This Solicitation opportunity from Utah was posted on May 13, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Utah Inland Port Authority - Underwriting Services

Closed

NS24-182State & Local

Submission Closed05/31/2024, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 523930

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SLED

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BCC01 - Bristol Community College

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DEADLINE

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

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DEADLINE

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.

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DEADLINE

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DEADLINE

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POSTED

DEADLINE

Retirement Plan Management and Brokerage ServicesThe City of Linden Purchasing Department is seeking a subcontractor for Retirement Plan Management and Brokerage Services to act as a liaison for prime contractors on city retirement plan projects. The selected provider will be responsible for maintaining investment objectives and retirement goals, representing the carrier during enrollment, and conducting annual plan review meetings with Voya Financial. Key deliverables include formal evaluations of fund performance, participant fees, and the submission of annual plan effectiveness reports. To qualify for this engagement, the contractor must possess at least 10 years of experience servicing government entities and maintain professional liability insurance. This opportunity is categorized under NAICS code 523930, with performance taking place in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

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Real Estate Investment Due Diligence and Transaction SupportThis subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

Verk Industrial Park is seeking proposals from qualified underwriters to provide services for a new Public Infrastructure District in Spanish Fork City, Utah, which is currently in the early stages of development. The contract aims to secure underwriting expertise to support the financing and development of this infrastructure project, with a focus on facilitating the district's growth and investment potential. The solicitation, titled Utah Inland Port Authority - Underwriting Services, was posted on May 13, 2024, with a deadline for responses set for May 31, 2024. The contract size is estimated to range between $500,000 and $2,000,000, indicating a significant scope of work. Interested parties are encouraged to contact Nikki Sanchez via email for further details and can access the solicitation through the provided online link.

General Info

Agency

Utah

NAICS

523930 - Investment Advice

Place of Performance

UT, USA

Set-Aside

NONE

Documents

NS24-182 Verk Industrial Park Underwriting Services Courtesy Posting

presolicitation

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

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Timeline

PhaseClosed

PostedMay 13

Solicitation

Response DeadlineMay 31

Deadline has passed

Submission Closed

05/31/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyUtah

Contacts1 person available

OfficeN/A

Organization / AgencyUtah

Office AddressN/A

Contacts

Nikki Sanchez

contact@example.gov

Full Description

Verk Industrial Park is seeking proposals for underwriter services for a prospective Public Infrastructure District. The property, located in Spanish Fork City is in the beginning of the development