Top

Request for Responses to Provide Investment Advisory Services

Active

BD-26-1211-MSBA-MASS-131180State & Local

Response Deadline08/07/2026, 07:00:00 PM UTC

Contract Overview

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

General Info

Agency

Massachusetts → MSBA - MSBAView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Boston, MA, 02109, US

Set-Aside

NONE

Documents

(6)

Massachusetts School Building Authority Master Services Agreement

PDF•contract-document

Attachment B - Certification of Compliance with Laws

PDF•certification-of-compliance

commbuys-source-page-BD-26-1211-MSBA-MASS-131180.html

HTML

COMMBUYS Job Aid for Creating a Quote in Response to Bid Solicitations

PDF•job-aid

Attachment E

PDF•other

MSBA Request for Responses for Investment Advisory Services MSBA-RFR-InvestmentAdvisoryServices-2026

PDF•rfr

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseSolicitation

PostedJul 8

Solicitation

Response DeadlineAug 7

Submission deadline

Response Deadline

08/07/2026, 07:00:00 PM UTCin 20 days

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

AgencyMassachusetts → MSBA - MSBA

Contacts1 person available

OfficeBoston, MA, 02109, US

Organization / Agency

Massachusetts → MSBA - MSBA

View Agency Profile

Office AddressBoston, MA, 02109, US

Contacts

Siobhan TolmanPurchaser

Similar Contracts

Same NAICS industry code

NAICS: 523940

New

SLED

Troup County Recreation Endowment Fund Investment RFPTroup County Board of Commissioners is soliciting proposals for investment management and administrative services for the Troup County Recreation Endowment Fund, which had a value of $11,125,362.74 as of June 30, 2026. Proposals must be submitted by 2:00 p.m. EST on Thursday, August 20, 2026, in five paper copies and one digital copy to the Purchasing Director at the designated county address. All inquiries must be emailed exclusively to Ramona Gillham by 5:00 p.m. EST on Monday, August 10, 2026, with responses to questions posted publicly on the county’s purchasing website. The solicitation, identified as PE-77030-NONST-2027-000000028, requires adherence to the county’s Investment Policy and Annual Statement, and all information provided is to be treated as confidential.

Troup County Board of Commissioners

POSTED

DEADLINE

Texas Local Government Investment Pool Investment Management and Related ServicesThe Texas Comptroller of Public Accounts, acting on behalf of the Texas Treasury Safekeeping Trust Company, is soliciting proposals to manage two local government investment pools—TexPool and TexPool Prime—through a turnkey investment management services contract. The solicitation, numbered 240L, invites qualified independent firms to provide comprehensive investment management and related services tailored to these pooled funds, which serve Texas local governments seeking safe, liquid, and yield-optimized investment solutions. Proposals must address the full scope of services required, including portfolio construction, risk management, compliance, reporting, and operational support, all aligned with the Trust Company’s investment objectives and fiduciary standards. Interested parties must submit responses by September 2, 2026, at 8:00 PM CT, with proposals evaluated based on technical expertise, performance history, fee structure, and ability to meet operational and regulatory requirements. The contract will be awarded to a single provider capable of delivering consistent, high-quality management across both pools while maintaining the highest standards of transparency and accountability. All correspondence and inquiries should be directed to Kathleen Graham at contracts@cpa.texas.gov or 512-305-8673, and the full solicitation details are available through the Texas SmartBuy portal. The selection process emphasizes experience in managing public fund assets, demonstrated compliance with state and federal regulations, and the capacity to adapt to changing market conditions while safeguarding public capital.

Comptroller of Public Accounts

POSTED

DEADLINE

Loan Portfolio ManagementThe City of St. Petersburg manages a portfolio of over 1,000 affordable housing loans funded through federal and state programs including HUD’s HOME Investment Partnerships Program, Community Development Block Grant, and Florida’s State Housing Initiatives Partnership. These loans are critical to providing housing opportunities for low- and moderate-income residents and require rigorous oversight to ensure compliance, financial accountability, and long-term affordability. The City currently uses multiple disparate systems—Oracle for financial and program income tracking, IDIS for HUD reporting and compliance, and Neighborly for program data—and is seeking a vendor to integrate with these platforms to deliver comprehensive loan portfolio management services. The vendor must provide ongoing monitoring, financial tracking, compliance oversight, and reporting to support the City’s mission of responsible stewardship of public housing funds. The solicitation for this contract, designated as RFP-26-283, was posted on July 16, 2026, with responses due by September 1, 2026. The contract falls under the jurisdiction of the City’s Housing & Community Development department in Florida and is aimed at enhancing the efficiency and effectiveness of housing program administration. The primary point of contact is Avery Slyker, Assistant Director, with Gabriella Greiner, Procurement Analyst, serving as the secondary contact. The successful vendor will be expected to work seamlessly within the City’s existing technological infrastructure, deliver timely and accurate data insights, and help maximize the impact of limited housing resources through proactive management and transparent reporting practices.

