This Solicitation opportunity from Government of Canada was posted on June 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Town of Innisfail - Request for Proposal - Town of Innisfail Seeks Proposals for Investment Portfolio Management Services

Closed

AB-2026-04310International

Submission Closed07/03/2026, 05:00:00 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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Investment Management and ConsultingThe State of Missouri, through the Office of Administration’s Division of Purchasing on behalf of the State Treasurer’s Office, is soliciting proposals for investment management and consulting services under solicitation number STATE 0000000480SL, with a NAICS code of 523940. Proposals must be submitted electronically via MissouriBUYS by the deadline of August 5, 2026, at 7:00 PM Central Time, and hardcopy submissions are explicitly prohibited. The resulting contract will be a Blanket Purchase Agreement with an initial term of two years, subject to two optional one-year renewals at the sole discretion of the Division of Purchasing, with renewal pricing capped at the rates established in the original contract’s Exhibit C. The primary purpose of the contract is to provide non-discretionary investment advisory services focused on the safety of principal, liquidity, and yield, with cash management and liquidity coordination as the central element. Services include investment recommendations, portfolio strategy support, trade execution, risk management, compliance oversight, reporting, and operational continuity, all performed under the direction of the State Treasurer or their designee in Jefferson City, Missouri. Vendors must comply with a comprehensive set of statutory, regulatory, and operational requirements, including adherence to the Missouri Sunshine Law and Open Records Act, which mandate public disclosure of all submitted materials and contract documents. Contractors must affirm they will not knowingly employ unauthorized aliens and are required to enroll in E-Verify and provide their Company ID number. Financial records must be maintained for five years following final payment or audit completion, using GAAP or IFRS standards, and must be preserved indefinitely if under litigation or audit. The contractor must maintain adequate liability insurance naming the State of Missouri as an additional insured and provide proof prior to performance. Key personnel requirements include a government relationship manager with at least three years of public-sector experience and a primary investment manager with ten years of relevant experience. Substitutions for key personnel require prior written approval and must offer equivalent or superior qualifications. Proposals are evaluated using a weighted scoring system totaling 270 points, prioritizing technical approach (150 points), experience and past performance (70 points), cost (40 points), and MBE/WBE participation (10 points), with an additional 15-point preference for Organization for the Blind and Sheltered Workshops and a 3-point preference for Service-Disabled Veteran Business Enterprises. Mandatory business compliance exhibits include Missouri tax compliance, business registration, work authorization

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Vaccine Exchange ServicesThe District of Columbia Department of Health has issued a forecast for vaccine exchange services aimed at establishing a framework for provider payment related to vaccination services. This initiative is designed to ensure accurate and timely compensation to healthcare providers who administer vaccines, facilitating consistent access to immunization programs across the district. Although specific details such as solicitation numbers, NAICS codes, or set-aside classifications are not yet defined, the forecast indicates an upcoming procurement process focused on administrative and financial mechanisms for vaccine distribution and reimbursement. The place of performance and organizational details remain unspecified, but the contract will operate under the authority of the District of Columbia’s health agency, suggesting that services will be delivered within local healthcare systems and public health infrastructure. The forecast, posted in July 2026, serves as a precursor to a formal solicitation, allowing interested vendors and service providers to prepare for potential participation. Stakeholders should anticipate requirements around data reporting, payment validation, compliance with public health protocols, and integration with existing immunization tracking systems to support efficient and equitable vaccine distribution.

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Independent Model Validation (IMV)The U.S. Department of Housing and Urban Development, through its Federal Housing Administration’s Office of Risk Management and Regulatory Affairs, is conducting market research to identify qualified vendors capable of delivering Independent Model Validation (IMV) and related analytical services. This effort, identified under solicitation number FY26IMV, is aimed at gathering information to shape HUD’s future acquisition strategy for expert validation of financial and risk models used in housing programs. Responses are required by July 31, 2026, at 5 p.m. EST, and must be submitted via email as specified in the attached instructions. The North American Industry Classification System code for this effort is 523940, indicating a focus on financial services activities not elsewhere classified. All inquiries and submissions should be directed to the designated point of contact, Tracy Scott, with secondary support available from Marie Niestrath. The office is located in Washington, D.C., and there is no specified physical place of performance beyond the general scope of federal operations.

