This Solicitation opportunity from Utah was posted on June 17, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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SLCo RFP MAY061726 Municipal Advisor Services

Closed

SLCo RFP MAY061726 Municipal Advisor ServicesState & Local

Submission Closed07/20/2026, 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

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Active U.S. Aggregate Core Plus Fixed Income Investment Management Services

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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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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

Salt Lake County is seeking competitive proposals from qualified firms to provide municipal advisory and fiscal agent services for both the County and its Municipal Building Authority. The solicitation, identified as SLCo RFP MAY061726 Municipal Advisor Services, was posted on June 17, 2026, with a submission deadline of July 20, 2026. This opportunity is aimed at firms capable of delivering expert financial guidance and management related to municipal projects and fiscal responsibilities within the jurisdiction of Salt Lake County, Utah. Interested proposers are directed to contact Jason Yocom for further information and to access the full solicitation details through the provided online portal. The contract performance location will be in Utah, and the solicitation does not specify any set-aside requirements or particular eligibility criteria related to organization type.

General Info

Salt Lake County seeks firms for municipal advisory and fiscal agent services, proposals due July 20, 2026.

Agency

UtahView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

UT, USA

Set-Aside

NONE

Documents

(2)

RFP MAY061726 Municipal Advisor Services Salt Lake County

PDF•rfp

RFP 1.12 A-E Combined Attachments - Salt Lake County Preferences and Confidentiality

PDF•rfp

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedJun 17

Solicitation

Response DeadlineJul 20

Deadline has passed

Submission Closed

07/20/2026, 07:00:00 PM UTC

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Organization & Contact Information

AgencyUtah

Contacts1 person available

OfficeUT, USA

Organization / Agency

Utah

View Agency Profile

Office AddressUT, USA

Contacts

Jason Yocom

contact@example.gov

Interested Companies (13)

website design

Richardson, CA

GOV Alpha

Brooklyn, NY

DevCare Solutions

COLUMBUS, Ohio

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Full Description

Salt Lake County (“County”) is soliciting competitive proposals from qualified firms (“Proposers”) to provide municipal advisory and fiscal agent services to Salt Lake County and the Municipal Building Authority of Salt Lake County.