Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, October 28 at 2:00 PM ET

Register Free →
CLEATUS
Get CLEATUS

Sustainable, ESG, and Mission-Aligned Investment Consultant

Active
State & Local

Contract Overview

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

AI Contract Overview

Show more

This subcontract opportunity is for a Sustainable, ESG, and Mission-Aligned Investment Consultant to support prime contractors on investment advisory projects for Bristol Community College. The selected consultant will be responsible for the specialized research, selection, and monitoring of investments, with a specific focus on developing strategies for mission-aligned investments and vetting opportunities through ESG scoring tools and impact measurement frameworks. Key deliverables include curated investment lists and detailed impact reports, all while maintaining strict adherence to industry regulations and the prime contractor's Code of Ethics. The project is categorized under NAICS code 523930 and will be performed in Fall River, Massachusetts. Interested parties should note that the response deadline is November 12, 2026. This role emphasizes shareholder advocacy and the integration of sustainability metrics to ensure that the college's investment portfolio aligns with its broader institutional mission.

General Info

ESG investment consultant for Bristol Community College; deadline November 12, 2026, in Massachusetts.

Agency

Massachusetts → BCC01 - Bristol Community College

NAICS

523930 - Investment Advice

Place of Performance

Elsbree Street Fall River, MA, 02720, USA

Set-Aside

NONE

Documents

This scope was carved out of BD-27-1381-BCC01-BCCFR-134721.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

M-07-27 Investment Advisory Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

Posted

subcontract

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyMassachusetts → BCC01 - Bristol Community College
ContactsNo contacts available
OfficeN/A
Organization / AgencyMassachusetts → BCC01 - Bristol Community College
Office AddressN/A
ContactsNo contact information available

Full Description

Show more
Performs specialized research, selection, and monitoring of investments for prime contractors on Bristol Community College investment advisory projects. Develops strategies for mission investments, performs shareholder advocacy, and vets impact investing opportunities using ESG scoring tools and impact measurement frameworks. Adheres to the prime's Code of Ethics and industry regulations. Delivers curated mission-aligned investment lists and impact reports.

Similar Contracts

Same NAICS industry code

NAICS: 523930
New
SLED
Investment Grade Private Placement Asset-Backed Credit ManagerThis subcontract opportunity with the New York State Insurance Fund involves the management of a portfolio of investment-grade private placement credits. The selected manager will be responsible for identifying and sourcing asset-backed private placement opportunities, conducting thorough underwriting and risk assessments of credit instruments, and providing continuous portfolio management and performance reporting using professional investment software. The contract requires strict adherence to State Finance Law sections 139-j and 139-k. Interested parties must submit their responses by December 16, 2026, for this specialized financial services role categorized under NAICS code 523930.
Insurance Fund - NYS

POSTED

3 days ago

DEADLINE

in about 2 months
View Details
NAICS: 523930
New
SLED
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.
Insurance Fund - NYS

POSTED

3 days ago

DEADLINE

in about 2 months
View Details
NAICS: 523930
New
SLED
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

POSTED

5 days ago

DEADLINE

in 23 days
View Details
NAICS: 523930
New
SLED
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.
NYS Deferred Compensation Plan

POSTED

5 days ago

DEADLINE

in 23 days
View Details
NAICS: 523930
New
SLED
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.
Procurement & Compliance Department of San Diego Housing Commission

POSTED

6 days ago

DEADLINE

in 10 days
View Details
NAICS: 523930
SLED
Municipal Debt & Bond Issuance AdvisorThis subcontract opportunity is for a Municipal Debt and Bond Issuance Advisor to provide expert advisory services for prime contractors working on South Jersey Ports projects. The selected advisor will be responsible for transaction management regarding debt issuance, the development of credit strategies and bond structures, and the creation of marketing strategies for distributing New Jersey securities. A critical component of the role involves performing sophisticated cash flow analysis through the use of financial modeling software. The position requires deep specialized expertise in municipal bond regulations and New Jersey securities laws to deliver effective financing strategies and structure recommendations. Interested parties should note that the response deadline for this solicitation is November 17, 2026, and the work falls under NAICS code 523930.
South Jersey Ports

POSTED

16 days ago

DEADLINE

in 23 days
View Details
NAICS: 523930
SLED
Fiduciary Investment Support and Benchmarking ServicesThe City of Brookside Village is seeking a subcontractor to provide fiduciary investment support and benchmarking services for its retirement projects. The selected provider will offer professional investment guidance and fiduciary oversight to prime contractors, with primary responsibilities including the development of Investment Policy Statements, the performance of fee-benchmarking for investment menus, and the preparation of comprehensive reporting packages for auditors and the City Council. This engagement requires a formal written acknowledgment of Analog Fiduciary Standards, specifically adhering to ERISA 3(21) or 3(38) guidelines. Key deliverables for the contract include the finalized Investment Policy Statements, quarterly reporting packages, and detailed benchmarking reports. Interested parties must submit their responses by November 4, 2026.
CITY OF BROOKSIDE VILLAGE

