UNSPSC 64111507: Unit trust unit

Securities representing a portion of assets pooled by investors run by a management company whose share capital remains separate from such assets

UNSPSC 64111507 Unit trust unit is a Commodity-level code that captures state and local government procurement of investment and financial advisory services for employee benefit trust funds, insurance brokerage and consulting, and related financial management services. Recent solicitations show state and local governments using this code to retain brokers and consultants for employee benefits program administration, medical plan brokerage, investment management for OPEB (Other Post-Employment Benefits) trust funds, real estate brokerage for municipal property transactions, and arbitrage compliance consulting for tax-exempt bond programs. The scope spans advisory roles such as benefits strategy and claims analysis, transactional services such as carrier negotiations and plan procurement, compliance and regulatory support, and administrative coordination. Issuing bodies include county governments (White County and Henry County, Georgia; Okaloosa County, Florida; Williamson County, Texas), cities (Sarasota and Milton, Florida; Tucson, Arizona; Dallas, Texas; St. Cloud, Florida), independent school districts (Schertz-Cibolo-Universal City ISD in Texas), and university systems (University System of Georgia). Repeat procurement activity appears among Georgia counties and Texas school districts soliciting employee benefit broker services.

Recent opportunities cluster in the Southeast (Georgia, Florida), Texas, and Arizona. Representative recent solicitations include White County Government's RFQ for Employee Benefits Broker Services (RFQ due December 11, 2026) seeking broker services for approximately 272 benefit-eligible employees; City of Sarasota's RFP for Investment Consulting Services for OPEB Trust Fund (proposals due August 19, 2026) managing approximately $60 million in trust assets; City of Milton, Florida's RFQ for Commercial Real Estate Services (RFQ due November 19, 2025) seeking comprehensive real estate transaction support; City of Tucson's procurement of Licensed Real Estate Brokers for residential home sales (proposals due September 16, 2026) with Section 3 prevailing wage requirements and multiple awards intended; and Henry County, Georgia's RFP for Employee Benefit Consulting/Broker Services (RFP due August 11, 2026) weighted heavily toward qualifications and experience over price. The code also captures financial services such as the City of Dallas's solicitation for Commercial Paper Liquidity Providers supporting three capital programs (proposals due May 22, 2026) and Okaloosa County's ITQ for Arbitrage Consulting Services (quotes due July 15, 2026) ensuring tax-exempt bond compliance.