Tenders/Hiring of a specialized company for the provision of investment and financial asset management consulting services for the Own Social Security Regime – RPPS of ITAPEVIPREV, including continuous technical advisory related to investment portfolio monitoring, risk analysis, development of technical and strategic studies, support for regulatory obligations,

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Hiring of a specialized company for the provision of investment and financial asset management consulting services for the Own Social Security Regime – RPPS of ITAPEVIPREV, including continuous technical advisory related to investment portfolio monitoring, risk analysis, development of technical and strategic studies, support for regulatory obligations,

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Original title: Contratação de empresa especializada para prestação de serviços de consultoria em investimentos e gestão de ativos financeiros para o Regime Próprio de Previdência Social – RPPS do ITAPEVIPREV, contemplando assessoramento técnico contínuo relacionado ao acompanhamento da carteira de investimentos, análise de riscos, elaboração de estudos técnicos e estratégicos, suporte às obrigações regulatórias, apoio no credenciamento de instituições financeiras, suporte técnico aos gestores e conselhos do RP

FUNDO DE PREVIDENCIA DO MUNICIPIO DE ITAPEVI

Published: May 11, 2026

Updated: Jun 22, 2026

Source: brazil_pncp

About This Opportunity

FUNDO DE Previdencia DO Municipio DE Itapevi Brazil: Contratação de empresa especializada. Consulting services, finance & banking. Sub-category: investment.

This is a consulting contract in the finance and banking sector, with a focus on Investment. Located in Brazil, Latin America, this opportunity is open to firms and consortiums, with an estimated budget of BRL 39,000.

Published through Brazil PNCP, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for consulting in the finance and banking sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. Interested parties should review the full documentation on the original source before submitting their proposal.

Description

Auto-translated from Portuguese

Hiring of a specialized company for the provision of investment and financial asset management consulting services for the Own Social Security Regime – RPPS of ITAPEVIPREV, including continuous technical advisory related to investment portfolio monitoring, risk analysis, development of technical and strategic studies, support for regulatory obligations, support in the accreditation of financial institutions, technical support to RPPS managers and councils, development of Asset Liability Management - ALM study, and support for governance practices related to Pró-Gestão RPPS level IV, according to the conditions, specifications, and requirements established in the Terms of Reference.

Contracting body: SOCIAL SECURITY FUND OF THE MUNICIPALITY OF ITAPEVI

Location: Itapevi, São Paulo

Unit: SOCIAL SECURITY FUND OF THE MUNICIPALITY OF ITAPEVI

Modality: Inexigibility

Process: 78/2026

Purchase number: 2

Legal basis: Law 14.133/2021, Art. 74, III, c — Exemption from Bidding: c) technical advisory or consultancy and financial or tax audits.

Total estimated value: R$ 38,999.52

Data provenance

This notice is sourced from Brazil PNCP and was originally published on May 11, 2026. Last refreshed 2 days ago. Original language: Portuguese. BidsFactory mirrors official procurement notices and links back to the source for full legal text.

About FUNDO DE PREVIDENCIA DO MUNICIPIO DE ITAPEVI

FUNDO DE PREVIDENCIA DO MUNICIPIO DE ITAPEVI has issued 3 procurement notices on BidsFactory, including 2 currently open and 1 awarded contracts. Activity concentrates in Finance & Banking and Industry & Manufacturing. All notices are published for Brazil. Notices are distributed via PNCP São Paulo and Brazil PNCP. Most recent publication: May 11, 2026.

Frequently asked questions about this tender

Where will the contract be performed?

The contract is for delivery in Brazil. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.

How can I submit a bid?

Visit Brazil PNCP to access the full notice, required documents, and submission instructions provided by the contracting authority.

Who is the contracting authority?

This notice was issued by FUNDO DE PREVIDENCIA DO MUNICIPIO DE ITAPEVI in Brazil. The authority is responsible for evaluating bids, awarding the contract, and managing performance.

What type of contract is this?

This is a Consulting contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.

What is the estimated budget?

The estimated contract value is R$39,000 - R$39,000. Bidders should ensure their proposals are consistent with this range and account for any local taxes and contract execution costs.