Cpo : Fha Housing Support Division

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Financial Services in support of Department of Foreign Affairs Trade and Development’s Blended Finance Programing using repayable finance instrumentsThe Department of Foreign Affairs, Trade and Development is seeking specialized financial services to support its international climate finance initiatives and the International Assistance Innovation Program through repayable financial instruments. The services require expert technical support across blended finance vehicles, including due diligence, risk management, financial analysis and modeling, and direct assistance during investment negotiations. Performance is limited to the National Capital Region and must be delivered by pre-qualified holders of the Task-Based Professional Services Supply Arrangement E60ZT-18TSPS, Stream 3, with a minimum Tier 1 contract value exceeding $4.5 million. The contract spans until March 31, 2028, with a one-year option for extension, totaling up to 217 days of effort across three levels of financial specialists—Junior, Intermediate, and Senior—with base efforts of 46, 50, and 51 days respectively and corresponding optional days of 21, 25, and 24. All personnel must hold SECRET security clearance and handle information according to PROTECTED B safeguarding standards. Proposals must be submitted electronically by August 7, 2026, directly to the Contracting Authority, Isabelle Doray, and may be offered in either English or French. Eligible suppliers are limited to those pre-vetted under the Supply Arrangement, and no general bidding is permitted. The contract does not specify unit pricing, invoicing mechanisms, or payment details, and physical deliverables, packaging, or FOB terms are not applicable as the scope is purely advisory and professional in nature.

Department of Foreign Affairs, Trade and Development

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Financial Advisory ServicesThe Lone Star College System is seeking qualified providers to deliver Financial Advisory Services through a competitive Request for Proposals issued under solicitation number 26-07-02, with proposals due by 10:00 a.m. CST on August 10, 2026. The contract will support the System’s financial operations, particularly in relation to debt issuance, with pricing structured as a fee per $5,000 of debt issued across multiple tiers ranging from $0 to over $500 million. Proposals must be submitted electronically through the LSCS eBid system and must include required attachments such as a completed IRS Form W-9 and Texas Ethics Commission Form 1295 if the contract value meets or exceeds $1 million. The evaluation will follow a Best Value Method, weighing price at 25% and non-price factors including alignment with institutional needs, vendor reputation, service quality, and Texas-based presence or employment of 500+ workers in Texas. Special requirements include adherence to the Buy America Act, compliance with Section 508 accessibility standards, completion of certified cybersecurity training as mandated by Texas law, and strict antitrust certification. Vendors must also meet insurance thresholds including $1 million in general liability and cyber liability coverage, indemnify the System against intellectual property infringement claims, and comply with federal record retention requirements. All performance is F.O.B. destination at Lone Star College System locations, and the contractor must ensure delivery of services in accordance with federal, state, and local regulations including Texas Civil Procedure and OSHA standards. The System, serving over 80,000 students and employing 7,300 staff across 24 campus locations in the greater Houston area, emphasizes institutional stability, ethical conduct, and economic impact as core priorities in its procurement decisions.

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Troup County Recreation Endowment Fund Investment RFPTroup County Board of Commissioners is soliciting proposals for investment management and administrative services for the Troup County Recreation Endowment Fund, which had a value of $11,125,362.74 as of June 30, 2026. Proposals must be submitted by 2:00 p.m. EST on Thursday, August 20, 2026, in five paper copies and one digital copy to the Purchasing Director at the designated county address. All inquiries must be emailed exclusively to Ramona Gillham by 5:00 p.m. EST on Monday, August 10, 2026, with responses to questions posted publicly on the county’s purchasing website. The solicitation, identified as PE-77030-NONST-2027-000000028, requires adherence to the county’s Investment Policy and Annual Statement, and all information provided is to be treated as confidential.

Troup County Board of Commissioners

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Texas Local Government Investment Pool Investment Management and Related ServicesThe Texas Comptroller of Public Accounts, acting on behalf of the Texas Treasury Safekeeping Trust Company, is soliciting proposals to manage two local government investment pools—TexPool and TexPool Prime—through a turnkey investment management services contract. The solicitation, numbered 240L, invites qualified independent firms to provide comprehensive investment management and related services tailored to these pooled funds, which serve Texas local governments seeking safe, liquid, and yield-optimized investment solutions. Proposals must address the full scope of services required, including portfolio construction, risk management, compliance, reporting, and operational support, all aligned with the Trust Company’s investment objectives and fiduciary standards. Interested parties must submit responses by September 2, 2026, at 8:00 PM CT, with proposals evaluated based on technical expertise, performance history, fee structure, and ability to meet operational and regulatory requirements. The contract will be awarded to a single provider capable of delivering consistent, high-quality management across both pools while maintaining the highest standards of transparency and accountability. All correspondence and inquiries should be directed to Kathleen Graham at contracts@cpa.texas.gov or 512-305-8673, and the full solicitation details are available through the Texas SmartBuy portal. The selection process emphasizes experience in managing public fund assets, demonstrated compliance with state and federal regulations, and the capacity to adapt to changing market conditions while safeguarding public capital.

