SIB02-25 - Investment Consulting Services

Location:	California
Posted:	Dec 29, 2025
Due:	Feb 4, 2026
Agency:	State Government of California
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	0000037597
Publication URL:	To access bid details, please log in.

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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SIB02-25 - Investment Consulting Services

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