Request for Responses to Provide Investment Advisory Services

Location:	Massachusetts
Posted:	Jul 8, 2026
Due:	Aug 7, 2026
Agency:	Commonwealth of Massachusetts
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	BD-26-1211-MSBA-MASS-131180
Publication URL:	To access bid details, please log in.

Header Information

Bid Number:

BD-26-1211-MSBA-MASS-131180

Description:

Request for Responses to Provide Investment Advisory Services

Bid Opening Date:

08/07/2026 02:00:00 PM

Purchaser:

Siobhan Tolman

Organization:

Massachusetts School Building Authority

Department:

MSBA - MSBA

Location:

MASS - Mass1234

Fiscal Year:

Type Code:

Allow Electronic Quote:

Yes

Alternate Id:

Required Date:

Available Date
:

07/08/2026 11:15:32 AM

Info Contact:

Siobhan Tolman at siobhan.tolman@massschoolbuildings.org

Bid Type:

OPEN

Informal Bid Flag:

Purchase Method:

Open Market

Pre Bid Conference:
Bulletin Desc:

Ship-to Address:

Siobhan Tolman
10 Post Office Square, Suite S400
Boston, MA 02109
US
Email: siobhan.tolman@massschoolbuildings.org
Phone: (617) 720-4466

Bill-to Address:

Siobhan Tolman
10 Post Office Square, Suite S400
Boston, MA 02109
US
Email: siobhan.tolman@massschoolbuildings.org
Phone: (617) 720-4466

Print Format:

Bid Print

File Attachments:

Attachment A
Attachment B
Attachment C
Attachment D
Attachment E
Attachment F
Attachment G
Attachment H
Request for Responses

Form Attachments:

Required Quote Attachments

Desired Attachment Name	Description

Item Information

Item # 1:

(

84-12

-
17

)

The Massachusetts School Building Authority (MSBA) requests responses from qualified firms to provide investment advisory services to the MSBA with the goals of maximizing investment returns while protecting the principal and providing long-term investment strategies. Firms proposing to provide Investment Advisory Services must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 and must comply with all applicable provisions of the Securities Exchange Act and all Regulations and Rules adopted by the SEC, the Financial Industry Regulatory Authority (FINRA) and applicable State Licensing Boards.

U N S P S C Code:

84-12-17
Investment advice

Qty

Unit Cost

UOM

Total Discount Amt.

Total Cost

1.0

EA - Each

Manufacturer:		Brand:		Model:
Make:		Packaging:

Request for Responses to Provide Investment Advisory Services

See also