Housing & Community Development

POSTED

DEADLINE

RFP-171-260000002293-1 | Investment Consulting Services RFP

POSTED

DEADLINE

Independent Financial Advisors Vendor Pool

Maritime Administration

POSTED

DEADLINE

RFQ/Actuarial & Financial Reporting ServicesThe City of Chattanooga, Tennessee, acting through its General Pension Board of Trustees, is seeking qualified firms to provide actuarial and financial reporting services for the City of Chattanooga General Pension Plan and the Other Post-Employment Benefits Trust. The selected firm will serve as the retained actuary, responsible for conducting annual valuations, preparing financial reports required for the City’s financial statements, and delivering ongoing consulting services related to pension and OPEB obligations. This engagement is critical to maintaining the financial integrity and compliance of these defined benefit plans. Firms interested in this opportunity must submit sealed Statements of Qualifications by the deadline of August 14, 2026, in response to solicitation number 200973, which was posted on July 12, 2026. The procurement is managed by the City of Chattanooga Business Unit, and all inquiries should be directed to Debbie J Talley at dtalley@chattanooga.gov. The services will be performed within the State of Tennessee, and while no specific set-aside or NAICS code is listed, the contract seeks experienced professionals with demonstrated expertise in public sector pension and OPEB actuarial services.

City of Chattanooga Business Unit

POSTED

DEADLINE

Financial Liquidity Monitoring & ReportingThe County of Kauai is seeking a subcontractor to provide ongoing monitoring of cash flow, liquidity positions, and short-term financial health indicators to ensure fiscal stability and informed decision-making by county finance officials. This engagement requires regular, timely reporting on key financial metrics to support proactive financial management and risk assessment within the county’s operations. The work involves continuous tracking of financial data, analysis of trends, and presentation of clear, actionable insights tailored to the needs of local finance leadership. The contract is posted under NAICS code 523940, indicating it pertains to other financial investment activities, and is classified as a subcontract with no specific set-aside designation. Responses are due by August 11, 2026, and the opportunity is available through the County of Kauai’s procurement portal. While no specific point of contact or physical performance location is listed, the services are expected to support the financial functions of the county government in Hawaii, with reporting and analysis delivered remotely or as otherwise coordinated with county staff.

POSTED

DEADLINE

Liquidity Monitoring and Treasury Analysis ServicesThe County of Kaua‘i is soliciting proposals for Liquidity Monitoring and Treasury Analysis Services under RFP No. P-0259, with submissions due by 3:00 P.M. Hawai‘i Standard Time on August 10, 2026, through the Public Purchase System. All offerors must be registered as Public Purchase Vendors in the Hawaii Region and Kaua‘i County Agency to participate, and proposals must be submitted electronically via the designated platform. Contractors performing services exceeding $25,000 must comply with Chapter 103-55, HRS, regarding wages, hours, and working conditions, and are required to complete the County’s Schedule F wage certificate. Additionally, pursuant to Act 190, SLH 2011, all offerors must utilize the Hawai‘i Compliance Express system to demonstrate compliance with tax, registration, and labor requirements prior to award, and early registration is strongly encouraged. The Director of Finance reserves the right to cancel the solicitation or reject any or all proposals if it serves the County’s best interests. The project is entirely funded by the County of Kaua‘i, with performance to occur within the state of Hawaii, and the primary point of contact for inquiries is Cienna Barretto.

POSTED

DEADLINE

Housing Development and Financial Advisory ServicesThe Housing Authority of the City of Hartford is soliciting proposals for Financial and Housing Development Advisory Services to support the transformation of its traditional Low Income Public Housing portfolio into alternative ownership and funding structures, as well as to facilitate the financing, acquisition, construction, or rehabilitation of additional housing units for its portfolios or related entities. The selected contractor or contractors will be engaged on an as-needed basis to provide expert guidance on housing development and financial strategies, including support for the Authority’s role as a bond issuer and for other complex housing and financial matters. The scope of work is intentionally flexible to accommodate evolving needs arising from the Authority’s ongoing initiatives in housing innovation and capital improvement. Proposals must be submitted by August 6, 2026, in response to solicitation number 2026-605, which was posted on July 10, 2026. The Authority reserves the right to award one or multiple contracts based on its determination of what best serves its operational and strategic goals. All submissions should be directed to the primary point of contact, Larry Johnson, via email at bids@hartfordhousing.org or phone at 860-723-8439. This solicitation is administered through the Connecticut Department of Administrative Services and is open to qualified vendors without a specified set-aside classification. Interested parties may access further details through the DAS Procurement portal.

