RFP FOR INVESTMENT MANAGEMENT SERVICES

Agency: City of Stockton
State: California
Type of Government: State & Local
NAICS Category:
  • 523920 - Portfolio Management
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Oct 19, 2021
Due Date: Dec 9, 2021
Solicitation No: PUR-21-030
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page
Project Number: PUR-21-030
General Information
Due Date: December 09, 2021
Opening Time: 2:00 PM
Published Date: November 01, 2021
Last Updated: October 18, 2021
Bid Orientation: N/A
Description: RFP FOR INVESTMENT MANAGEMENT SERVICES
Award Date: N/A

Related Links:
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Contacts:
Role: Name: Phone: Email:
PROCUREMENT SPECIALIST SUSAN GARCIA 2099378001 STOCKTONBIDS@STOCKTONCA.GOV

Questions & Answers
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Submittals:
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Job Walk & Plan Holder's List:
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Notice:
Document: NOTICE

Attachment Preview

NOTICE INVITING PROPOSALS
NOTICE IS HEREBY GIVEN that sealed proposals will be received no later than Thursday,
December 9, 2021, at 2:00 pm by the City of Stockton, California for Investment Management
Service – PUR 21-030 in strict accordance with the specifications.
The City of Stockton, herein after referred to as the “City”, is requesting proposals from firms or
individuals, herein after referred to as “Proponent” to provide Investment Management Services
to the City. Currently, the City of Stockton maintains approximately $750 million in its pooled
cash and investment portfolios. This is further divided into two main categories: reserve
investment pool and liquid pool. The reserve investment pool is the long-term portfolio that is
managed by an investment management firm. The liquid portion serves City’s short term cash
needs and day-to-day operations; the liquid portion consists of Local Agency Investment Fund
(LAIF) and a demand deposit account with a financial institution
Each sealed proposal shall be marked "PROPOSAL" and shall indicate the project name, number,
and proposal opening date, and shall be mailed or delivered to the address below at or before
the hour stated. Each Proponent must be licensed in accordance with applicable California State
Law.
Proposal forms and specifications are available on the City’s website at
www.stocktonca.gov/DEPTBIDFLASH. Sealed proposals must be delivered to the Office of the City
Clerk, City Hall, 425 North El Dorado Street, Stockton, CA 95202 unless electronic mail delivery to
city.clerk@stocktonca.gov is applicable. Proponents will only be identified as responding to the
RFP; no proposals will be opened or read aloud.
The City reserves the right to reject any/or all proposals received and re-advertise.
For questions about this project, please contact Susan Garcia at stocktonbids@stocktonca.gov or
(209) 937-8001.
ELIZA GARZA, CMC, CITY CLERK
CITY OF STOCKTON

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