This Solicitation opportunity from California was posted on June 11, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP Defined Contribution Program Consultant

Closed

0000039535State & Local

Submission Closed07/06/2026, 10:00:00 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

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Solicitation # RFP270183

The Ohio Bureau of Workers’ Compensation (BWC) is seeking to contract with multiple investment managers to provide Active U.S. Aggregate Core Plus Fixed Income Investment Management Services for the State Insurance Fund. The target allocation for this strategy is approximately 33% of the fund, valued at roughly 6.9 billion dollars. The primary objective is to achieve capital appreciation and outperform the Bloomberg U.S. Aggregate Index and peer group manager total return medians over three, five, and ten-year periods, net of fees. The contract features an initial five-year term with the option for additional five-year renewals at the sole discretion of the BWC. To qualify, managers must be SEC-registered or regulated national banks with significant assets under management, including at least 25 billion dollars in firm AUM, 20 billion dollars in total fixed income AUM, and 3 billion dollars in the specific proposed strategy. Additionally, firms must demonstrate at least seven years of performance history against the Bloomberg US Aggregate Index and assign a lead portfolio manager with at least three years of relevant experience. Selected managers must act as fiduciaries, adhere to the BWC Investment Policy Statement, and provide monthly performance reports and electronic trading transmissions to the designated sub-custodian and master record-keeper. Proposals must be submitted in sealed three-ring binders to the BWC Procurement Department in Columbus, Ohio, by September 24, 2026. The selection process is based on best value, and BWC reserves the right to negotiate fees with finalist candidates. Awardees must comply with various state and federal certifications, including non-discrimination laws, anti-boycotting agreements regarding jurisdictions like Israel, and prohibitions on the use of public funds for offshore services in Russia. Payment will be handled via electronic fund transfers generally within thirty calendar days of invoice receipt.

Bur Of Workers' Compensation

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RFP 27-009 Financial Advisor Services

Solicitation # 27-009

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Solicitation # 28170

The Washington State Governing Board is seeking proposals for the Washington Saves program, a retirement savings initiative scheduled to launch in July 2027. This program is designed to provide workers without existing workplace retirement plans a streamlined method to save for retirement via payroll deductions. The solicitation seeks qualified bidders to provide Program Administrative Services, Investment Management Services, or a combination of both. Administrative responsibilities include recordkeeping, IRA administration, custody, customer service, platform operations, data security, and marketing support. The competitive solicitation was posted on August 24, 2026, with a final deadline for bid submissions on October 9, 2026. Key milestones include a pre-bid conference on September 1, a notice of intent to submit by September 3, and a question deadline of September 15. Interested parties must register through the WEBS portal to access the full RFP and should direct all inquiries to the Procurement Coordinator, Jonathan Herrera.

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Request for Proposal-TA- Financial Advisory Servic

Solicitation # 27637

The Chickasaw Nation is seeking a Financial Advisory Service Provider to support the SSBCI Capital Access Technical Assistance Program, primarily serving Chickasaw-owned, very small business, and socially and economically disadvantaged businesses in Oklahoma. The selected provider will deliver specialized financial advisory consultations on an hourly basis and conduct quarterly classroom-style seminars across various Oklahoma locations, including Duncan, Oklahoma City, Ardmore, Ada, and Thackerville. Key deliverables include financing readiness assessment reports, capital access strategy plans, financial modeling, business plans, and investor presentations, as well as facilitating referrals to state and federal programs. The program is administered through the Capital Access Division of the Department of Treasury and is governed by 2 CFR Part 200. The contract involves an estimated aggregate of 2,000 consulting and training hours with a performance period ending September 9, 2029. Proposals are due by September 14, 2026, and will be evaluated based on qualifications, alignment with the scope of work, the quality of the work plan, and budget value. Only consulting and training hours are billable, while administrative hours are excluded. Travel costs must be itemized separately, and training material costs must be integrated into the hourly rate. Award is conditioned upon the contractor's continued eligibility in the System for Award Management and compliance with federal non-discrimination and labor standards. Invoicing is conducted monthly with net 30 payment terms.

