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A government agency in Oregon issued “Conservatorship Investment Services” (RFP). Solicitation BANK-0314 closed on April 22, 2026. Eligibility: Only for USA Organization. Submissions via Email.
The vendor is required to provide investment services to agency for conservatorship program veterans.
- Review all existing investment portfolios;
- Manage Conservatorship investment needs;
- Review clients under agency Conservatorship for future need; and
- Provide consultation, advice, and training to agency Staff.
- Provide consultation and advice to agency staff members regarding investments as needed.
- provide remote training for agency Staff as requested.
- Provide timely and accurate response to agency staff questions.
- Any communication between contractor and agency containing sensitive or personal information must be sent via encrypted email or encrypted facsimile.
- Determine each client’s risk level threshold.
- Forecast market trends relevant to individual clients.
- Implement approved investment actions within each client’s set budget.
- Report all findings to agency via email, facsimile, or phone. Sensitive information must be sent via encrypted email or encrypted facsimile.
- Review each client’s existing portfolio to ensure utilization of resources are person-centered for their current and future needs.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0314) closed on April 22, 2026. See similar open RFPs below.
A government agency in Oregon. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Email. Follow the instructions in the solicitation documents.
Contract term: 2 years.
Yes: Non-mandatory on April 8, 2026.
Questions and inquiries must be submitted by April 8, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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