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Loan Portfolio ManagementThe City of St. Petersburg manages a portfolio of over 1,000 affordable housing loans funded through federal and state programs including HUD’s HOME Investment Partnerships Program, Community Development Block Grant, and Florida’s State Housing Initiatives Partnership. These loans are critical to providing housing opportunities for low- and moderate-income residents and require rigorous oversight to ensure compliance, financial accountability, and long-term affordability. The City currently uses multiple disparate systems—Oracle for financial and program income tracking, IDIS for HUD reporting and compliance, and Neighborly for program data—and is seeking a vendor to integrate with these platforms to deliver comprehensive loan portfolio management services. The vendor must provide ongoing monitoring, financial tracking, compliance oversight, and reporting to support the City’s mission of responsible stewardship of public housing funds. The solicitation for this contract, designated as RFP-26-283, was posted on July 16, 2026, with responses due by September 1, 2026. The contract falls under the jurisdiction of the City’s Housing & Community Development department in Florida and is aimed at enhancing the efficiency and effectiveness of housing program administration. The primary point of contact is Avery Slyker, Assistant Director, with Gabriella Greiner, Procurement Analyst, serving as the secondary contact. The successful vendor will be expected to work seamlessly within the City’s existing technological infrastructure, deliver timely and accurate data insights, and help maximize the impact of limited housing resources through proactive management and transparent reporting practices.

Housing & Community Development

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26-026 Financial Advisor ServicesBotetourt County is seeking a qualified financial advisory firm to deliver comprehensive financial services focused on long-range revenue forecasting, strategic financial planning, capital funding analysis, debt advisory, and the creation of sustainable spending strategies to capitalize on current and future revenue opportunities. The services are intended to support the County’s fiscal health and long-term financial stability by providing expert guidance on managing resources, optimizing funding structures, and navigating complex financial decisions. Proposals must be submitted through the Bonfire eProcurement portal by 7:00 PM ET on August 20, 2026, with all questions required to be submitted by 5:00 PM ET on August 4, 2026, via email to Purchasing@botetourtva.gov or through the same portal. Detailed solicitation documents, including requirements and submission guidelines, are available on the Bonfire portal at https://botetourtva.bonfirehub.com/portal/?tab=openOpportunities. The contract, identified as RFP-124489 and titled 26-026 Financial Advisor Services, was posted on July 16, 2026, and is managed by Stephanie Sparks, who can be reached at 540-928-2106 or ssparks@botetourtva.gov for inquiries. Performance of services will be centered in Botetourt County, Virginia.

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RFP-171-260000002293-1 | Investment Consulting Services RFPThe Michigan Department of Technology, Management and Budget (DTMB) is soliciting investment consulting services through RFP-171-260000002293-1, with proposals due by August 19, 2026, at 3:00 PM Eastern Time. The solicitation, posted on July 16, 2026, requires vendors to submit a comprehensive proposal through the SIGMA VSS portal, including mandatory documents such as the Statement of Work (Schedule A), Pricing (Schedule B), Service Level Agreement (Schedule D), Data Security Requirements (Schedule E), Key Personnel resumes, organizational charts, and a sample report. Proposals must be submitted in native editable formats like Word or Excel, with PDFs only allowed as supplements, and each file must not exceed 30 MB. Award will be based on best value, determined by a trade-off between technical merit and price, with no requirement to select the lowest bid. The technical evaluation is weighted toward vendor experience and prior performance (40 points), followed by the Statement of Work’s general requirements (30 points), other technical sections (15 points), and key personnel qualifications (15 points), totaling 100 points. Contract performance is expected to occur in Michigan, with services delivered to State facilities and all data hosted within the continental United States. Contractors must comply with stringent security standards, including NIST, FedRAMP, FISMA, PCI, and Michigan Digital Accessibility Standards, as well as integrate systems with the State’s MiLogin IAM platform using SAML 2.0 or OIDC. All key personnel must be disclosed with detailed resumes, time allocations, and employment status, and subcontractors must be fully reported with their roles and pricing. Background checks via NCIC fingerprinting may be required for personnel, and contractors must affirm compliance with Michigan labor laws, tax obligations, and prohibitions on engaging with Iran-linked entities or using convict labor. The State retains full ownership of all work products, and only authorized officials—Contract Administrator Adam Ashley and Program Manager Greg Parker—may approve contract modifications. Invoices must be submitted electronically to two treasury emails and payments processed via EFT, with no use of WAWF or IPP systems. Vendor certifications must be truthfully completed, including disclosures about labor violations, past contract defaults, and Michigan-specific socioeconomic designations such as GDBE or Disabled Veteran-Owned Business status, with fraudulent or false statements leading to disqualification or contract termination.

