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This Solicitation opportunity from California was posted on November 4, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Rfq - Pension Plan Administrator & Investment Management Services

Closed
1258State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 523940
New
SLED
RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult
Solicitation # 27-0011
The Columbus Consolidated Government is soliciting proposals under RFP No. 27-0011 for professional investment consultant services to support the Public Employee Retirement Systems Pension and Benefit Trust Fund. This annual contract, intended to run for five years from April 1, 2027, through March 31, 2032, covers the Major Disability Income, Death Benefit, General Government, and Public Safety plans. The selected consultant will provide comprehensive consulting, custodial, and fiduciary services, including monthly asset allocation analysis, market projections, manager selection and due diligence, and board support such as creating orientation packages and providing training to meet O.C.G.A.§47-1-17 requirements. Additionally, the consultant must coordinate with actuaries, assist with government surveys, and handle paperwork for class action suits while adhering to ERISA and CFA Institute professional standards. Proposals will be evaluated based on the most advantageous terms to the City, with scores averaged and ranked by an evaluation committee. Applicants must submit a single PDF file via the OpenBids portal by the December 9, 2026, deadline. Required documentation includes a transmittal letter, E-Verify affidavit, conflict of interest affidavit, business license, W-9, and resumes for key account executives. The contract mandates strict adherence to the Procurement Ordinance of Columbus, Georgia, and various federal non-discrimination and labor laws. Standard payment terms are net 30 days, and the proposal must remain binding for at least 180 days from the submission date.
Columbus Consolidated Government

POSTED

5 days ago

DEADLINE

in 28 days
NAICS: 523940
SLED
Investment Advisory Services
Solicitation # 26-0136-5
The Chatham County Hospital Authority Trust is seeking a qualified, SEC-registered investment advisory firm to manage a portfolio of approximately 150 million dollars. The primary objective of the engagement is to provide fiduciary-standard guidance to support the funding of healthcare for indigent residents of Chatham County. The selected firm will be responsible for the annual review of the Investment Policy Statement, developing strategic asset allocations in compliance with Georgia law, and providing ongoing monitoring and rebalancing of investments. Key deliverables include periodic performance reports delivered within 30 days of each quarter-end and coordination with an independent custodian for asset safekeeping and performance reconciliation. Proposals for solicitation 26-0136-5 must be submitted as a single PDF via the Bonfire portal by December 2, 2026, at 5:00 p.m. EST. Evaluation will be based on the firm's qualifications, investment philosophy, performance reporting capabilities, and a minimum of three client references. The Trust requires strict adherence to fiduciary standards, including full disclosure of any regulatory actions or conflicts of interest within the last five years and a commitment to annual conflict-of-interest certifications. The selection process is managed by Jean Fleming, Director of Purchasing and Contracting, with the goal of finalizing the consultant selection in the first quarter of 2027.
Chatham County

POSTED

8 days ago

DEADLINE

in 21 days
NAICS: 523940
SLED
Investment Advisory Services for the City of Cheyenne
Solicitation # RFP 2-27
The City of Cheyenne is soliciting proposals under RFP 2-27 from SEC-registered investment advisory firms to actively manage an investment portfolio of approximately 100 million dollars. The selected firm will be responsible for executing securities purchases and sales, providing investment advice and reporting, and reviewing the City's investment policies and procedures. All activities must comply with the laws of the State of Wyoming and the City's Investment Policy Statement, prioritizing the safety and preservation of principal, maintenance of liquidity, competitive rates of return, and local community investment. The contract is structured as a professional services agreement with an initial four-year term and two optional one-year extensions. Proposals must be submitted via a two-step process consisting of a technical proposal and a separate price proposal, with a final submission deadline of January 8, 2027. Evaluation is based on a weighted scoring system where the lowest cost receives the maximum score for the cost criterion, and the City may conduct interviews to further evaluate qualifications. Required qualifications include proof of bonding up to 5 million dollars, submission of SEC Form ADV Parts 1 and 2, and documentation of cybersecurity and disaster recovery capabilities. Selected advisers must provide detailed monthly reports covering benchmark comparisons, sector allocation, and compliance summaries.
Purchasing

