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Commonwealth of MA · Massachusetts

Request for Responses to Provide Investment Advisory Services

Due Aug 7, 2026·10 days left·General ConstructionView official posting ↗
Issuing agency
Massachusetts School Building Authority
Method
Open Market
Category
Construction
PIN
BD-26-1211-MSBA-MASS-131180
Location
Massachusetts
Posted
Jul 8, 2026
Takeaways by LightRFP AI
  • The Massachusetts School Building Authority is seeking investment advisory services via an Open Market procurement.
  • Responses are due by 2:00 PM on August 7, 2026.
  • The contact for this solicitation is Siobhan Tolman at siobhan.tolman@massschoolbuildings.org or (617) 720-4466.
  • The place of performance is Massachusetts.
  • The UNSPSC code indicates the service is investment advice (84-12-17).
  • Requirement: Respondents must certify that all personnel providing services have all the licenses and registrations necessary to perform the contract.

AI-generated, verify all details against the official documents.

Description

Request for Responses to Provide Investment Advisory Services

This listing has limited details available. Please refer to the official posting for full scope, bonding requirements, submission instructions, and other bid details.

Documents10
Attachment ASDA
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Attachment BSDA
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Attachment CSDA
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Attachment DSDA
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Attachment ESDA
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Attachment FSDA
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Attachment GSDA
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Attachment HSDA
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Request for ResponsesSDA
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Addendum No. 1SDA
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Contact

Name
Siobhan Tolman
Phone
(617) 720-4466
Address
Siobhan Tolman 10 Post Office Square, Suite S400 Boston, MA 02109 US Email: siobhan.tolman@massschoolbuildings.org Phone: (617) 720-4466
Full source recordfrom COMMBUYS (Massachusetts)
Buyer
Siobhan Tolman
Cells
BD-26-1211-MSBA-MASS-131180, BD-26-1211-MSBA-MASS-131180, Massachusetts School Building Authority, Siobhan Tolman, Request for Responses to Provide Investment Advisory Services, 08/07/2026 14:00:00, Sent
Doc Id
BD-26-1211-MSBA-MASS-131180
Detail
Fields
Bid Type
OPEN
Location
MASS - Mass1234
Purchaser
Siobhan Tolman
Amendments
Amendment # Amendment Date Amendment Note 1
Bid Number
BD-26-1211-MSBA-MASS-131180
Department
MSBA - MSBA
Description
Request for Responses to Provide Investment Advisory Services
Fiscal Year
26
Info Contact
Siobhan Tolman at siobhan.tolman@massschoolbuildings.org
Organization
Massachusetts School Building Authority
Print Format
Bid Print
Available Date
07/08/2026 11:15:32 AM
Bill To Address
Siobhan Tolman 10 Post Office Square, Suite S400 Boston, MA 02109 US Email: siobhan.tolman@massschoolbuildings.org Phone: (617) 720-4466
Purchase Method
Open Market
Ship To Address
Siobhan Tolman 10 Post Office Square, Suite S400 Boston, MA 02109 US Email: siobhan.tolman@massschoolbuildings.org Phone: (617) 720-4466
Bid Opening Date
08/07/2026 02:00:00 PM
File Attachments
[Attachment A](javascript:downloadFile('2244660');) [Attachment B](javascript:downloadFile('2244662');) [Attachment C](javascript:downloadFile('2244663');) [Attachment D](javascript:downloadFile('2244664');) [Attachment E](javascript:downloadFile('2244665');) [Attachment F](javascript:downloadFile('2244666');) [Attachment G](javascript:downloadFile('2244667');) [Attachment H](javascript:downloadFile('2244668');) [Request for Responses](javascript:downloadFile('2244669');) [Addendum No. 1](javascript:downloadFile('2248232');)
U N S P S C Code
84-12-17 Investment advice
Informal Bid Flag
No
Allow Electronic Quote
Yes
Bid Type
OPEN
Location
MASS - Mass1234
Department
MSBA - MSBA
Attachments
Name
Attachment A
File Nbr
2244660
Name
Attachment B
File Nbr
2244662
Name
Attachment C
File Nbr
2244663
Name
Attachment D
File Nbr
2244664
Name
Attachment E
File Nbr
2244665
Name
Attachment F
File Nbr
2244666
Name
Attachment G
File Nbr
2244667
Name
Attachment H
File Nbr
2244668
Name
Request for Responses
File Nbr
2244669
Name
Addendum No. 1
File Nbr
2248232
Contact Name
Siobhan Tolman
Contact Email
siobhan.tolman@massschoolbuildings.org
Contact Phone
(617) 720-4466
Document Links
https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244660&mode=download&fn=Attachment%20A, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244662&mode=download&fn=Attachment%20B, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244663&mode=download&fn=Attachment%20C, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244664&mode=download&fn=Attachment%20D, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244665&mode=download&fn=Attachment%20E, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244666&mode=download&fn=Attachment%20F, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244667&mode=download&fn=Attachment%20G, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244668&mode=download&fn=Attachment%20H, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2244669&mode=download&fn=Request%20for%20Responses, https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close&downloadFileNbr=2248232&mode=download&fn=Addendum%20No.%201
Ship To Address
Siobhan Tolman 10 Post Office Square, Suite S400 Boston, MA 02109 US Email: siobhan.tolman@massschoolbuildings.org Phone: (617) 720-4466
Purchase Method
Open Market
Available Date Raw
07/08/2026 11:15:32 AM
Status
Sent
Bid Number
BD-26-1211-MSBA-MASS-131180
Cat Review
At
Jul 23, 2026
Method
openrouter
Taxonomy
construction
Detail Href
https://www.commbuys.com/bso/external/bidDetail.sda?docId=BD-26-1211-MSBA-MASS-131180&external=true&parentUrl=close
Description
Request for Responses to Provide Investment Advisory Services
Organization
Massachusetts School Building Authority
Categorized By
llm
Opening Date Raw
08/07/2026 14:00:00

Source: COMMBUYS (Massachusetts) (bid COMMBUYS-BD-26-1211-MSBA-MASS-131180), retrieved via the Massachusetts COMMBUYS open-bids board. View the official posting — always confirm requirements and deadlines with the issuing agency.

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