This Solicitation opportunity from California was posted on June 10, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Advisory and Reporting Services

Closed

E-RFP #25-101State & Local

Submission Closed07/14/2025, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 523930

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BCC01 - Bristol Community College

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DEADLINE

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NYS Deferred Compensation Plan

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Oregon State Treasury

POSTED

about 1 month ago

DEADLINE

in about 1 month

AI Contract Overview

The County of Fresno, through its Department of Auditor-Controller/Treasurer-Tax Collector, is seeking proposals from qualified vendors to provide comprehensive compliance reporting and advisory services related to the management of a California county investment pool. The primary goal of this contract is to ensure ongoing verification of compliance standards and to deliver tailored reporting for participants involved in the pool, thereby enhancing transparency and accountability. The contract is expected to be valued between $50,000 and $250,000 and is open for responses until July 14, 2025. Interested vendors can find additional details and submit their proposals through the designated public procurement platform. This initiative aims to strengthen the county’s investment oversight by leveraging specialized expertise in investment compliance and reporting.

General Info

Agency

California → Fresno County

NAICS

523930 - Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedJun 10

Solicitation

Response DeadlineJul 14

Deadline has passed

Submission Closed

07/14/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Fresno County

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Fresno County

Office AddressN/A

ContactsNo contact information available

Full Description

The County of Fresno on behalf of the Department of Auditor-Controller/Treasurer-Tax Collector is requesting proposal from qualified vendors to provide compliance reporting and advice regarding all aspects of managing a California county investment pool. This service will provide an additional verification of our compliance and customized reporting for participants in the Pool.