, holdings details, and performance data as of June 30, 2026. The document clarifies the scope of advisory services and provides current investment holdings and statements as attachments.
Addendum No. 1 - MSBA Investment Advisory Services Q&A
PDF, High priority: read this firstamendmentPDFHighAI Summary for Attachment B - Certification of Compliance with Laws: Attachment B is a Certification of Compliance with Laws document required as part of a response to a Request for Response (RFR). It includes multiple certifications by the contractor regarding compliance with Massachusetts laws on taxes, employment, workers' compensation, child care, and non-discrimination, among others. The document also requires disclosure of organizational structure, relationships, and any potential conflicts of interest. Respondents must sign and complete Section 12 (A through I) to certify compliance under penalty of perjury. This document is essential for ensuring legal and ethical compliance in the contracting process.
Attachment B - Certification of Compliance with Laws
PDF, High priority: read this firstcertification-of-complianceXLSXHighAI Summary for Attachment F - Cost Proposal for Investment and Financial Advisory Services: Attachment F contains a detailed cost proposal template for Investment Advisory Services and Financial Advisory Services. It includes instructions for completing an Asset Management Fee Schedule based on a $400 million investment portfolio, with options for single flat fees or tiered fee structures. The document also requests hourly rates for engagement team members across multiple years, including optional years, and anticipates listing any separately billed expenses. Additionally, it covers proposed team hourly rates, fee per transaction, and annual fees for financial advisory services over several years. The document is structured in sections and tables to capture comprehensive pricing information for advisory services.
Attachment F - Cost Proposal for Investment and Financial Advisory Services
XLSX, High priority: read this firstcost-proposalHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180 - Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) for qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and providing long-term strategies. The bid opening date is 08/07/2026. The document includes references to multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180 - Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation issued by the Massachusetts School Building Authority (MSBA) for Investment Advisory Services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Requirements include SEC registration under the Investment Advisers Act of 1940. Bid opening date is 08/07/2026. Includes one amendment (Addendum No. 1) providing Q&A.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: The Massachusetts School Building Authority (MSBA) is soliciting responses from SEC-registered firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and implementing long-term strategies. The bid opening date is August 7, 2026. The solicitation includes multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) for qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and providing long-term strategies. The bid opening date is 08/07/2026. Requirements include SEC registration under the Investment Advisers Act of 1940 and compliance with FINRA and State Licensing Boards.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) for qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and providing long-term strategies. The bid opening date is 08/07/2026. Requirements include SEC registration under the Investment Advisers Act of 1940 and compliance with FINRA and State Licensing Boards.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation issued by the Massachusetts School Building Authority (MSBA) seeking responses from qualified, SEC-registered firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Bid opening date is 08/07/2026.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) for qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and providing long-term strategies. Bidders must be SEC-registered. The bid opening date is 08/07/2026. The solicitation includes multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation issued by the Massachusetts School Building Authority (MSBA) seeking qualified, SEC-registered firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Bid opening date is 08/07/2026.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation issued by the Massachusetts School Building Authority (MSBA) for Investment Advisory Services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Requirements include SEC registration under the Investment Advisers Act of 1940. Bid opening date is 08/07/2026. The document includes references to multiple attachments and one amendment (Addendum No. 1) containing Q&A.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and implementing long-term strategies. Requirements include SEC registration under the Investment Advisers Act of 1940. Bid opening date is 08/07/2026. The document includes references to multiple attachments and one amendment (Addendum No. 1) containing Q&A.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation issued by the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Requirements include SEC registration under the Investment Advisers Act of 1940 and compliance with FINRA and State Licensing Boards. Bid opening date is 08/07/2026.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and providing long-term strategies. Bidders must be SEC-registered. Bid opening date is 08/07/2026. The document includes references to multiple attachments and Addendum No. 1.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Bidders must be SEC-registered. The bid opening date is 08/07/2026. The solicitation includes multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and implementing long-term strategies. Bidders must be SEC registered. Bid opening date is 08/07/2026. The solicitation includes multiple attachments and one amendment (Addendum No. 1) containing Q&A.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Bidders must be SEC-registered. The bid opening date is 08/07/2026, and the document includes references to multiple attachments and Addendum No. 1.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation issued by the Massachusetts School Building Authority (MSBA) seeking qualified SEC-registered firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Bid opening date is 08/07/2026. The document includes references to multiple attachments and Addendum No. 1 (Q&A).
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. Bidders must be SEC-registered. The bid opening date is 08/07/2026, and the document includes references to multiple attachments and Addendum No. 1.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) for qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and providing long-term strategies. The bid opening date is 08/07/2026. The document references multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: Bid solicitation from the Massachusetts School Building Authority (MSBA) for qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and establishing long-term strategies. The bid opening date is 08/07/2026. The document includes references to multiple attachments and Addendum No. 1 (Q&A).
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: A bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and implementing long-term strategies. The bid opening date is 08/07/2026. The document includes references to multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpHTMLHighAI Summary for BD-26-1211-MSBA-MASS-131180: Investment Advisory Services: A bid solicitation from the Massachusetts School Building Authority (MSBA) seeking qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting principal and implementing long-term strategies. The bid opening date is August 7, 2026. The solicitation includes multiple attachments and one amendment (Addendum No. 1) containing a Q&A document.
