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This Solicitation opportunity from Rhode Island was posted on April 15, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Tobacco Settlement Financing Corp. Financial Advisory Services

Closed
RFP25005439State & 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
Investment Grade Private Placement Asset Manager Search
Solicitation # 2140196
The New York State Insurance Fund (NYSIF) is soliciting proposals under solicitation number 2140196 and contract number 2026-45-INV for Private Placement Asset Manager Services. The agency seeks qualified firms to manage one or more mandates involving Investment Grade Private Placement Corporate and Infrastructure Credit, as well as Investment Grade Private Placement Asset-Backed Credit. NYSIF anticipates awarding multiple contracts for these services, which will be performed state-wide. The initial contract term is five years, with the possibility of two optional one-year extensions. Proposals must be submitted by December 16, 2026, at 2:00 p.m. ET to Alicia Jemmott at the NYSIF Procurement Unit in Albany, New York. In accordance with State Finance Law sections 139-j and 139-k, strict communication restrictions are in place; all inquiries must be directed solely to designated staff members Alicia Dott-Jemmott and Shanee Robinson to avoid disqualification. While NYSIF encourages participation from Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran-Owned Businesses (SDVOB), the specific goals for these categories are currently set at 0.00 percent. Bidders are responsible for monitoring the NYSIF procurement website for all amendments and clarifications to ensure their proposals remain responsive.
Insurance Fund - NYS

POSTED

5 days ago

DEADLINE

in about 2 months
NAICS: 523940
New
SLED
Venture Capital Seed Fund Program Management
Solicitation # STA26103-SSBCI_VENTURE
The State of Delaware Department of State, through the Division of Small Business, is soliciting proposals for the Venture Capital Seed Fund Program Management under the U.S. Treasury State Small Business Credit Initiative (SSBCI). The program intends to utilize approximately 30 million dollars to build resident venture capital capacity, increase deal flow for targeted state industries, and expand capital access for women, founders of color, and rural-based businesses. The primary performance goal is to achieve at least a 10:1 ratio of private capital leveraged over a 10-year period. Eligible vendors must meet the SEC definition of a venture fund and comply with SSBCI Capital Program Policy Guidelines, including conflict-of-interest standards and Treasury civil rights requirements. Proposals are due by December 2, 2026, and will be evaluated based on team qualifications and experience (40 percent), investment strategy and fund management (30 percent), compliance and reporting capabilities (20 percent), and outreach to SEDI-owned businesses (10 percent). Award decisions are based on the most advantageous proposal rather than the lowest bid. Selected vendors must adhere to strict regulatory requirements, including IRS Publication 1075 for Federal Tax Information (FTI) compliance, non-discrimination laws under Delaware Code, and the Americans with Disabilities Act. Contract administration includes 30-day payment terms, a requirement for a Supplier ID, and the potential for IRS inspections of facilities with 24-hour notice.
Department of State

POSTED

5 days ago

DEADLINE

in about 1 month
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.
BCC01 - Bristol Community College

POSTED

5 days ago

DEADLINE

in 16 days
NAICS: 523940
New
SLED
Financial Advisor
Solicitation # PRO27011
The Township of North Brunswick is seeking a professional Financial Advisor under solicitation PRO27011 to provide expert financial services for the upcoming calendar year. This procurement is conducted as an extraordinary unspecifiable service in accordance with N.J.S.A. 40A:11-4.1a, utilizing a fair and open competitive process. Proposals will be evaluated by a Township Evaluation Committee based on a weighted scoring system totaling 100 points, considering factors such as professional experience, reputation, subject matter knowledge, and availability. The selected advisor will perform services at the request of the Chief Financial Officer and will be compensated via a blended hourly rate, with invoices submitted monthly. The submission deadline is November 13, 2026, at 4:00 PM, with a potential contract award date of January 4, 2027. Applicants must submit their proposals online and include mandatory documentation, including a statement of ownership, resumes of key employees, a narrative statement of understanding, and certifications regarding prohibited activities in Russia, Belarus, and Iran. The contract mandates strict adherence to New Jersey state laws, including the New Jersey Prevailing Wage Act, the Worker and Community Right to Know Law for chemical labeling, and the Americans with Disabilities Act. Additionally, the contractor must comply with federal HIPAA regulations and provide affirmative action certifications, such as the AA-302 report, following the award.
Finance

