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The University of Alabama·Alabama

UAS - Investment Consulting and Monitoring Services

Closes 8/3/2026$200k – $500kRequest for ProposalLogin required
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Description

The University of Alabama System Office is seeking a qualified consultant to provide investment consulting and ongoing monitoring services. The contractor will be responsible for analyzing the university system’s investment portfolio, offering strategic recommendations, and delivering regular performance reports to ensure compliance and optimal returns. The solicitation is invitation‑only, with all communications directed to designated contacts and a formal RFP document attached for detailed requirements. • Provide strategic investment analysis and recommendations for the university system’s assets. • Conduct continuous monitoring of portfolio performance, risk, and compliance. • Deliver periodic written reports and presentations to university stakeholders. • Advise on best practices, market trends, and potential investment opportunities. • Ensure all consulting activities comply with university policies and relevant regulations.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Amy Chambley

[email protected]

(205) 348-0063

Key dates

Opened
7/13/2026
Questions due
7/22/2026
Closes
8/3/2026

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541611
Solicitation №
UA26-131

Budget estimate

$200,000 – $500,000

No monetary value is disclosed in the solicitation. Based on typical university‑system consulting contracts for investment advisory services of this scope, a reasonable estimate would range from $200,000 to $500,000 for the contract term, reflecting the need for senior consultants, data analytics, and regular reporting.

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