POSTED

DEADLINE

Investment Portfolio Advisory Services

POSTED

DEADLINE

Investment Advisory Services – Core Portfolio ManagementThe contract involves the fiduciary management of Missouri state funds through comprehensive investment advisory services focused on the core portfolio. The service provider will be responsible for developing and implementing asset allocation strategies, executing investment plans, continuously monitoring performance against benchmarks, and ensuring strict adherence to all applicable state statutes and regulatory requirements. The goal is to safeguard and grow state assets while maintaining compliance with legal and fiduciary standards. Submissions for this subcontract opportunity are due by July 29, 2026, with the solicitation posted on July 8, 2026. The North American Industry Classification System code is 523940, indicating focus on financial investment advisory services. The contracting entity is the Missouri Division of Purchasing, Procurements, operating under the PROC OA agency. The place of performance and specific office details are not specified, but the work pertains to the management of Missouri’s state funds. Interested parties must respond through the designated online portal prior to the deadline.

PROC OA DIVISION OF PURCHASING PROCUREMENTS

POSTED

DEADLINE

Investment Management and ConsultingThe State of Missouri, through the Office of Administration’s Division of Purchasing, is seeking investment management and consulting services on behalf of the State Treasurer’s Office under solicitation STATE 0000000480SL, with proposals due by July 29, 2026, at 2:00 PM Central Time. The contract, classified under NAICS code 523940, is structured as a Blanket Purchase Agreement with an initial term of two years and an option for two additional one-year renewals, during which pricing cannot exceed the original rates unless specified in Exhibit C. The services center on non-discretionary investment advisory functions with liquidity coordination as the core element, requiring adherence to the priorities of safety of principal, liquidity, and yield. The contractor must provide comprehensive support including market analysis, portfolio strategy, trade execution, risk management, compliance, operational coordination, and regular reporting under the direct oversight of the Treasurer or their designee, with all work performed in Missouri. Proposals must be submitted exclusively through MissouriBUYS in Microsoft Word, Excel, or PDF formats using the Microsoft Edge browser, and must include all mandatory exhibits such as the Proposal Signature Page, Pricing Page, Technical Proposal detailing methodology and team qualifications, Experience and Past Performance, Participation Commitment, and Business Compliance documentation including state tax compliance, business registration, work authorization, anti-discrimination certification, and conflict of interest disclosures. Contractors are required to comply with Missouri Sunshine Law and open records statutes, making all submitted materials and final contract documents publicly accessible. They must affirm they do not knowingly employ unauthorized aliens and must provide their E-Verify Company ID Number. Financial records must be maintained in accordance with GAAP or IFRS for five years after final payment or audit completion, with extended retention if litigation or investigation is pending. The contractor must carry adequate liability insurance naming the State of Missouri as an additional insured and provide proof before performance begins. Key personnel must include a government relationship manager with at least three years of experience, one primary investment manager with ten years of experience, and one support investment manager; substitutions of these individuals require prior written approval and must meet or exceed original qualifications. Evaluation is weighted toward technical proposal (150 points), experience and past performance (70 points), cost (40 points), and MBE/WBE participation (10 points), with additional bonus points available for Organization for the Blind and Service-Disabled Veteran Business Enterprises. Payment occurs monthly in arrears based on interest credited

PROC OA DIVISION OF PURCHASING PROCUREMENTS

POSTED

10 days ago

DEADLINE

in 11 days

View Details

More opportunities from Massachusetts → MSBA - MSBA

Same awarding agency

NAICS: 541990

SLED

Data Security & Breach Response Support

All Other Professional, Scientific, and Technical Services

POSTED

DEADLINE

Supplier Diversity Program Administration

Human Resources Consulting Services

POSTED

DEADLINE

Financial Compliance & Regulatory Reporting Support

Administrative Management and General Management Consulting Services

POSTED

10 days ago

DEADLINE

in 20 days

View Details