This Solicitation opportunity from Utah was posted on September 27, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP: Investment Advisory Services

Closed

RFP: Investment Advisory ServicesState & Local

Submission Closed10/25/2024, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523930

New

SLED

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Investment Grade Private Placement Corporate and Infrastructure Credit ManagerThis subcontract involves the management of a portfolio of investment-grade private placement credits for prime contractors operating under New York State Insurance Fund investment mandates. The selected manager is responsible for identifying and sourcing corporate credit opportunities, analyzing infrastructure-related private credit investments, and conducting ongoing portfolio monitoring and risk management. All activities must be executed using professional investment management software and must strictly adhere to State Finance Law sections 139-j and 139-k. The contract requires the delivery of a managed portfolio along with detailed performance reporting. Interested parties should note that the response deadline is December 16, 2026. This opportunity falls under NAICS code 523930 and is administered by the New York State Insurance Fund.

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BCC01 - Bristol Community College

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DEADLINE

Active Intermediate Core Fixed Income Investment ManagementThis subcontract opportunity is for Active Intermediate Core Fixed Income Investment Management to support prime contractors on NYS Deferred Compensation Plan projects. The selected provider will be responsible for active trading and portfolio construction of intermediate-term fixed income assets, with the primary goal of tracking or outperforming the Bloomberg Intermediate Aggregate or Government/Credit Index. To successfully execute these duties, the contractor must utilize institutional trading platforms and Bloomberg terminal data to deliver a managed portfolio and detailed performance reports. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. This procurement falls under NAICS code 523930 and was posted on October 21, 2026, with a response deadline of November 18, 2026.

NYS Deferred Compensation Plan

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DEADLINE

Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

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Tax Credit Syndication & Equity PlacementThis subcontract opportunity, managed by the Procurement and Compliance Department of the San Diego Housing Commission in California, seeks a provider to deliver specialized tax credit syndication and equity placement services. The selected contractor will support prime contractors on affordable housing projects by structuring syndication deals, identifying and negotiating with public or private equity investors, and managing the overall process through established investor networks and tax credit equity markets. A successful candidate must possess deep expertise in federal and state Low-Income Housing Tax Credit regulations to ensure the delivery of executed equity partnership agreements. Interested parties should note that the solicitation was posted on October 20, 2026, with a response deadline of November 4, 2026. The contract falls under NAICS code 523930.

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Retirement Plan Broker and Liaison ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Broker and Liaison Services. The selected provider will perform brokerage and liaison duties for prime contractors on municipal projects and manage investment objectives and retirement goals for Union City 457b Deferred Compensation Plan participants. Key responsibilities include conducting review meetings with EMPOWER and delivering detailed evaluation reports regarding plan fees and fund performance. Qualified candidates must possess at least 15 years of auditing experience and 10 years of experience servicing governmental entities. This opportunity falls under NAICS code 523930, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

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Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

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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

Park City Municipal Corporation is seeking proposals from qualified individuals or firms to provide investment advisory services in accordance with the Utah Money Management Act. The project aims to secure expert guidance on managing the city’s investments, with a contract value estimated between $50,000 and $200,000. Proposals must be submitted electronically via the Utah Public Procurement Place (U3P) by October 25, 2024, at 5:00 p.m., with alternative submission options available for those experiencing technical difficulties, requiring delivery on a zip drive to the City Recorder’s office at 445 Marsac Avenue. The RFP was made publicly available on September 27, 2024, and any updates or clarifications will be posted as addenda on the U3P website, making it essential for respondents to monitor for changes. All questions regarding the RFP must be submitted in writing through the U3P platform by October 18, 2024. The project location is at 445 Marsac Ave, Park City, Utah, and the selected firm or individual will be responsible for providing investment advice to support the city’s financial management. The contact person for inquiries is Nike Noack, the City Treasurer, whose contact details include an email address and phone number. The solicitation is categorized under NAICS code 523930, indicating its focus on securities and commodity contracts brokerage, and is part of the State, Local, Education, and Healthcare (SLED) organization.

General Info

Agency

Utah → Park City

NAICS

523930 - Investment Advice

Place of Performance

UT, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedSep 27

Solicitation

Response DeadlineOct 25

Deadline has passed

Submission Closed

10/25/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyUtah → Park City

Contacts1 person available

OfficeN/A

Organization / AgencyUtah → Park City

Office AddressN/A

Contacts

Nike NoackEmployee

contact@example.gov

Full Description

View the full RFP here REQUEST FOR PROPOSALS (NON-BID): Investment Advisory Services PCMC is inviting proposals from qualified persons or firms (“Respondent”) to provide investment advisory services. PROPOSALS DUE: By 5:00 p.m. on Friday, October 25, 2024. Submit proposals electronically through Utah Public Procurement Place (“U3P”). The proposals will be opened after the submission deadline. In the event of difficulty submitting proposals electronically, proposals can be dropped off at the office of the City Recorder, located at 445 Marsac Avenue, Third Floor – Executive Department, Park City, UT 84060. Proposals submitted to the City Recorder must be delivered on a zip drive. No paper copies may be submitted. RFP AVAILABLE: The RFP will be available on Friday, September 27, 2024 on the UP3 website. Any modifications to the RFP or responses to questions submitted will be added as an addendum to the RFP posted on the UP3 website. It is the responsibility of Respondents to regularly check for addenda. QUESTIONS: All questions regarding this RFP must be submitted in writing to UP3 website by 5:00 p.m. on Friday, October 18, 2024. Please do not submit the same questions multiple times. PROJECT LOCATION: 445 Marsac Ave, Park City, UT 84060 PROJECT DESCRIPTION (brief): Provide investment advice to the City in accordance with the Utah Money Management Act OWNER: Park City Municipal Corporation P.O. Box 1480 Park City, UT 84060 CONTACT: Nike Noack, City Treasurer 445 Marsac Ave., P.O. Box 1480 Park City, UT 84060 +1 (555) 000-0000 contact@example.gov