POSTED

17 days ago

DEADLINE

in 10 days
View Details
NAICS: 523930
SLED
Investment Advisor / Fund ManagerThis subcontract with Head Start of Greater Dallas involves the provision and management of investment options for prime contractors. The selected advisor or fund manager is responsible for developing plan options, delivering investment portfolio options, and providing individual investment counseling to employees. Additionally, the contractor must report on investment rating performance to ensure transparency and effectiveness. The agreement requires the provider to maintain fiduciary certification and provide full disclosure regarding any incentives or conflicts of interest. This opportunity, categorized under NAICS code 523930, was posted on August 27, 2026, with a response deadline of November 9, 2026.
HEAD START GREATER DALLAS, INC

POSTED

about 2 months ago

DEADLINE

in 15 days
View Details
NAICS: 523930
DIBBS
Accelerated Payments Administration for Small Business SubcontractorsThis subcontract, administered by the Defense Logistics Agency under the Department of Defense, focuses on the administration of accelerated payments for small business subcontractors. The primary objective is to ensure full compliance with FAR 52.232-40, which mandates prompt invoicing and the processing of payments within a 15-day window. The contract is categorized under NAICS code 523930 and was posted on August 14, 2026. It establishes a structured financial framework to support small business liquidity by streamlining the payment cycle for services rendered.
Defense Logistics Agency

POSTED

2 months ago

DEADLINE

N/A
View Details
NAICS: 523930
SLED
Financial and Debt Advisory ServicesThe contract provides for comprehensive financial and debt advisory services to support the Ramona Municipal Water District in issuing municipal debt and structuring bond financing to enable future capital projects made possible by an increased debt limit. The services encompass strategic financial planning, debt issuance guidance, and technical structuring to ensure optimal financing solutions that align with the district’s long-term infrastructure goals and fiscal responsibilities. The advisor will assist in navigating regulatory requirements, market conditions, and investor expectations to facilitate timely and cost-effective access to capital markets. The work is to be performed in the 92065 zip code area, reflecting the district’s operational location in California, and falls under NAICS code 523930, which classifies the service as other financial investment activities. As a subcontract, this engagement supports broader municipal initiatives that require specialized expertise in public finance, particularly in the context of enhanced borrowing authority. The services aim to strengthen financial resilience and ensure that capital projects—including water infrastructure improvements—are funded efficiently, sustainably, and in compliance with state and federal guidelines.
Ramona Municipal Water District

POSTED

3 months ago

DEADLINE

N/A
View Details
NAICS: 523930
SLED
Escrow and Closing Coordination ServicesThe contract encompasses the facilitation of real estate closing services for transactions within Los Angeles County, specifically centered around the 90290 zip code. It involves comprehensive fund handling, secure disbursement of proceeds, and accurate recording of all legal documents with county authorities to ensure compliance and title clarity. The service provider is responsible for coordinating communication and documentation between buyers, sellers, lenders, and county offices to streamline the closing timeline and reduce administrative delays. This subcontract supports the agency’s operational needs by ensuring closing procedures are executed efficiently and in accordance with local regulations. The work is governed under NAICS code 523930, which classifies it as other real estate activities, and is intended to enhance the reliability and speed of property transfers within the jurisdiction. All activities must be performed in alignment with county protocols, with emphasis on accuracy, timeliness, and security of financial and legal transactions.
Los Angeles County

POSTED

5 months ago

DEADLINE

N/A
View Details
NAICS: 523930
Federal
Strategic Investment & Capital Leadership for OSCThis contract involves subcontracted support for the recruitment of investment professionals to serve the Office of Strategic Capital (OSC) within the Department of Defense. The focus is on sourcing candidates with private-sector expertise, specifically targeting leaders experienced in venture capital, defense technology investments, or strategic partnerships. The effort aims to enhance OSC’s capacity by bringing in top talent capable of advancing strategic investment initiatives. The contract, titled "Strategic Investment & Capital Leadership for OSC," was posted on April 24, 2026, and falls under the NAICS code 523930, which pertains to investment advice services. The place of performance is located in Alexandria, Virginia, with the contract overseen by Washington Headquarters Services. This subcontract arrangement underscores the Department of Defense’s commitment to leveraging private-sector experience to strengthen its investment and capital leadership capabilities in critical technology and defense sectors.
Washington Headquarters Services

POSTED

6 months ago

DEADLINE

N/A
View Details

More opportunities from Massachusetts → BCC01 - Bristol Community College

Same awarding agency

NAICS: 541211
New
SLED
Investment Compliance and Ethics ConsultantThe Investment Compliance and Ethics Consultant subcontract for Bristol Community College involves performing independent reviews and auditing of investment activities for prime contractors. The selected consultant will be responsible for reviewing investment procedures to ensure regulatory compliance, auditing for potential conflicts of interest, and utilizing compliance monitoring software to verify adherence to the fiduciary standard. Key deliverables include the submission of comprehensive compliance review reports and formal ethics certifications. Qualified candidates must possess specialized knowledge of SEC standards or hold professional compliance certifications. This opportunity is associated with NAICS code 541211 and will be performed in Fall River, Massachusetts. Interested parties should note the response deadline of November 12, 2026.
Offices of Certified Public Accountants

