Investment Management Services

Agency: West Basin Municipal Water District
State: California
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Mar 15, 2026
Due Date: Mar 31, 2026
Solicitation No: RFP-TH-0121
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Project ID: RFP-TH-0121

Title: Investment Management Services

Addenda: 0

Release Date: 3/13/2026

Due Date: 3/31/2026

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Investment Management Services
Request For Proposal
Finance
94600 , 94656 , 95800 , 95816
Project ID: RFP-TH-0121
Release Date: Friday, March 13, 2026
ยท Due Date: Tuesday, March 31, 2026 2:00pm
Posted Friday, March 13, 2026 10:35am
All dates & times in Pacific Time
Draft Response No Bid15 days, 19 hours, 19 minutes


Post Information

Posted At:Fri, Mar 13, 2026 10:35 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Overview


Summary

Proposals are being accepted by West Basin Municipal Water District (West Basin), a Municipal Water District, for Investment Management Services .



Background

The District is seeking proposals from qualified firms to:

  • Provide investment services in a comprehensive manner to handle the day-to-day administration and of the District's investment portfolio.
  • The overall scope of services is to provide investment management and advisory services to help govern the District's investment portfolio, currently valued at approximately $77 million.
  • The District's primary investment objectives are to maximize rate of return on public funds while minimizing all potential losses arising from investing activities such as market changes or an issue default.


Timeline

Solicit Proposals:
March 13, 2026
Last Day for Comments or Questions:
March 23, 2026, 2:00pm
Proposal Due:
March 31, 2026, 2:00pm
Candidate Interviews / Presentations:
Week of April 13-24, 2026
Notice of Recommended Award:
Week of May 4- 8, 2026
Recommendation to the Board of Directors:
May 19, 2026
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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