This Solicitation opportunity from Texas was posted on November 18, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Retirement Investment Advisor and Consulting Services

Closed

25-0015-AState & Local

Submission Closed12/18/2024, 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

New

SLED

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BCC01 - Bristol Community College

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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 San Jacinto River Authority is seeking to establish a contractual agreement with a qualified individual, firm, or corporation that possesses extensive experience and expertise in retirement plan consulting, investment advice, and co-fiduciary services tailored for public entities in Texas. The selected respondent must meet all the stipulations outlined in the Request for Proposal (RFP), including maintaining appropriate licensing and adhering to all relevant federal, state, and local regulations governing the scope of services. Proposals must be submitted exclusively through the Brazos Valley e-Marketplace System, with no email submissions accepted, and all inquiries related to the solicitation should be directed through the same platform or support channels provided. The solicitation, titled "Retirement Investment Advisor and Consulting Services," is posted under solicitation number 25-0015-A, with a response deadline set for December 18, 2024. The contract size is estimated to range between $50,000 and $250,000, and the project is managed by the Brazos Valley organization within Texas. The primary point of contact is Kim Robbins, Senior Buyer, reachable via email or phone. The procurement process emphasizes compliance with licensing, legal mandates, and proper submission procedures, ensuring that only qualified and properly registered entities participate. This initiative reflects the authority’s commitment to securing expert guidance for retirement planning and investment management services for its public sector clients, fostering transparency and adherence to procurement standards.

General Info

Agency

Texas → Brazos Valley

NAICS

523930 - Investment Advice

Place of Performance

TX, USA

Set-Aside

NONE

Documents

25-0015-A Retirement Investment Advisor and Consulting Services

rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedNov 18

Solicitation

Response DeadlineDec 18

Deadline has passed

Submission Closed

12/18/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyTexas → Brazos Valley

Contacts1 person available

OfficeN/A

Organization / AgencyTexas → Brazos Valley

Office AddressN/A

Contacts

Kim Robbins Senior Buyer

contact@example.gov

+1 (555) 000-0000

Full Description

The San Jacinto River Authority seeks to enter into an agreement with a qualified Individual, Firm or Corporation (Respondent) with substantial and relevant experience and expertise who specializes in retirement plan consulting, investment advice and co-fiduciary services for public entities in Texas. The Successful Respondent must meet all requirements of this RFP, maintain proper licensing, and comply with all federal, state, and local laws and mandates relative to the services specified in this RFP.

-Please note, emailed Proposals are not accepted.
-Proposals shall be loaded in the Brazos Valley e-Marketplace System. -All questions/inquiries shall be entered into the Brazos Valley e-Marketplace System (Ionwave).

For assistance with Brazos Valley e-Marketplace System (Ionwave), please email or call: contact@example.gov
P: +1 (555) 000-0000