This Solicitation opportunity from Maryland was posted on April 1, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP HCC24-003 OPEB Investment Management Services

Closed

BPM042972State & Local

Submission Closed04/30/2024, 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: 523940

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Investment Advisory and Due Diligence Services

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Central Washington University

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

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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.

Utah

POSTED

13 days ago

DEADLINE

in 16 days

AI Contract Overview

Hagerstown Community College is seeking qualified firms to provide investment management services for its Other Post-Employment Benefits (OPEB) plan through RFP HCC24-003, issued on April 1, 2024. Interested offerors must register on the college’s Bid Board website only once to access the full solicitation documents, including the RFP, supporting attachments, and required forms. All updates, including any addendums, will be posted on the same website, and it is the responsibility of the bidders to monitor for these changes. The Q&A period is open until noon on April 19, 2024, and questions should be directed via email to the designated contact, Alicia Cullop. The deadline for proposal submissions is April 30, 2024. The project falls under NAICS code 523940, indicating a focus on financial investment activities related to pension funds, endowments, and other investment pools, and is managed by Maryland’s Hagerstown Community College.

General Info

Agency

Maryland → Hagerstown Community College

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

MD, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedApr 1

Solicitation

Response DeadlineApr 30

Deadline has passed

Submission Closed

04/30/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyMaryland → Hagerstown Community College

Contacts1 person available

OfficeN/A

Organization / Agency

Maryland → Hagerstown Community College

Office AddressN/A

Contacts

Alicia CULLOP

contact@example.gov

Full Description

Hagerstown Community College is requesting proposals from qualified firms for OPEB investment management services as described within RFP HCC24-003, dated 04/01/24. For full details, please go to the Hagerstown Community College Bid Board at https://www.hagerstowncc.edu/bids-procurement-board. Offerors are only required to log in one time to access the bid details. Upon completing your registration, please download the RFP, the word forms, supporting attachments, and bookmark the URL. Any changes to the original posting will be in the form of an Addendum(s). All Addendums will be posted to the HCC Bids Board website as will the final award. It is the Offeror’s responsibility to check the site frequently for updates.The Q&A will be open until 12:00 PM on 04/19/24. Send questions to contact@example.gov.