Client support: Board and Finance Committee guidance, performance reporting, online account access, and asset transition and custody arrangements.
Mission-aligned investing: Support for sustainable and socially responsible investment strategies.
Service period: February 1, 2027–June 30, 2028, with up to four additional one-year renewals.
Pricing: Provide a complete fee schedule, including balance-based changes and any additional advisory, fund management, custody, trading, or transition costs. State any portfolio-value assumptions used.
The basics
Due
November 12, 2026 20 days left
Where
Massachusetts
Posted on
COMMBUYS
Solicitation
BD-27-1381-BCC01-BCCFR-134721
What the solicitation documents require
We read the solicitation documents for this bid (1 document, 16 pages). Each item shows the file and page it came from. Check the original documents and any addenda before you bid.
Due date and time
Investment Advisory Services Bristol Community College October 2026 Request for Proposal M-07-27 Investment Advisory Services Proposals Due November 12, 2026 Bristol Community College 777 Elsbree Street Fall River, MA 02720 Phone: (508) 678-2811 Fax: (508) 730-3279 Issued October 22, 2026 (M-07-27 Investment Advisory Services.pdf, p. 1)
Unforeseen Office Closure If, at the time of the scheduled proposal deadline, the College is closed due to uncontrolled events such as fire, snow, ice, wind, building evacuation or pandemic, the proposal deadline will be postponed until 2:00 p.m (M-07-27 Investment Advisory Services.pdf, p. 5)
All proposals must be submitted electronically and must be in PDF format and clearly labeled with the bid number and name, prior to or by the specified date and time (M-07-27 Investment Advisory Services.pdf, p. 11)
Proposal must be delivered electronically via email in PDF format to: Philicia Pacheco Director of Purchasing and Business Services Bristol Community College Philicia.Pacheco@Bristolcc.edu 4 (M-07-27 Investment Advisory Services.pdf, p. 12)
Anticipated Contract Term The initial term of the agreement shall be fifteen (15) months, commencing February 1, 2027, and ending June 30, 2028, with the option to renew for up to four (4) additional oneyear terms (M-07-27 Investment Advisory Services.pdf, p. 4)
XL Eagle