Oregon Buys #S-DASOBO-00017122

Oregon Solicitation for Conservatorship Investment Advisory Services

This opportunity seeks a professional investment advisor to provide conservatorship investment services for the Oregon Department of Veterans' Affairs. - Government Buyer: - Department of Veterans' Affairs, managed by DAS Procurement Services (Oregon) - Oversight by DAS On-Behalf Of - Scope of Work: - Professional investment advisory services for conservatorship accounts - Classified under NIGP code 94648 (Financial Advisor) - Requires submission of a Price Proposal Form - Personal services contract - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Products/Services Requested: - Conservatorship investment services (1 unit) - Notable Requirements: - Competitive sealed proposal process - Detailed requirements and specifications provided in attached documents

Description

This solicitation is a Request for Proposal (RFP) for Conservatorship Investment Services provided by a Professional Investment Advisor. The project involves providing investment services related to conservatorship and is managed by DAS Procurement Services. The procurement method is a competitive sealed proposal under the classification code 94648 (NIGP - Financial Advisor). The project location is the Department of Veterans' Affairs in Salem, Oregon, and the deadline for bid responses is June 24, 2026.

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