Investment Advisory Services for Bristol Community College
- Client
- Bristol Community College
- Solicitation No.
- M-07-27
- Posted
- 10/23/2026
- Category
- Banking Services
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedBristol Community College is seeking investment advisory services from USA-based vendors to deliver offsite investment advice for assigned investments managed on a discretionary basis. The selected firm must fulfill fiduciary responsibilities, provide team background, outline investment processes with a focus on non-profits or public higher education, and insure funds against theft and security breaches. All questions must be submitted in writing via email by 2:00 p.m. on October 29, 2026. Proposals must be delivered electronically in PDF format by 2:00 p.m. on November 12, 2026. Required submission documents include Exhibit A (Company Contact Information), Exhibit B (Non-Collusion Statement), and Exhibit C (Tax Compliance Certification). The contract features an initial term of 15 months starting February 1, 2027, and proposals will be evaluated based on the firm's capability to fulfill criteria and satisfy requirements.
Key solicitation details
AI-extracted from M-07-27 Investment Advisory Services.pdf. Confirm against the original documents before bidding.
Bristol Community College is seeking proposals from qualified experienced Investment Advisory Firms to provide investment advisory services. The selection process evaluates responses based on established criteria to serve the best interests of the College.
- Issued by
- Bristol Community College
- Request for Proposal Issued
- October 22, 2026
- Deadline for questions from bidders
- October 29, 2026 by 2:00 p.m.
- Deadline for Bristol to answer questions
- November 5, 2026
- RFP closing date / Proposals due
- November 12, 2026, 2:00 p.m.
- Proposal Review Process
- November 13th - 20th, 2026
- Interviews
- November 30th - December 4th, 2026
- College awards bid
- December 7, 2026
- Anticipated Start Date
- February 1, 2027
- How to submit
- Submission details
- Submit electronically via email in PDF format to Philicia Pacheco at [email protected], clearly labeled with bid number M-07-27.
- Contract term
- Initial term of fifteen (15) months from February 1, 2027 to June 30, 2028, with options to renew for up to four additional one-year terms.
- Place of performance
- Bristol Community College, 777 Elsbree Street, Fall River, MA 02720
- Funding
- Massachusetts General Laws, Chapter 149, Section 26 to 27D
Scope of work
- Development and delivery of investment advice to the organization
- Assisting the Board and Finance Committee in meeting fiduciary responsibilities
- Asset allocation and portfolio construction services
- Evaluating, measuring, and reporting on investment risk
- Portfolio rebalancing services
- Assisting in the maintenance of investment policy and guidelines
- Evaluating and using alternative investments and hedge funds
- Providing client reports, updates, and account performance reporting
Minimum qualifications
- Qualified experienced Investment Advisory Firm
Documents to include with the bid
- Company Contact Information Exhibit A
- Complete Non-Collusion Statement Exhibit B
- Complete Tax Compliance Certification Exhibit C
- Copy of W9 form or IRS Form W-8BEN-E
- Copy of firm's Form ADV, Part 2
- Marketing materials
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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