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 code under which state and local governments procure investment management, brokerage, and fiduciary services for employee benefit trust funds and related benefit administration. Recent solicitations show jurisdictions acquiring investment consulting for OPEB (other post-employment benefits) trust funds, employee benefit broker and consulting services, health and welfare benefit plan administration, commercial paper liquidity facilities, and arbitrage compliance and tax consulting for bond proceeds—all services that manage or optimize the financial instruments and programs backing employee benefit obligations. The code spans a broad family of financial advisory, fiduciary, and transactional services tied to the stewardship and administration of benefit assets and programs.

State and local issuing bodies active under this code include county governments (Henry County, Georgia; Okaloosa County, Florida; Williamson County, Texas), cities (Sarasota, Florida; Dallas, Texas; St. Petersburg, Florida; Milton, Florida), school districts (Schertz-Cibolo-Universal City ISD, Texas), public universities (George Mason University, Virginia; Texas A&M University), state agencies (Washington State Department of Revenue, Illinois State Board of Education), and special-purpose public entities (University System of Georgia Board of Regents). Representative recent opportunities include Henry County, Georgia RFP 27-01 for Employee Benefit Consulting/Broker Services (due August 11, 2026), the City of Sarasota RFP #26-36HR for Investment Consulting Services for OPEB Trust Fund with approximately $60 million in assets (due August 19, 2026), Williamson County, Texas RFP 26RFP50 for Benefit Broker Consulting Services (due July 9, 2026), and Okaloosa County, Florida ITQ for Arbitrage Consulting Services (due July 15, 2026). Geographic concentration leans toward the Southeast (Georgia, Florida) and Texas, with secondary activity in the Mid-Atlantic (Virginia) and Pacific Northwest (Washington); recent procurements span multiple states with no single jurisdiction dominating the activity.