This Solicitation opportunity from Michigan was posted on July 31, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP-171-260000002293-2 | Investment Consulting Services RFP

Closed

RFP-171-260000002293-2State & Local

Submission Closed08/19/2026, 07:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

New

SLED

Investment Grade Private Placement Asset Manager Search

Solicitation # 2140196

The New York State Insurance Fund (NYSIF) is soliciting proposals for Private Placement Asset Manager Services under solicitation number 2140196 and contract number 2026-45-INV. The agency intends to award multiple contracts to qualified firms to manage one or more specific mandates, including Investment Grade Private Placement Asset-Backed Credit and Investment Grade Private Placement Corporate and Infrastructure Credit. The selected contracts will have a primary term of five years, with the possibility of two one-year extension options, and the services will be performed state-wide. Proposals must be submitted by December 16, 2026, at 2:00 p.m. ET to Alicia Jemmott at the NYSIF Procurement Unit in Albany, New York. Bidders must strictly adhere to communication restrictions mandated by State Finance Law sections 139-j and 139-k, directing all inquiries exclusively to designated staff members Alicia Dott-Jemmott and Shanee Robinson to avoid disqualification. While NYSIF expresses a commitment to increasing opportunities for Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran Owned Businesses (SDVOB), the specific goals for these categories for this procurement are set at 0.00%. All official amendments and clarifications will be posted on the NYSIF procurement website, and bidders are responsible for incorporating this information into their final proposals.

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City RFP - Municipal Financial Advisory Services

Solicitation # 2027.0149

The City is seeking proposals for Municipal Financial Advisory Services under RFP number 2027.0149. This solicitation is managed by the DAS Procurement agency in Connecticut, with Anthony Romano serving as the Project Manager and Kristopher Bottoni listed as the primary point of contact. The procurement process follows a one step unsealing method and is currently open for bidding in USD. The RFP was made available on October 22, 2026, and requires all submissions to be completed by the due date of November 19, 2026, at 4:00 PM. Interested bidders must submit any clarification questions online via ProcureWare by November 5, 2026. There is no required RFP deposit and no pre-proposal meeting scheduled for this project.

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Solicitation # PRO27011

The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

The Asian Infrastructure Investment Bank is seeking bids from eligible and qualified providers to deliver Strategic Asset Allocation and Investment Advisory Services. This solicitation, identified by document number Doc3361616312, aims to secure professional expertise to guide the bank's investment strategies and asset distribution. Interested bidders must submit their responses by the deadline of November 4, 2026, at 08:45 UTC. The procurement process is managed by the Asian Infrastructure Investment Bank, and primary inquiries can be directed to the designated point of contact via email.

Asian Infrastructure Investment Bank

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

Solicitation # 2139748

The New York State Deferred Compensation Board is soliciting proposals from financial organizations to provide fixed income separately managed account investment management services for the Stable Income Fund. This procurement, identified by solicitation number 2139748, seeks managers for two specific portfolios: Active Short Duration Fixed Income, benchmarked to the Bloomberg 1-3 Year Government/Credit or Government Index, and Active Intermediate Core Fixed Income, benchmarked to the Bloomberg Intermediate Aggregate or Government/Credit Index. These accounts will operate as part of the Stable Income Fund, with insurance wrap coverage coordinated by the Plan's stable value structure manager. The contract is authorized under Section 5 of the State Finance Law and 9 NYCRR Section 9003.2, ensuring compliance with Section 457 of the Internal Revenue Code. The selected provider may be awarded a contract term of up to ten years. Proposals must be submitted to Callan LLC by 5:00 PM ET on November 18, 2026. Primary technical and submission coordination is handled by Thomas Shingler and Hannah Vieira of Callan LLC.

NYS Deferred Compensation Plan

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority is seeking a Personal Trading Vendor through solicitation RFI-100-2700000009-1. This request for information is managed by the state of Kentucky and is based in Frankfort. Interested parties must submit their responses by the deadline of November 20, 2026, at 8:30 PM. The primary point of contact for this procurement is Jay Dutta. Further details and submission guidelines can be accessed through the Kentucky state vendor portal. This solicitation is categorized as a SLED organization opportunity focused on securing specialized trading vendor services for the authority.

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South Jersey Ports is soliciting proposals for a Financial Advisor to provide professional financial services under solicitation 49492. The selected individual or firm will be appointed by a majority vote of the SJPC Board of Directors for an initial one-year term, with the agency maintaining an option to extend the appointment for an additional year under the same rates and terms. The advisor is expected to attend regular and special Board meetings and execute a formal written contract to receive agreed-upon compensation. The scope of work involves providing comprehensive financial guidance, including transaction management for debt issuance and investment portfolio management for bond proceeds. The advisor will offer strategic consulting on capital and operating budgets, as well as expert advice on bond structures, credit, marketing strategies, and cash flow for New Jersey securities. Additionally, the advisor will support the Executive Director and CEO and the Board of Directors on various business transactions and general financial matters. Bidders must comply with New Jersey state law by disclosing political contributions to the Election Law Enforcement Commission if contract values exceed 50,000 dollars.

