Request for Responses to Provide Investment Advisory Services

Agency: Commonwealth of Massachusetts
State: Massachusetts
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Jul 8, 2026
Due Date: Aug 7, 2026
Solicitation No: BD-26-1211-MSBA-MASS-131180
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Description

Header Information
Bid Number:
BD-26-1211-MSBA-MASS-131180
Description:
Request for Responses to Provide Investment Advisory Services
Bid Opening Date:
08/07/2026 02:00:00 PM
Purchaser:
Siobhan Tolman
Organization:
Massachusetts School Building Authority
Department:
MSBA - MSBA
Location:
MASS - Mass1234
Fiscal Year:
26
Type Code: Allow Electronic Quote:
Yes

Alternate Id:

Required Date:
Available Date
:
07/08/2026 11:15:32 AM
Info Contact:
Siobhan Tolman at siobhan.tolman@massschoolbuildings.org
Bid Type:
OPEN
Informal Bid Flag:

No
Purchase Method:
Open Market
Pre Bid Conference:
Bulletin Desc:
Ship-to Address:
Siobhan Tolman
10 Post Office Square, Suite S400
Boston, MA 02109
US
Email: siobhan.tolman@massschoolbuildings.org
Phone: (617) 720-4466
Bill-to Address:
Siobhan Tolman
10 Post Office Square, Suite S400
Boston, MA 02109
US
Email: siobhan.tolman@massschoolbuildings.org
Phone: (617) 720-4466
Print Format:
Bid Print

File Attachments:
Attachment A
Attachment B
Attachment C
Attachment D
Attachment E
Attachment F
Attachment G
Attachment H
Request for Responses

Form Attachments:
Required Quote Attachments
Desired Attachment Name Description
Item Information

Item # 1:

(

84-12

-
17

)



The Massachusetts School Building Authority (MSBA) requests responses from qualified firms to provide investment advisory services to the MSBA with the goals of maximizing investment returns while protecting the principal and providing long-term investment strategies. Firms proposing to provide Investment Advisory Services must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 and must comply with all applicable provisions of the Securities Exchange Act and all Regulations and Rules adopted by the SEC, the Financial Industry Regulatory Authority (FINRA) and applicable State Licensing Boards.

U N S P S C Code:
84-12-17
Investment advice

Qty Unit Cost UOM Total Discount Amt. Total Cost

1.0




EA - Each








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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.