Portfolio Biddings - Procurement Opportunities

The State of Oregon, Office of the State Treasurer, on behalf of the Oregon Investment Council (OIC), is seeking proposals for real assets portfolio consulting services. The closing date for proposals is July 11, 2025, at 12:00 PM PST. Proposals must be submitted electronically via email to ***@***. *. * RFP includes detailed requirements for minimum qualifications, submission requirements, proposal format, evaluation criteria, and fee schedules. The RFP also outlines the process for protests, modifications, and withdrawals. The initial contract term is anticipated to be three years, with options for two two-year extensions. Additional information regarding the Oregon Public Employees Retirement Fund (OPERF) is included as an attachment.

This RFI seeks capability statements from qualified industry professionals or vendors interested in providing instructional services for the annual DODEA Pacific Journalism Conference. The period of performance includes a 10-month base period plus four 12-month options to extend the performance up to five years (October 2025 to July 2030). Interested parties must submit a capabilities statement (no more than three pages) including company/individual name, address, point of contact, DUNS or UEI number and CAGE code (if available), summary of relevant qualifications and experience, description of teaching experience, indication of which role(s) they can support (broadcast, yearbook, newspaper), past performance examples or portfolio links, and optional estimated pricing or pricing structure. Responses must be sent electronically to the specified email addresses by 16:00 Japan Standard Time (JST) on May 15, 2025. The subject line of the email must state journalism professional dodea. Telephone calls will not be accepted. Vendors must be registered in the System for Award Management (SAM) database at the time an offer/quotation/proposal is due to comply with the annual representations and certifications requirements.

The Chesapeake Bay Foundation is seeking a customized investment advisor. Proposals must be delivered electronically to ***@***. *. * no later than 5 PM, May 13, 2025. Finalist firms will be selected by May 30, 2025, with presentations anticipated for summer in Baltimore, MD. Proposals must include specific information about the firm's qualifications, clients, employees, investment advisor capabilities, investment strategies, performance, and fees. Minority-owned businesses are encouraged to apply. The proposal must include a sample client report. The proposal must include information about the firm's legal name, address, founding year, investment advisory services start year, outsourced CIO services, organizational structure, ownership structure, revenue attributable to investment advisory and CIO business, SEC registration status, any SEC or EEOC censure, arbitration settlements, or litigation, certificates of insurance, potential conflicts of interest, ownership interest in recommended investment managers, total assets under management (AUM) and assets under advisement (AUA), client retention, minimum account size, business history, comparable clients, employee breakdown, senior management team, team for CFB, interaction with CFB's investment committee, staff turnover, compensation arrangement, employee investments, investment advisory model, level of discretion, cofiduciary status, contracts with investment managers, investment vehicles, custody arrangements, administrative support, K1s, legacy assets, investment oversight, onboarding process, quarterly meetings, disclosures about potential unrelated business taxable income, ESG policy, investment philosophy, decision-making process, policy development, modeling capabilities, liquidity management, risk management, rebalancing policy, passive vs. active management, alternative assets, manager selection, capacity allocation, tactical adjustments, investment manager research process, criteria for selection and termination, databases, analysts, fee negotiation, compliance review, internal management, international managers, performance monitoring, benchmarks, performance reports, risk monitoring, additional reports, performance results, risk metrics, fees, termination fees, lockup provisions, fee reporting, and how fees are charged on illiquid legacy assets.