POSTED

9 days ago

DEADLINE

in about 2 months
NAICS: 523940
SLED
RFP-Private Equity Consultant Services
Solicitation # BPM059488
The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support the Board of Trustees for the Maryland State Retirement and Pension System. The scope of work covers private equity, private credit, private infrastructure, and private real assets, excluding real estate. The selected contractor will provide strategic consulting, deal sourcing, and due diligence, while assisting the CIO and Investment Division with goal development, risk monitoring, and the preparation of annual fund targeting and subscription pacing plans. Deliverables include regular reporting, research on specific investment issues, and attendance at Investment Committee and Board of Trustees meetings. The contract is for an initial five-year term, approximately from March 1, 2027, to February 29, 2032, with the option for two additional one-year renewals. Awarding will be based on the most advantageous proposal, evaluated through a technical ranking of good, better, or best across criteria including technical response, questionnaire answers, experience, and economic benefit to the state, followed by a financial analysis. Minimum qualifications require offerors to have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Compliance requirements include the submission of a Conflict of Interest Affidavit, adherence to commercial nondiscrimination policies, and the maintenance of professional indemnity and D&O insurance. Contractors must also comply with specific cybersecurity and remote access standards for data systems. Proposals must be submitted in two separate volumes: a technical proposal submitted electronically and a financial proposal submitted both physically and electronically. All records related to the contract must be maintained for five years following final payment.
Maryland State Retirement Agency

POSTED

13 days ago

DEADLINE

in about 1 month
NAICS: 523940
SLED
RFP-Private Equity Consultant Services
Solicitation # BPM059488
The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support its Private Markets Programs, which encompass private equity, private credit, private infrastructure, venture capital, and private real assets. The selected contractor will assist the CIO and Investment Division in developing strategies, conducting operational due diligence, managing a rolling three-year investment pipeline, and identifying emerging managers with less than $2 billion in assets under management. Additionally, the consultant must provide research and recommendations for the Board of Trustees and Investment Committee, including specific evaluations regarding ESG and DEI factors. The contract features an initial five-year term from 2024 to 2029, with the agency holding the option for two successive one-year renewals. Award decisions will be based on a technical and financial evaluation using a Good, Better, or Best ranking system, prioritizing the technical response to the scope of services, proposal questionnaire responses, experience and references, and economic benefit to the State of Maryland. Qualified offerors must have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Strict compliance requirements include maintaining $5 million in Directors and Officers liability insurance and $3 million in Errors and Omissions/Professional Liability insurance, including cyber coverage. Contractors must submit a Conflict of Interest Affidavit and provide periodic updates to ensure ethical compliance under COMAR 21.05.08.08. All records must be maintained for five years and made available for audit by the State of Maryland. Proposals must be submitted in two separate volumes, with the technical proposal provided electronically and a redacted version submitted for Public Information Act requests.

POSTED

13 days ago

DEADLINE

in about 1 month
NAICS: 523940
SLED
Fixed Income Investment Manager
Solicitation # AIDEA27-017
The Alaska Industrial Development and Export Authority (AIDEA) is seeking qualified investment management firms to establish multiple Indefinite Delivery/Indefinite Quantity (IDIQ) contracts for alternative fixed income investment management services. The base period runs from December 16, 2026, to December 15, 2029, with three subsequent two-year options, allowing for a total duration of up to nine years. Selected firms must operate within AIDEA's designated custody accounts at U.S. Bank, as strategies requiring alternative custodial arrangements will not be accepted. Performance is measured against the Bloomberg U.S. Aggregate Bond Index, and contractors must provide deliverables including draft investment guidelines, Investment Management Agreement terms, and audit support. Awards are based on a 1,000-point evaluation system focusing on cost (400 points), methodology (200 points), experience and qualifications (150 points), project understanding (100 points), proposed staff (50 points), and an Alaska Offeror Preference (100 points). The contract does not guarantee any specific asset allocation or minimum compensation. Key requirements include certification of compliance with the AIDEA Investment Policy Statement, adherence to State of Alaska confidentiality and cybersecurity guidelines, and certification that the firm is not headquartered in a U.S. Department of State Tier 3 trafficking country. Payments are made via check or electronic transfer upon approval of deliverables by the Project Manager and Executive Director. Proposals are due by November 20, 2026.
Commerce, Community, and Economic Development