BD-26-1211-MSBA-MASS-131180: Investment Advisory Services
HTML, High priority: read this firstrfpPDFHighAI Summary for COMMBUYS Job Aid for Creating a Quote in Response to Bid Solicitations: This Job Aid document provides detailed instructions for sellers on how to create a quote in response to bid solicitations posted in the COMMBUYS system. It includes step-by-step directions starting from accessing the bid via advanced search or the Bids tab, acknowledging receipt of the bid, and reviewing bid solicitation details such as bid number, description, purchaser, bid opening date, and attached documents. The document highlights important elements like the Items Tab in the quote response and the significance of acknowledging the bid to receive future amendments. It also provides an example bid solicitation (BD-20-1080-OSD03-OSD03-50290) for advertising, marketing, and event planning services, including key dates, contact information, and amendment history. The Job Aid is intended to guide vendors through the COMMBUYS interface to ensure proper submission of quotes.
COMMBUYS Job Aid for Creating a Quote in Response to Bid Solicitations
PDF, High priority: read this firstjob-aidPDFHighAI Summary for Massachusetts School Building Authority Master Services Agreement: This Master Services Agreement (MSA) is between the Massachusetts School Building Authority (MSBA) and a Contractor, establishing terms for professional services to be provided. It defines key terms, scope of services, payment, and termination conditions. Services are detailed in Work Orders incorporated into the MSA. The agreement emphasizes Contractor qualifications, performance standards, and MSBA's right to terminate without cause or for breach. The document outlines invoicing requirements and the handling of deliverables upon termination. This version is undated but includes comprehensive clauses governing the contractual relationship and obligations of both parties.
Massachusetts School Building Authority Master Services Agreement
PDF, High priority: read this firstcontract-documentPDFHighAI Summary for MSBA Request for Responses for Investment Advisory Services MSBA-RFR-InvestmentAdvisoryServices-2026: This document is a Request for Responses (RFR) issued by the Massachusetts School Building Authority (MSBA) seeking qualified Registered Investment Advisors to provide Investment Advisory Services. The RFR number is MSBA-RFR-InvestmentAdvisoryServices-2026. The purpose is to select a firm to manage and advise on MSBA's financial assets, including investment of funds and compliance with relevant regulations. The scope includes market research, investment trades, policy review, and assistance with credit agency presentations. The document outlines submission requirements, evaluation criteria, and encourages participation from diverse business enterprises. The MSBA anticipates ongoing advisory services related to school building capital grants and bond proceeds management.
MSBA Request for Responses for Investment Advisory Services MSBA-RFR-InvestmentAdvisoryServices-2026
PDF, High priority: read this firstrfrPDFLowAI Summary for Attachment A - Authorized Respondent's Signature and Acceptance Form: Attachment A is the Authorized Respondent's Signature and Acceptance Form for the Massachusetts School Building Authority RFR. It certifies that the respondent has read, understands, and complies with the RFR requirements, and acknowledges that the response will be incorporated into any resulting agreement. The form requires the printed name and signature of the authorized representative of the respondent.
Attachment A - Authorized Respondent's Signature and Acceptance Form
PDF, Low priorityotherPDFLowAI Summary for Attachment D Supplier Diversity Program Prime Contractor Spending Report: This document is the Supplier Diversity Program (SDP) Prime Contractor Spending Report form updated on 06/28/2021. It requires contractors to report their spending with SDP Partners quarterly, including contractor information, SDP partner details, and certification types. The form includes instructions for completion, definitions of relationship types, and links to certification resources. It is used to ensure compliance with annual supplier diversity spending commitments and must be submitted within 45 days of each quarter's end.
Attachment D Supplier Diversity Program Prime Contractor Spending Report
PDF, Low priorityreportPDFLowAI Summary for Attachment E: The document titled 'Attachment E' is unreadable or not properly displayed. It contains a message indicating that the PDF viewer may not support this document type and suggests upgrading Adobe Reader for proper viewing. No substantive content is available for extraction.
Attachment E
PDF, Low priorityotherPDFLowAI Summary for Massachusetts School Building Authority Investment Management Policy Dec 2024: This document is the Investment Management Policy of the Massachusetts School Building Authority dated December 13, 2024. It outlines the guidelines and parameters for managing and investing the Authority's funds in compliance with federal and state laws, including the Massachusetts Prudent Investor Act. The policy defines the establishment of various funds such as Operating Fund, Project Fund, and others related to bond proceeds and liabilities. It delegates investment authority to the Executive Director and financial staff, sets investment objectives prioritizing safety, liquidity, return, and ESG factors, and describes standards of care and fiduciary responsibilities. The policy also covers the use of external investment advisors and lists permitted investments for the Authority's funds.
Massachusetts School Building Authority Investment Management Policy Dec 2024
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Timeline
PhaseClosed
Posted
Solicitation
Response Deadline
Deadline has passed
Submission Closed
Organization & Contact Information
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AgencyMassachusetts School Building Authority
Contacts2 people available
OfficeBoston, MA, 02109, USA
Organization / AgencyMassachusetts School Building Authority
Office AddressBoston, MA, 02109, USA
Contacts
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