Closed

Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool

Description: The City of Raleigh is seeking to pre-qualify up to five broker/dealer firms for a five-year approved broker/dealer investment pool. The pool would support the City’s approximately $1.8 billion investment portfolio, which consists mainly of U.S. Treasury and agency securities, money-market instruments, and bank accounts. Firms must submit information on their corporate structure, regulatory standing, financial condition, transaction history, fees, and public-sector references; selection does not guarantee any minimum transaction volume.

Buyer: City of Raleigh
City · NC, US
Released: -
Closes: Oct 14, 2026(Closed)

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County of Orange
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Sep 16, 2026
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Oct 21, 2026
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City of Long Branch
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Nov 5, 2026
Insurance Broker Services (Request For Qualification)
Insurance broker services. The City currently procures its Medical / Prescriptions benefits in the State Health Benefit Plan. Dental and Vison are placed in the standard markets for approximately 300 active employees and no retirees.
Town of Hilton Head Island
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Investment Broker Services (Request for Qualifications)
Seeking qualified financial institutions, broker/dealers, and other eligible investment providers to submit Statements of Qualifications to establish a pool of qualified institutions authorized to provide offers for investment transactions involving Town funds.
Bergen County Technical School District
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Posted
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Insurance Consulting and Brokerage Services / Broker of Record (Request for Qualification)
An insurance consultant shall be required to perform the following services for the Board: Assistance with the development of long-range insurance strategies; Review of insurance policies and contracts to ensure adequate coverage; Recommendations and assistance in the procurement of insurance coverage, including preparation of any required RFP's; Analysis of proposals in connection with insurance procurement, including, but not limited to, establishing selection criteria, recommending marketplaces, evaluation of proposals and involvement in the selection process; Acting as liaison between the Board and insurance carriers, brokers, providers, or claimants; Continuous review and analysis of insurance coverage and policies to keep up with industry changes, continuing operations and growth; Notification of Board staff as to local, state, and federal regulations and recommendations for compliance as required; Participation in ongoing meetings with Board staff to review government regulations, insurance requirements, etc.; Serve as Broker of Record on all Insurance coverage.

Key Contacts on this RFP

Decision makers connected to this RFP from City of Raleigh.

Cori HerbstAccounts Payable Supervisor

*******@************

+1 (***) ***-****

Christina BaumanADA Coordinator

*******@************

+1 (***) ***-****

Stephen BalmerAdministration Manager

*******@************

+1 (***) ***-****

Bryce A. DunnAssistant City Clerk

*******@************

+1 (***) ***-****

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Active alternatives to this closed RFP

These related opportunities are still open for bidding.

County of Orange

CountyCA

Posted

Sep 16, 2026

Closes

Oct 21, 2026

Broker-Dealer Application (BDA) 2026 RFP

Seeking periodically evaluates and establishes a slate of broker-dealers authorized to provide investment-related services to the county.

City of Long Branch

CityNJ

Posted

Oct 12, 2026

Closes

Nov 5, 2026

Insurance Broker Services (Request For Qualification)

Insurance broker services. The City currently procures its Medical / Prescriptions benefits in the State Health Benefit Plan. Dental and Vison are placed in the standard markets for approximately 300 active employees and no retirees.

Town of Hilton Head Island

CitySC

Posted

Oct 14, 2026

Closes

Dec 2, 2026

Investment Broker Services (Request for Qualifications)

Seeking qualified financial institutions, broker/dealers, and other eligible investment providers to submit Statements of Qualifications to establish a pool of qualified institutions authorized to provide offers for investment transactions involving Town funds.

Bergen County Technical School District

School DistrictNJ

Posted

Oct 7, 2026

Closes

Oct 21, 2026

Insurance Consulting and Brokerage Services / Broker of Record (Request for Qualification)

An insurance consultant shall be required to perform the following services for the Board: Assistance with the development of long-range insurance strategies; Review of insurance policies and contracts to ensure adequate coverage; Recommendations and assistance in the procurement of insurance coverage, including preparation of any required RFP's; Analysis of proposals in connection with insurance procurement, including, but not limited to, establishing selection criteria, recommending marketplaces, evaluation of proposals and involvement in the selection process; Acting as liaison between the Board and insurance carriers, brokers, providers, or claimants; Continuous review and analysis of insurance coverage and policies to keep up with industry changes, continuing operations and growth; Notification of Board staff as to local, state, and federal regulations and recommendations for compliance as required; Participation in ongoing meetings with Board staff to review government regulations, insurance requirements, etc.; Serve as Broker of Record on all Insurance coverage.