POSTED

7 days ago

DEADLINE

in 17 days
NAICS: 523940
SLED
RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority
Solicitation # RFI-100-2700000009-1
The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.
Frankfort, Ky

POSTED

8 days ago

DEADLINE

in 24 days
NAICS: 523940
SLED
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

12 days ago

DEADLINE

in 17 days

AI Contract Overview

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The Tobacco Settlement Financing Corporation is seeking qualified financial advisory firms to provide expert services related to managing its existing debt, exploring opportunities for refunding or new financing, maintaining credit ratings, ensuring compliance with arbitrage rebate regulations, and supporting strategic financial planning. The contract aims to secure professional guidance to optimize the Corporation’s financial operations and debt management strategies. The solicitation was posted on April 15, 2025, with a response deadline of May 13, 2025, and a Q&A session scheduled for April 25, 2025, at 2 PM. The contract value ranges from $500,000 to $2,000,000, and the primary point of contact is Jonathan Nadeau, reachable via email or phone. The services will be performed within Rhode Island, under the jurisdiction of the Rhode Island Purchasing agency.

General Info

Place of Performance

RI, USA

Set-Aside

NONE

Documents

9

ISBE Form - RFP Appendix B MBE/WBE Participation Plan

PDF, High priority: read this first1 page · form
High

RFP25005439 Addendum 1 - Financial Advisory Services

PDF, High priority: read this firstamendment
High

RFP25005439 - Q&A Center Items (Addendum #2)

PDF, High priority: read this firstq-and-a
High

RFP25005439 Solicitation Change Details Report

PDF, High priority: read this firstamendment
High

RFP25005439 Tobacco Settlement Financing Corp. Financial Advisory Services

PDF, High priority: read this firstrfp
High

RFP25005439 - Tobacco Settlement Financing Corporation Financial Advisory Services SOW

PDF, High priority: read this firstsow
High

S&P Global Ratings - Tobacco Settlement-Backed ABS Overview (Jan 2025)

PDF, Low priorityother
Low

Supplemental Bidder Attestation Form for RFP Conflict of Interest

PDF, Low priority1 page · attestation-form
Low

Tobacco Settlement Financing Corporation Investment Policy (October 2008)

PDF, Low priorityother
Low

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyRhode Island Purchasing
Contacts1 person available
OfficeRI, USA
Organization / AgencyRhode Island Purchasing
Office AddressRI, USA
Contacts
Jonathan NadeauPrimary Contact

Full Description

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The Tobacco Settlement Financing Corporation is solicitating responses from qualified financial advisory firms to provide professional financial advisory services related to the Corporation's outstanding debt, potential refunding or new money financing opportunities, ongoing management of credit ratings, compliance with arbitrage rebate requirements, and other strategic financial planning. Q&A Deadline: 04/25/2025 at 2PM. Buyer: Jonathan Nadeau

