Contracting of a legal entity for the PROVISION OF FINANCIAL MARKET ADVISORY AND CONSULTING SERVICES, specifically for consulting and controlling necessary for the investment portfolio, including the elaboration and monitoring of the Annual Investment Policy (PAI), asset-liability management (ALM) convergence studies, risk analysis, controlling, and issuance of technical opinions for the accreditation of institutions and funds, in strict observance of CMN Resolution No. 5,272/2025 (which improved the guidelines of CMN Resolution No. 4,963/2021) and its amendments; as well as MTP Ordinance No. 1,467/2022 (and its subsequent updates, such as MPS Ordinance No. 2,582/2025), which consolidated the general rules for the organization and functioning of the Own Social Security Regimes, aiming to provide managers with tools for management, control, and subsidies for decision-making in matters related to the financial market of Issem-Previdência (FMPS) of the Institute of Security of Municipal Employees – Issem, an autarchy of the Municipality of Jaraguá do Sul.
About This Opportunity
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 86,400.
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. This contract has already been awarded. The information is published for transparency and market intelligence purposes.
Description
Auto-translated from PortugueseContracting of a legal entity for the PROVISION OF FINANCIAL MARKET ADVISORY AND CONSULTING SERVICES, specifically for consulting and controlling necessary for the investment portfolio, including the elaboration and monitoring of the Annual Investment Policy (PAI), asset-liability management (ALM) convergence studies, risk analysis, controlling, and issuance of technical opinions for the accreditation of institutions and funds, in strict observance of CMN Resolution No. 5,272/2025 (which improved the guidelines of CMN Resolution No. 4,963/2021) and its amendments; as well as MTP Ordinance No. 1,467/2022 (and its subsequent updates, such as MPS Ordinance No. 2,582/2025), which consolidated the general rules for the organization and functioning of the Own Social Security Regimes, aiming to provide managers with tools for management, control, and subsidies for decision-making in matters related to the financial market of Issem-Previdência (FMPS) of the Institute of Security of Municipal Employees – Issem, an autarchy of the Municipality of Jaraguá do Sul.
Contracting body: INSTITUTE OF SECURITY OF MUNICIPAL EMPLOYEES
Location: Jaraguá do Sul, Santa Catarina
Unit: INSTITUTE OF SECURITY OF MUNICIPAL EMPLOYEES
Modality: Inexigibility
Process: 4/2026
Purchase number: IL 4
Legal basis: Law 14.133/2021, Art. 74, III, c — Exemption from bidding: c) technical advisory or consulting services and financial or tax audits.
Estimated total value: R$ 86,400.00
Data provenance
This notice is sourced from Brazil PNCP and was originally published on June 16, 2026. Last refreshed 53 days ago. Original language: Portuguese. BidsFactory mirrors official procurement notices and links back to the source for full legal text.
About INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS
INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS has issued 27 procurement notices on BidsFactory, including 0 currently open and 5 awarded contracts. Activity concentrates in General Supplies & Services, Finance & Banking, and Social Protection & Welfare. All notices are published for Brazil. Notices are distributed via Brazil PNCP and PNCP Santa Catarina. Most recent publication: July 20, 2026.
Frequently asked questions about this tender
How much was the contract awarded for?
SMI PRIME - CONSULTORIA DE INVESTIMENTOS LTDA was awarded the contract for R$86,400. The figure reflects the value disclosed by the contracting authority in the award notice.
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.
Is this tender still open?
No — the contract has already been awarded to SMI PRIME - CONSULTORIA DE INVESTIMENTOS LTDA. The award notice is archived on BidsFactory for transparency and market intelligence.
Who is the contracting authority?
This notice was issued by INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS 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.
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