SIB02-25 - Investment Consulting Services

Agency: State Government of California
State: California
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Dec 29, 2025
Due Date: Feb 4, 2026
Solicitation No: 0000037597
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Description

SIB02-25 - Investment Consulting ServicesDetails

Event ID
0000037597

Format/Type:
Sell Event / RFx

Published Date
12/29/2025  2:46PM PST

Dept:
Scholarshare Investment Board

Event Version
1

Event End Date:
02/04/2026  4:00PM PST

Description:

You are invited to review and respond to this Request for Proposals (RFP) No. SIB02-25 for investment consulting services. A qualified investment consultant is needed to assist SIB in its role as fiduciaries to the Trust. The investment consultant would assist SIB with revising (as needed) the statement of investment policy for the Trust and monitoring the investment performance of the ScholarShare program manager(s), currently TIAA-CREF Tuition Financing, Inc. (TFI).

UNSPSC Codes
UNSPSC Classification
UNSPSC Classification Description
84121500 Financial Services - Banking & investment - Banking institutions srvc
84121700 Investment Services - Banking & investment - Investment advice
84121800 Investment Services - Banking & investment - Securities & commodities markets srvcs
80101512 MGMT Business Prof & Admin Services - Business corporate MGMT consult srvcs - Actuarial consulting srvcs
Contact InformationDouglas-James Williams
Phone :

Email: douglas-james.williams@treasurer.ca.gov douglas-james.williams@treasurer.ca.gov
Pre Bid Conference (N/A)
Mandatory :
Non Mandatory
Date :

Time :

Location :

Comments :

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