Investment Valuation Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP Issued: March 16th, 2026
Deadline for receipt of questions: March 31st, 2026 at 5:00 p.m. CST
Issue responses to questions: April 3rd, 2026
Proposals Due: April 14th, 2026
Conduct Finalist Interviews: Week of April 27th – May 1st, 2026
Award Contract: May 2026
First valuation period commences: July 31st, 2026
Last valuation period concludes: January 31st, 2031
Draft valuations due: 15 days following valuation dates
Final valuations due: No later than 30 days following valuation dates
QUESTION DEADLINE
Issuing Agency
Retirement Systems of Alabama
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The selected vendor will provide investment valuation services related to privately placed debt and equity investments for a government authority in Montgomery, Alabama. Services include conducting formal valuation analyses and providing comprehensive reports summarizing the valuation methods used and the final conclusions.
The vendor will be required to hold in-person, on-site meetings with management teams of each portfolio company at least once annually as part of the due diligence process. In addition, the vendor will perform semi-annual analyses—scheduled for February and August—of the fair value of select investments held by the agency. These activities support the agency’s asset allocation guidelines aimed at maximizing investment returns within established prudence standards for the portfolio.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.