More opportunities from Rhode Island Purchasing

Same awarding agency

NAICS: 561611
SLED
MPA-490 OE Private/Claims Investigation Svcs & Investigative Svcs - Title IX
Solicitation # OET26006282
Solicitation OET26006282 establishes a Master Price Agreement for qualified individuals or firms to provide private and claims investigation services for the Rhode Island Department of Education, the Office of Institutional Equity at Rhode Island College, and the Office of Civil Rights and Title IX at the Community College of Rhode Island. The scope of work is divided into two parts: the first focuses on educator misconduct and human resource investigations, while the second covers institutional equity matters, including harassment, discrimination, sexual misconduct, and Title IX policy violations. The agreement is intended for use by these primary agencies but may be extended to other state agencies and political subdivisions via addendum. The initial contract term begins approximately March 1, 2026, for three years, with options for two additional 12-month renewals. Qualified vendors are selected based on a technical scoring system requiring a minimum score of 80 out of 100 points, with evaluations focusing on staff qualifications, vendor capability, work plans, and methodology. While cost proposals are collected for information and ranking purposes, they are not part of the initial technical evaluation. Awarded contractors must adhere to strict confidentiality and conflict of interest standards, ensuring they occupy only one role per case. Additionally, prime contractors are required to maintain a minimum of 15 percent participation from certified Minority, Woman, or Veteran-Owned Business Enterprises. Payments are subject to a 0.33 percent contract administrative fee and are contingent upon the availability of appropriated funds.
Investigation and Personal Background Check Services

POSTED

10 months ago

DEADLINE

in about 2 years
View Details
NAICS: 221122
SLED
MPA 623 Retail Energy Suppliers for Electricity and Natural Gas
Solicitation # OEV26006180
Solicitation OEV26006180 is an Open Enrollment Vendor Assessment issued by the State of Rhode Island to establish a pool of pre-qualified retail energy suppliers for electricity and natural gas. The goal of this multi-year pre-qualification process is to separate qualitative requirements from quantitative pricing events, allowing the state to more efficiently execute future pricing contracts via mini-bids. The solicitation period runs from December 2, 2025, to October 31, 2027, with an initial contract term extending through October 31, 2028. Vendors previously awarded under OEV23002884 are exempt from reapplying. To be included on the qualified vendor list, applicants must pass a pass/fail evaluation based on several criteria, including active registration with the Rhode Island Public Utilities Commission, submission of recent audited financial statements, a detailed statement of relevant experience, and at least three client references. Required submission documents include a Vendor Certification Questionnaire, a Vendor Qualifications Assessment, and an MBE Participation Acknowledgment Form, all of which must be submitted electronically via Ocean State Procures. Administrative terms include a 1% contract administrative fee assessed on all purchase orders, which is withheld from payments by the state. Awarded vendors are required to submit quarterly reports to the Division of Purchases within 45 days of the close of each calendar quarter detailing all invoiced amounts. Additionally, foreign corporations must obtain a certificate of authority from the Secretary of State to transact business within Rhode Island.
Electric Power Distribution

POSTED

11 months ago

DEADLINE

in about 1 year
View Details
NAICS: 561621
SLED
MPA 419 FY26 OE Security Systems, Service, Maintenance and Parts
Solicitation # OEV26006172
The Rhode Island Department of Administration, Division of Purchases, is soliciting qualified firms for an Open Enrollment Master Price Agreement (MPA 419) to provide maintenance, repair, upgrade, and replacement services for security systems across all state agencies. This is a Request for Qualifications rather than a Request for Quotes, meaning the initial phase focuses on establishing a list of qualified vendors. The initial bid submission deadline is February 28, 2026, with contract awards beginning May 1, 2026. The initial term is for three years, with the possibility of two additional 12-month renewals. Following the initial award, new vendors may apply on a biannual basis. Selection is based on a pass/fail evaluation of qualifications; any failure in the required criteria will result in disqualification. Once the qualified vendor list is established, state agencies will issue mini-bids for specific scopes of work, and preference may be given to vendors offering the lowest rates. Awarded vendors must adhere to strict insurance requirements, including a $1,000,000 combined single limit for liability and automobile insurance, and $500,000 for crime coverage. Additionally, a contract administrative fee of up to 1% of the annual spend applies to all purchase orders under this MPA. All proposals must be submitted electronically via the Ocean State Procures portal.
Security Systems Services (except Locksmiths)

POSTED

11 months ago

DEADLINE

in over 3 years
View Details

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