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Independent Financial Advisors Vendor PoolThe U.S. Maritime Administration’s Office of Marine Financing is establishing a pre-qualified pool of Independent Financial Advisors to support the Federal Ship Financing Program under Title XI of 46 U.S.C. Chapter 537. These advisors will provide objective, third-party financial and economic analyses to assess the viability and soundness of projects seeking government-guaranteed loans, ensuring that federal investments in maritime infrastructure are economically justified and responsibly managed. The vendor pool will serve as a critical resource for evaluating proposals and mitigating financial risk within the Title XI program. Interested firms must respond to solicitation number 693JF726Q000009 by the deadline of February 28, 2027, and must align with the NAICS code 523940, which pertains to financial advisory services. The opportunity is open to qualified entities without set-aside restrictions, and performance will be centered in Washington, D.C. Primary contact for inquiries is Paul Jasper at the Department of Transportation, with secondary support available from David Gilmore. All submissions must follow the specific instructions outlined in the official notice, and further details can be accessed via the SAM.gov link provided.

Maritime Administration

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RFQ/Actuarial & Financial Reporting ServicesThe City of Chattanooga, Tennessee, acting through its General Pension Board of Trustees, is seeking qualified firms to provide actuarial and financial reporting services for the City of Chattanooga General Pension Plan and the Other Post-Employment Benefits Trust. The selected firm will serve as the retained actuary, responsible for conducting annual valuations, preparing financial reports required for the City’s financial statements, and delivering ongoing consulting services related to pension and OPEB obligations. This engagement is critical to maintaining the financial integrity and compliance of these defined benefit plans. Firms interested in this opportunity must submit sealed Statements of Qualifications by the deadline of August 14, 2026, in response to solicitation number 200973, which was posted on July 12, 2026. The procurement is managed by the City of Chattanooga Business Unit, and all inquiries should be directed to Debbie J Talley at dtalley@chattanooga.gov. The services will be performed within the State of Tennessee, and while no specific set-aside or NAICS code is listed, the contract seeks experienced professionals with demonstrated expertise in public sector pension and OPEB actuarial services.

City of Chattanooga Business Unit

POSTED

14 days ago

DEADLINE

in 20 days

AI Contract Overview

The Town of Innisfail is inviting qualified investment advisors and financial institutions to submit proposals for managing its investment portfolio, aiming to align all activities with the Town’s Investment Policy, relevant legislation, and sound financial practices. The primary goals are to preserve principal, ensure adequate liquidity, maintain a diversified portfolio, and achieve a reasonable rate of return while upholding the highest standards of prudence and accountability. Proposals must demonstrate experience in public sector investment management, a clear understanding of municipal financial constraints, and the ability to deliver regular reporting and strategic guidance consistent with the Town’s objectives. Solicitation number AB-2026-04310 was posted on June 8, 2026, with responses due by 5:00 PM MT on July 3, 2026. The opportunity falls under NAICS code 523940 for other financial investment activities and is open to eligible firms seeking to serve a municipal client in Alberta. All proposals must be submitted through the Canada Buys portal, and inquiries should be directed to Sherri Smith, Contracting Authority, at sherri.smith@innisfail.ca. The Town expects vendors to provide comprehensive portfolio oversight and to operate within the legal and ethical frameworks governing public funds in Canada, with a focus on long-term stability and responsible stewardship of taxpayer resources.

General Info

Town of Innisfail seeks investment advisor to manage portfolio safely, ensure liquidity, diversification, and returns.

Agency

Government of Canada → Town of Innisfail

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Alberta, CAN

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PhaseClosed

PostedJun 8

Solicitation

Response DeadlineJul 3

Deadline has passed

Submission Closed

07/03/2026, 05:00:00 PM UTC

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Organization & Contact Information

AgencyGovernment of Canada → Town of Innisfail

Contacts1 person available

OfficeN/A

Organization / Agency

Government of Canada → Town of Innisfail

Office AddressN/A

Contacts

Sherri SmithContracting Authority

contact@example.gov

Full Description

The Town of Innisfail is seeking proposals from qualified investment advisors or financial institutions to provide investment portfolio management services for the Town's available funds. The objective is to ensure investments are managed in accordance with the Town's Investment Policy, applicable legislation, and prudent investment practices while maintaining safety of principal, liquidity, diversification, and an appropriate rate of return.