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Request for Proposal- SBOP- Financial Advisory Ser

Solicitation # 27633

The Chickasaw Nation is seeking a Financial Advisory Service Provider for the SSBCI Investing in America Small Business Opportunity Program (SBOP) to support very small businesses and socially and economically disadvantaged individuals (SEDI)-owned businesses. The program aims to strengthen financial operations and improve capital readiness through technical assistance and advisory services. The period of performance is estimated from late summer or early fall 2026 through February 2028, with a total workload of approximately 1,050 hours serving 40 to 50 small businesses. Key requirements include providing financial analyses, business plan development, capital access strategies, and the delivery of at least four workshops in rotating rural Oklahoma locations. The provider must also commit to recurring in-person office hours in Ardmore, Oklahoma, and other designated rural areas. Proposals are due by September 14, 2026, and will be evaluated based on the scope of services and deliverables (50 points), qualifications and experience (40 points), and budget and pricing structure (10 points). Preference is given to SEDI-owned, Chickasaw-owned, Native-owned, veteran-owned, and other minority-owned small business providers. Selected providers must comply with 2 CFR Part 200 procurement standards, Section 889 telecommunications prohibitions, and various non-discrimination and labor laws. Invoicing is conducted monthly on a net 30 basis. Interested parties should submit proposals and inquiries to kellie.rushing@chickasaw.net.

Chickasaw Nation

POSTED

18 days ago

DEADLINE

in 3 days

AI Contract Overview

CalSTRS is seeking a Defined Contribution Program Consultant to provide expert guidance and strategic advice in multiple key areas related to its defined contribution retirement programs. The consultant's responsibilities include investment oversight, fiduciary governance, recordkeeper management, fee benchmarking, cost analysis, regulatory compliance, and plan administration support. This role is designed to offer independent, objective analysis and industry benchmarking, helping CalSTRS staff navigate legislative and regulatory changes while improving program governance. The ultimate goal is to enhance retirement readiness outcomes for California educators by delivering actionable recommendations that strengthen program operations and accountability. The solicitation, titled "RFP Defined Contribution Program Consultant," was posted on June 11, 2026, with a response deadline of July 6, 2026. The contract will be performed in Alameda, California, under the State Teachers' Retirement System agency. Peter Yu is the primary point of contact for this solicitation. The engagement aims to secure a consultant who can serve as a trusted advisor and contribute to the continuous improvement of CalSTRS defined contribution programs, ensuring they meet fiduciary standards and regulatory requirements while supporting California’s educators in achieving better retirement security.

General Info

CalSTRS seeks consultant for investment oversight, governance, compliance, and retirement program improvement.

Agency

California → State Teachers' Retirement SystemView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Alameda, CA, USA

Set-Aside

NONE

Documents

(1)

RFP Doc5642859905 Defined Contribution Program Consultant

PDF•rfp

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedJun 11

Solicitation

Response DeadlineJul 6

Deadline has passed

Submission Closed

07/06/2026, 10:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → State Teachers' Retirement System

Contacts1 person available

OfficeN/A

Organization / Agency

California → State Teachers' Retirement System

View Agency Profile

Office AddressN/A

Contacts

Peter Yu

contact@example.gov

Full Description

CalSTRS is seeking a Defined Contribution Program Consultant to provide specialized expertise in investment oversight, fiduciary governance, recordkeeper oversight and accountability, fee benchmarking and cost analysis, regulatory compliance, and plan administration support for its defined contribution programs. The consultant will serve as an independent strategic advisor to CalSTRS staff by providing objective analysis, industry benchmarking, legislative and regulatory guidance, and actionable recommendations that strengthen program governance and enhance retirement readiness outcomes for California educators.