Request for Proposals for Investment Management Services
| Agency: |
City of San Leandro |
| State: |
California |
| Type of Government: |
State & Local |
| NAICS Category: |
- 523920 - Portfolio Management
- 541611 - Administrative Management and General Management Consulting Services
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| Posted Date: |
Apr 28, 2025 |
| Due Date: |
May 16, 2025 |
| Solicitation No: |
63149 |
| Original Source: |
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| Contact information: |
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| Bid Documents: |
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Bid Number:
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63149
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Bid Title:
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Request for Proposals for Investment Management Services
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Category:
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All Open RFPs
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Status:
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Open
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Description:
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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
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Publication Date/Time:
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4/28/2025 4:00 PM
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Closing Date/Time:
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5/16/2025 5:00 PM
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Submittal Information:
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Proposals shall be received up to 5:00 p.m. on Friday, May 16, 2025
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Bid Opening Information:
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Please Review RFP
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Contact Person:
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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]
.
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Download Available:
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Yes
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Fee:
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No Fee to Download
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Business Hours:
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8:30am - 5:00pm
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Plan Holders List:
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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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Related Documents:
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