Request for Proposals for Investment Management Services

Location: California
Posted: Apr 28, 2025
Due: May 16, 2025
Agency: City of San Leandro
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
  • Z - Maintenance, Repair or Alteration of Real Property
Solicitation No: 63149
Publication URL: To access bid details, please log in.
Bid Number: 63149
Bid Title: Request for Proposals for Investment Management Services
Category: All Open RFPs
Status: Open
Description:

The City is soliciting Proposals from qualified firms for the provision of investment management services for the City’s idle and surplus funds portfolio. The portfolio is made up of all of the City’s investable funds except for debt service reserve funds and proceeds of some bond issues that are managed separately.

Request for Proposals #63149 Investment Management Services - P osted April 28, 2025


Publication Date/Time:
4/28/2025 4:00 PM
Closing Date/Time:
5/16/2025 5:00 PM
Submittal Information:
Proposals shall be received up to 5:00 p.m. on Friday, May 16, 2025
Bid Opening Information:
Please Review RFP
Contact Person:
Questions regarding the proposal are due by Wednesday, May 7, 2025, at 5:00 p.m.
Questions shall be submitted by e-mail to Nicole Gonzales, Finance Director, at
[email protected] , and copy Sally Perez, at [email protected] .
Download Available:
Yes
Fee:
No Fee to Download
Business Hours:
8:30am - 5:00pm
Plan Holders List:
Interested parties are encouraged to advise Sally Perez, Purchasing Technician at [email protected] , to be placed on the project plan holder's list to receive courtesy notifications of the Questions & Answers, as well as, any addenda and other project information. Project Addenda, if any, will be also be posted on the website. A bidder who fails to address all project addenda in its proposal may be deemed non-responsive.
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