POSTED

14 days ago

DEADLINE

in 9 days
NAICS: 523940
SLED
RFP No. FIN-2610 - Investment Advisory Services
Solicitation # FIN-2610
The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.
City of South Padre Island

POSTED

14 days ago

DEADLINE

in 20 days

General Info

Documents

1
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PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → San Diego County
Contacts1 person available
OfficeN/A
Organization / AgencyCalifornia → San Diego County
Office AddressN/A

More opportunities from California → San Diego County

Same awarding agency

NAICS: 561910
New
SLED
RFB - COMMISSARY GIFT PACKS
Solicitation # 13314
The County of San Diego is soliciting bids for the provision of Commissary Gift Packs for the San Diego Sheriff's Department. The scope of work involves the assembly and delivery of gift packs across seven distinct lots, with a requirement that the contractor fulfill at least 95% of each order. Deliveries must be made FOB Destination to the East Mesa Central Warehouse between 7:00 am and 2:00 pm, Monday through Friday. Orders placed by 11:00 am San Diego time must arrive by the next business day. Strict packaging and labeling standards are mandated, requiring the use of white kraft paper bags (70-90 GSM) and prohibiting glass, metal, or resealable containers. All items and shipping cartons must feature scannable UPC codes, and food items must include nutrition facts labels. All products must have a minimum shelf life of 60 days upon receipt, unless pre-approved by the Sheriff's Office. Award will be granted to the lowest priced responsive and responsible bidder, with a 15% price preference applied to certified Small-Local Businesses. Bidders must submit their proposals via the BuyNet portal, including required forms such as the Offeror’s Cover Page, Representations and Certifications, and a CA Seller’s Permit. Evaluation is based on price, responsiveness, and the bidder's capacity to provide quality products that meet the brand name or equal standards set by the County.
Packaging and Labeling Services

POSTED

about 22 hours ago

DEADLINE

in 30 days
View Details
NAICS: 624110
New
SLED
RFP - COMMERCIALLY SEXUALLY EXPLOITED CHILDREN/YOUTH - "ICARE" PROGRAM
Solicitation # 13410
The ICARE Program is a solicitation issued by San Diego County, California, designed to provide specialized services for commercially sexually exploited children and youth (CSEC). The program's scope of work focuses on delivering psychoeducation, support, and case management to youth and their caregivers, alongside community and school-based training. Key deliverables include weekly psychoeducation and socialization activities, monthly caregiver groups, quarterly prosocial events, and specific CSEC 101 and Advanced CSEC trainings. Performance is measured by strict thresholds, such as minimum durations of 60 minutes for youth and caregiver groups and a minimum of 15 participants for advanced trainings. The contract follows a performance period starting with an initial term from July 1, 2027, to June 30, 2028, with four subsequent option years extending through June 30, 2032. A critical requirement is the submission of a Linguistic and Cultural Diversity Plan to ensure accessibility for languages including Spanish, Vietnamese, Tagalog, Arabic, and Somali. Additionally, the solicitation emphasizes the utilization of diverse business entities, specifically targeting Disadvantaged Business Enterprises, Emerging Small Businesses, Minority Business Enterprises, and Women’s Business Enterprises. Pricing for specialized trainings is estimated between 2,000 and 2,500 dollars per monthly unit.
Child and Youth Services

POSTED

2 days ago

DEADLINE

in about 1 month
View Details

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