When is the submission deadline?

Submissions are due October 14, 2026. Questions must be submitted by October 2, 2026.

It was issued by The School Board Of Brevard County, Florida. The work is located in Viera, Florida, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with public-sector portfolio management experience. Demonstrated expertise in governmental investment policies, state statutes, and bond covenants. Strong capabilities in portfolio reporting, performance analysis, and compliance documentation. Experience managing separate investment portfolios and providing ongoing advisory support.

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Investment Advisory Services

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Overview

Financial, Legal, HR & Staffing

Viera, Florida, United StatesPosted: September 17, 2026Deadline: October 14, 2026

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SUMMARY

A government authority in Viera, Florida seeks an investment advisory firm to manage a portfolio and provide comprehensive reporting aligned with district policies, state statutes, and bond covenants. Questions are due October 2, 2026, with proposals due October 14, 2026.

KEY REQUIREMENTS

Must have at least three years of experience with large school districts or governmental agencies
Must be registered with the Securities and Exchange Commission (SEC)
Must be registered with the Financial Industry Regulatory Authority (FINRA)
Must provide reference letters from owner's representatives for comparable projects
Must comply with the Jessica Lunsford Act for background screening
Must maintain specified insurance coverage including professional liability
Must use the U.S. Agency of Homeland Security's E-Verify system
Must be authorized to do business in the State of Florida

CONTRACT DURATION

60 months

TIMELINE

Question submission deadline: October 2nd, 2026

Proposal submission deadline: October 14th, 2026

Evaluation committee short list meeting: October 22nd, 2026

Oral presentations/interview committee deliberation: October 29th, 2026

QUESTION DEADLINE

October 2, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

The School Board Of Brevard County, Florida

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DESCRIPTION

A government authority in Viera, Florida is seeking investment advisory services. The selected vendor will provide comprehensive investment guidance and manage a separate investment portfolio on a daily basis in accordance with stated investment objectives, the district investment policy, applicable state statutes, and bond covenants.

The advisor will provide quarterly investment reports covering market conditions, investment strategies, portfolio performance, recommended changes to the investment strategy, and any reporting requirements specified in the school board’s investment policy. Monthly and annual statements and reports must also document investment activity, earnings, and portfolio value. Questions must be submitted by October 2, 2026, and proposals are due October 14, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 14, 2026. Questions must be submitted by October 2, 2026.
Who issued this RFP?: It was issued by The School Board Of Brevard County, Florida. The work is located in Viera, Florida, United States.
Who is a good fit for this opportunity?: Registered investment advisory firm with public-sector portfolio management experience
Demonstrated expertise in governmental investment policies, state statutes, and bond covenants
Strong capabilities in portfolio reporting, performance analysis, and compliance documentation
Experience managing separate investment portfolios and providing ongoing advisory support

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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