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

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Investment Consulting Services

Solicitation # UofSRFPCP-858934

The University of Saskatchewan is seeking proposals for the provision of Investment Consulting Services under solicitation number UofSRFPCP-858934. This procurement process is managed by the university's Procurement department and is conducted through the Bonfire electronic bidding system. Interested respondents are required to register on the Bonfire platform to access the Request for Proposal documents, submit their bids, ask questions, and receive necessary addenda and notifications. The solicitation was posted on October 13, 2026, with a response deadline set for November 13, 2026, at 8:00 PM. All communications and inquiries regarding this opportunity should be directed to the Procurement office via email. Award notifications will be posted through the bidding system, and the services will be performed within the province of Saskatchewan.

University of Saskatchewan

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ERISA Fiduciary and Investment Management ServicesThis subcontract for ERISA Fiduciary and Investment Management Services supports the Lafayette Parish School System by providing core investment advisory and fiduciary oversight for 403(b) projects. The selected provider will act as an express ERISA 3(21) or 3(38) fiduciary, responsible for drafting and updating Investment Policy Statements and ensuring strict compliance with IRS 403(b) regulations and SECURE 2.0 updates. In addition to regulatory monitoring, the contractor will deliver a managed investment portfolio and detailed compliance reports. The scope of work includes providing essential governance support to the Board Insurance Committee to maintain the integrity and performance of the system's investment strategies.

Lafayette Parish School System

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RFP# 11-27, 403(b) Investment & Advisory Services

Solicitation # 11-27

The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.

Lafayette Parish School System

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RFP # 202630.3 Request for Proposal for Provision of Financial Advisor Services

Solicitation # 49402

The County of Atlantic in New Jersey has issued Request for Proposal 202630.3 seeking qualified professionals to provide financial advisor services. This solicitation, identified by number 49402, is open for submissions starting October 6, 2026, with a strict response deadline of October 27, 2026, at 3:00 PM. The project is categorized as a SLED organization procurement and will be performed within the state of New Jersey. Interested parties can find further details and submission guidelines through the Bid Express portal.

County of Atlantic

POSTED

17 days ago

DEADLINE

in 3 days

AI Contract Overview

The State of Michigan, through the Department of Technology, Management, and Budget (DTMB), is seeking investment consulting services under solicitation RFP-171-260000002293-2, with proposals due by 3:00 PM Eastern Time on August 19, 2026. The contract will be awarded using a best-value trade-off approach, prioritizing technical merit over price, with a mandatory minimum technical score of 80 out of 100 points required for eligibility. Technical evaluation is weighted heavily toward vendor experience (40%), general requirements in the Statement of Work (30%), specific service sections (15%), and key personnel qualifications (15%). Non-technical considerations such as economic impact within Michigan, past performance with the state, and qualified disabled veteran-owned business status may influence the final award decision. The scope of work, detailed in Schedule A, requires the contractor to deliver comprehensive investment advisory services, including monthly, quarterly, and annual reporting, participation in up to four annual meetings, and strict adherence to performance benchmarks that trigger service level credits for missed deadlines. Performance is expected across various locations in Michigan, with contract administration led by Adam Ashley in Lansing and program oversight provided by Greg Parker in East Lansing. Contractors must comply with extensive data security and operational requirements, including full alignment with FISMA and NIST SP 800-53 MOD controls, maintaining either FedRAMP authorization or an annual SSAE 18 SOC 2 Type II audit, and ensuring all state data is hosted exclusively within the continental United States using Uptime Institute Tier 3 certified facilities. Integration with Michigan’s MiLogin identity platform via SAML 2.0 or OIDC is mandatory, and all digital deliverables must meet WCAG 2.1 AA accessibility standards. Key personnel must be identified with detailed resumes, organizational charts must disclose all staff and subcontractors, and subcontractor agreements require full disclosure of scope, pricing, and prior relationships. Background checks, including NCIC fingerprinting, may be required for contractor staff, and all deliverables are considered works made for hire, transferring full ownership to the State. Pricing must be submitted via a standalone Excel file in Schedule B without populated values, and all proposals must be submitted electronically via the SIGMA VSS portal in native editable formats, with no exceptions accepted for late or improperly formatted submissions. The contract imposes strict financial accountability, including potential performance bonds, firm pricing with no automatic adjustments