From 110K+ entities monitored
Pre-RFP signals for
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>Orange County Employees Retirement System</div><div class='ecard-meta'>County Government · CA</div></div><div class='ecard-header-right'><span class='badge badge-hot'>High Intent</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Expanding co-investment program across private markets asset classes</div><div class='signal-body-text'>Orange County Employees Retirement System is expanding its co-investment program across private markets, committing $163 million in 2025—signaling increased deal flow and portfolio management complexity. This growth requires robust deal management platforms, compliance and conflicts software, and collaboration tools to track investments and manage stakeholder workflows. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Streamline $163 million private market investment deal workflows</div><div class='signal-body-text'>Orange County Employees Retirement System's $163 million co-investment expansion increases fiduciary accountability and audit exposure across dispersed portfolio holdings. Streamlined governance and real-time visibility into investment performance metrics directly reduce compliance risk and accelerate decision-making for fund stewards managing stakeholder capital.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 3 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Brenda Shott</span><span class='contact-title'>Assistant Ceo of Finance and Internal Operations</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Tracy Bowman</span><span class='contact-title'>Director of Finance</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Jenny Sadoski</span><span class='contact-title'>Director of I.t.</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.ocers.org/sites/main/files/file-attachments/06-15-2026_board_agenda_v3.pdf?1781286337=#page=210' target='_blank'>View source · 2026-06-15</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>Milwaukee Area Technical College</div><div class='ecard-meta'>County Government · WI</div></div><div class='ecard-header-right'><span class='badge badge-active'>Active Signal</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>Office of General Counsel designated for conflict of interest policy</div><div class='signal-body-text'>Milwaukee Area Technical College's Office of General Counsel is establishing a formal conflict of interest policy with screening criteria and violation penalties, signaling the need for robust compliance infrastructure. This initiative aligns with demand for compliance and conflicts software, as well as CRM platforms to manage policy enforcement and stakeholder documentation. No RFP has been issued; this is pre-solicitation intelligence.</div></div><div class='signal-item'><div class='signal-title'>Streamline compliance workflows across institutional operations</div><div class='signal-body-text'>Milwaukee Area Technical College must operationalize conflict-of-interest screening across departments to prevent costly violations and reputational damage. Implementing centralized documentation and audit trails reduces administrative burden on the Office of General Counsel while ensuring consistent policy enforcement across the institution.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 2 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Sherry Terrell-Webb</span><span class='contact-title'>General Counsel</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Christopher Morgan</span><span class='contact-title'>Assistant General Counsel</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.matc.edu/who-we-are/leadership-administration/district-board/2025-26-agendas/bd_agenda_06232026.pdf#page=314' target='_blank'>View source · 2026-06-23</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>
<div class='ecard'><div class='ecard-header'><div><div class='ecard-name'>Bethune-Cookman University</div><div class='ecard-meta'>County Government · FL</div></div><div class='ecard-header-right'><span class='badge badge-active'>Active Signal</span></div></div><div class='ecard-signals'><div class='signal-item'><div class='signal-title'>General counsel office drafting conflict-of-interest policies for risk management</div><div class='signal-body-text'>Bethune-Cookman University is planning to have its general counsel office draft and review conflict-of-interest policies as part of strengthening risk management for legal matters. This initiative requires compliance and conflicts software, along with collaboration platforms to coordinate policy development and review workflows. No RFP has been issued yet.</div></div><div class='signal-item'><div class='signal-title'>Streamlined compliance workflows reduce institutional legal exposure risks</div><div class='signal-body-text'>Bethune-Cookman University's legal team faces mounting exposure to institutional liability and regulatory penalties without formalized conflict-of-interest governance. By establishing documented policies and enforcement mechanisms, the university reduces legal risk exposure and protects stakeholder trust—a critical outcome for accreditation and donor confidence.</div></div></div><div class='ecard-contacts'><div class='ecard-contacts-label'>Key Contacts · 3 verified by Pursuit</div><div class='contact-list'><div class='contact-row'><div class='contact-info'><span class='contact-name'>Rohan Palmer</span><span class='contact-title'>Associate General Counsel</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Nels Pate</span><span class='contact-title'>Director of Risk Management & Insurance</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div><div class='contact-row'><div class='contact-info'><span class='contact-name'>Belinda Watkins</span><span class='contact-title'>Executive Assistant To the General Counsel</span></div><div class='contact-data-hints'><span class='data-hint'>Email</span><span class='data-hint'>Phone</span></div></div></div></div><div class='ecard-footer'><a class='ecard-source-link' href='https://www.cookman.edu/admin/_files/strategic-plan-2025-2028.pdf#page=15' target='_blank'>View source · 2026-06-30</a><span class='ecard-timing'>⏱ Pre-RFP — no solicitation issued</span></div></div>