POSTED

3 days ago

DEADLINE

in 18 days
View Details
NAICS: 523940
New
SLED
M-07-27 Investment Advisory Services
Solicitation # BD-27-1381-BCC01-BCCFR-134721
Bristol Community College is soliciting proposals from qualified and experienced investment advisory firms under solicitation number BD-27-1381-BCC01-BCCFR-134721. The selected firm will provide investment advice and advisory services, supporting the College's Board and Finance Committee in meeting their fiduciary responsibilities. Key requirements include a demonstrated capability in asset allocation, portfolio construction, and risk reporting, with a specific emphasis on sustainable, mission-aligned, ESG, and socially responsible investing. The firm must be a registered investment advisor under the Investment Advisors Act of 1940 and provide an affirmative statement acknowledging its fiduciary responsibility for all discretionary investments. The contract consists of an initial 15-month term starting February 1, 2027, and ending June 30, 2028, with the option for four additional one-year renewals through June 30, 2032, contingent upon funding and performance. Proposals are due by 2:00 p.m. EST on November 12, 2026, and must be submitted in PDF format via email to Philicia Pacheco. Required documentation includes a W9 form, a non-collusion statement, tax compliance certification, and company contact information. Evaluation will be based on the firm's experience with non-profit or higher education institutions, investment philosophy, fee structures, and adherence to a professional code of ethics. The winning bidder will be required to sign a standard Commonwealth of Massachusetts contract and comply with state and federal non-discrimination and affirmative action laws.
Portfolio Management and Investment Advice

POSTED

3 days ago

DEADLINE

in 18 days
View Details
NAICS: 484110
SLED
F.O.B. Destination Shipping ServicesThis subcontract agreement covers F.O.B. Destination shipping services for finished diploma covers associated with Bristol Community College projects. The selected provider is responsible for picking up finished goods from the manufacturer and transporting them to the designated delivery location at 777 Elsbree Street in Fall River, Massachusetts. The contractor must ensure that all shipments are delivered F.O.B. Destination and provide formal proof of delivery. This opportunity is categorized under NAICS code 484110, with a response deadline set for November 2, 2026.
General Freight Trucking, Local

POSTED

12 days ago

DEADLINE

in 8 days
View Details
NAICS: 313311
SLED
Specialty Textile and Synthetic Leather SupplyThis subcontract for Specialty Textile and Synthetic Leather Supply supports prime contractors in the production of diploma covers for Bristol Community College. The scope of work involves the procurement and delivery of specific raw materials to the manufacturer, including bulk rolls or sheets of Dark Green Leather Lex synthetic leather, white cut silk moire fabric, and green ribbon intended for corner accents. The project is associated with NAICS code 313311 and is managed by Bristol Community College in Massachusetts. Performance of the contract will take place in Fall River, Massachusetts, with a response deadline set for November 2, 2026.
Broadwoven Fabric Finishing Mills

POSTED

12 days ago

DEADLINE

in 8 days
View Details
NAICS: 323111
SLED
Custom Padded Diploma Cover ProductionThis subcontract for Bristol Community College involves the manufacture and assembly of 1,100 custom padded diploma folders annually. The folders must be fabricated with short side hinges, featuring Dark Green Leather Lex exteriors, white cut silk moire interior linings, and green ribbon corners, with college text gold-stamped and centered on the covers. The contractor is required to provide one physical sample for approval prior to full production. The project is categorized under NAICS code 323111 and will be performed in Fall River, Massachusetts. Interested parties must adhere to the timeline associated with the solicitation posted on October 13, 2026, with a response deadline of November 2, 2026.
Commercial Printing (except Screen and Books)

POSTED

12 days ago

DEADLINE

in 8 days
View Details
NAICS: 316990
SLED
M-06-27 Diploma Covers
Solicitation # BD-27-1381-BCC01-BCCFR-134142
Bristol Community College is soliciting proposals from qualified vendors for the annual procurement of 1,100 diploma covers. The required covers must be padded folders made of dark green leather lex with a short side hinge, designed to hold a horizontal 8.5 by 11 inch insert. Interior specifications include white cut silk moire on the left and right sides, with the right side featuring green ribbon corners. The college name must be stamped in gold and centered on the cover. Vendors are required to provide one sample diploma for review as part of their submission. The initial contract term begins in November 2026 and runs through June 30, 2027, with options for four one-year renewals through June 30, 2031. Proposals must be submitted in hard copy format in a sealed envelope to the Fall River, Massachusetts campus by 2:00 p.m. on November 2, 2026. Required documentation includes company contact information, a non-collusion statement, tax compliance certification, and a W9 form. Award decisions will be based on the vendor's demonstrated capability and how closely the proposal satisfies the college's requirements. Payment will be issued after complete delivery, and the college is exempt from federal and Massachusetts sales taxes.
Other Leather and Allied Product Manufacturing

POSTED

12 days ago

DEADLINE

in 8 days
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS