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This Solicitation opportunity from California was posted on January 18, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

General Investment Services

Closed
76398State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523920
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19 days ago

DEADLINE

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NAICS: 523920
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DEADLINE

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NAICS: 523920
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about 1 month ago

DEADLINE

in about 12 hours
NAICS: 523920
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DEADLINE

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Request for Application (RFA)- NYC Catalyst Fund II
Solicitation # 20251201024
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NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

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VTA is seeking proposals from qualified firms to provide ongoing general investment services aimed at evaluating the investment performance of several of its financial portfolios. These portfolios include the Amalgamated Transit Union Local 265 Pension Plan, Retirees’ Other Post-Employment Benefits Trust, ATU Spousal Medical Trust, Retiree Vision/Dental Trust, and VTA’s idle operating and capital monies portfolio, collectively known as the Plans. The primary goal is to ensure effective oversight and management of these funds, supporting VTA’s financial stability and retirement benefit commitments. The solicitation, titled "General Investment Services," was posted on January 18, 2024, with a response deadline of February 20, 2024. The contract is managed by the California Department of Finance, and interested firms can contact Lida Delos Santos via email or phone for further information. The project is open to qualified firms, and additional details about the procurement process can be accessed through the provided online portal link. The contract scope emphasizes ongoing evaluation and oversight of investment performance across multiple trust and non-trust funds, ensuring VTA’s investment strategies align with their financial objectives.

General Info

Agency

California → Finance

NAICS

523920 - Portfolio Management

Place of Performance

CA, USA

Set-Aside

NONE

Documents

0

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Finance
Contacts1 person available
OfficeN/A
Organization / AgencyCalifornia → Finance
Office AddressN/A
Contacts
Lida Delos Santos
contact@example.gov
+1 (555) 000-0000

Full Description

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General work description:VTA seeks proposals (each, a “Proposal”) from qualified firms (each, a “Proposer”) to provide ongoing general investment services (“Services”) to evaluate the investment performance of the portfolios for VTA’s Amalgamated Transit Union (“ATU”) Local 265 Pension Plan, Retirees’ Other Post-Employment Benefits Trust, ATU Spousal Medical Trust, Retiree Vision/Dental Trust, and VTA’s idle operating and capital monies portfolio (Non-Trust Held Funds), collectively referred to as the Plans (“Plans”).

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