Office Of The State Treasurer - Commbuys - Agency Bids & RFPs

The Commonwealth of Massachusetts is seeking qualified financial advisors for note and bond sales and other debt management projects. The Request for Statement of Qualifications (RFQ) process will prequalify firms for three years, with an optional one-year extension. Minimum qualifications include three years of financial advisory public finance experience, experience with statewide financing programs, and registration as a municipal advisor with MSRB and SEC. The tentative schedule includes question submission (August 26, 2025), response deadline (August 29, 2025), RFQ response deadline (September 29, 2025), and potential oral interview (November 3-4, 2025). Responses must be submitted electronically as a PDF file to ***@***. *. * attachments include a cost proposal, standard contract form, Massachusetts Substitute W-9 form, contractor authorized signatory listing, certificate of noncollusion, electronic funds transfer form, treasury supplier diversity program, Invest in Massachusetts plan, tax compliance certification, fidelity bond or certificate of liability insurance, disclosure, licensing, registration, disciplinary action and litigation, and legal disclosure certification. The Commonwealth's online procurement website, commbuys, is the primary site for any amendments or modifications to the RFQ. All responses are subject to the Massachusetts public records law.

The Massachusetts Clean Water Trust is seeking responses from pre-qualified firms to serve as the bookrunning senior manager for the issuance of Series 27 green and sustainability bonds. The tentative schedule includes an RFR issuance date of July 22, 2025, question submission deadline of July 25, 2025, question response deadline of July 29, 2025, and RFR response deadline of August 12, 2025. Firms must be pre-qualified to serve as underwriter for a negotiated offering for the commonwealth and comply with minimum qualifications detailed in appendix B. Responses must be submitted electronically as a PDF file to ***@***. *. * scope of services is outlined in appendix A. All responses and information submitted are subject to the Massachusetts public records law. The trust reserves the right to issue all, some, or none of the indicated par amounts on a negotiated basis. The trust also reserves the right to select one or more syndicates from the RFR, depending on the actual series of bonds it issues.

The Office of Economic Empowerment (OEE) is seeking a vendor to provide one-on-one financial counseling/coaching and presentations on financial education and wellness topics. Bidders must submit a response to specific questions regarding their organization, qualifications, and cost proposals (in a separate PDF). The proposal submission deadline is 4:00 PM ET on Tuesday, July 8, 2025. Bidders will be evaluated based on their ability to provide the requested services and best value. The winning bidder will be required to sign the Commonwealth standard contract form and agree to the Commonwealth terms and conditions. The resulting contracts will, at OEE's option to renew, remain in effect until 2028. The Treasury reserves the right to modify the specifications, terms, and elements of the RFQ at any time prior to contract finalization.

The Commonwealth of Massachusetts is seeking investment management services for its IRC 457b employees deferred compensation plan. The RFR outlines the scope of procurement, including specific investment mandates (large cap blend, small cap equity, etc. ), evaluation process (phases I and II, presentations, potential site visits), response submission requirements (50-page limit per questionnaire, use of a specific template, separate cost proposal), and contract terms (up to 10 years). Bidders must comply with Massachusetts procurement law, fiduciary standards, security breach law, and public records law. The deadline for responses is Monday, July 28, 2025, 4:00 PM ET. Additional documents required upon award include treasury contractor certifications, contractor authorized signatory listing, proof of fidelity bond or liability insurance, and Massachusetts Department of Revenue certificate of good standing.