UNSPSC 84121706: Financial asset management service

Consulting services related to the management of financial assets.

UNSPSC 84121706 Financial asset management service is a Commodity code under which state and local governments procure consulting services for accounting, finance, investment advisory, asset management planning, and capital budgeting support on an as-needed basis. Recent solicitations show governments engaging consultants for housing authority financial operations, public employee retirement and OPEB portfolio management, municipal investment advisory services, water utility asset management planning, school district miscellaneous financial and administrative consulting, and facility asset inventory and capital planning. The scope spans month-end and year-end close support, audited financial statement preparation, budget analysis, investment policy development and manager oversight, cost allocation planning under 2 CFR 200, asset lifecycle management platform selection and implementation, fleet and facility asset inventory and reconciliation, and general financial advisory services on either fixed-fee, hourly, or performance-based structures. Issuing bodies include housing authorities, municipal governments, school districts, transit agencies, county utilities departments, and special-purpose water districts, with San Antonio Independent School District appearing repeatedly across multiple open-ended miscellaneous consultant RFPs posted since February 2026. The Housing Authority of the City of Alameda and the North Texas Municipal Water District also actively solicited financial consulting capacity in recent months.

Geographic activity spans multiple states and regions, with recent opportunities posted in Texas (San Antonio ISD, North Texas Municipal Water District), California (Housing Authority of the City of Alameda), Ohio (City of Westerville), Minnesota (Metropolitan Council), Colorado (Town of Parker via RFI for enterprise asset management technology), Georgia (City of Shady Dale, City of College Park, City of Atlanta), Arizona (City of Scottsdale), Florida (Broward County, Indian River County, Hillsborough County), Utah (Utah Transit Authority, Salt Lake City School District), and Mississippi (State Department of Health). Representative recent opportunities include the Housing Authority of the City of Alameda RFP 2026RFPAS005 for as-needed consulting services across nine specialized areas including asset management and tax credit financial services with proposals due August 11, 2026; the North Texas Municipal Water District RFP 26130P for investment consultant services managing approximately $180 million in retirement and OPEB assets with proposals due May 21, 2026; the Metropolitan Council Contract 26P078 for annual 2 CFR 200 Central Services Cost Allocation Plans for fiscal years 2026–2030 with proposals due June 30, 2026; and the Town of Parker RFI 26-012 for enterprise asset management technology evaluation due June 19, 2026.