Bid guide
How to bid on Investment Advisory Services for the Massachusetts School Building Authority
What the MSBA is buying and why it matters
The Massachusetts School Building Authority (MSBA) is seeking qualified firms to provide investment advisory services. The main goals are to maximize investment returns, protect the principal, and develop long-term investment strategies for the MSBA.
This is an opportunity for investment advisory firms to manage public funds and contribute to the financial health of a state authority.
Key dates and what happens at the deadline
This opportunity was published on July 08, 2026. Responses are due by August 07, 2026, at 2:00 PM ET. All submissions must be received by this deadline.
Late submissions will not be considered, so it is important to plan your response well in advance.
Who this opportunity suits
This solicitation is for professional firms specializing in investment advisory services. Firms must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Additionally, firms must comply with all applicable regulations and rules from the SEC, the Financial Industry Regulatory Authority (FINRA), and relevant State Licensing Boards.
How to respond
To access the full solicitation documents, you can view the original source on COMMBUYS, the Commonwealth of Massachusetts procurement portal. No account is needed to view the bid or download documents.
To submit an electronic quote, you will need to register for a free COMMBUYS vendor account. Alternatively, follow the specific submission instructions provided within the bid documents.
Tips for preparing a competitive response
Ensure your firm's registration with the SEC under the Investment Advisers Act of 1940 is current and clearly documented in your response. Highlight your compliance with all relevant SEC, FINRA, and state licensing requirements.
Focus your proposal on how your strategies will specifically address the MSBA's goals of maximizing returns, protecting principal, and providing long-term investment strategies. Provide concrete examples of past success in similar contexts. Clearly outline your firm's experience and expertise in managing investments for public entities or organizations with similar objectives.
See the live bid — deadline, agency details, and how to respond
Dates and requirements can change via addenda; always verify on the bid page and at the original source before responding.
View this bid on BiddingSimpleThis guide was prepared by BiddingSimple from the solicitation’s public posting. It is not official guidance from Massachusetts School Building Authority; the original posting controls.