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Investment Advisory Services | Package A: City Investment Portfolio | Package B: Section 115 Trust

Active

26-262State & Local

Response Deadline09/24/2026, 07:00:00 PM UTC

Contract Overview

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

General Info

Agency

California → FinanceView Agency

NAICS

N/A

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(4)

Attachment_A_-_RFP_Submittal_Forms_to_Complete.pdf

PDF

Attachment_B_-_Exemplar.pdf

PDF

Attachment_C_-_Milpitas_Quarterly_Investment_Report_4FQ26.pdf

PDF

Investment Advisory Services _ Package A_ City Investment Portfolio _ Package B_ Section 115 Trust.pdf

PDF

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Timeline

PhaseSolicitation

PostedAug 20

Solicitation

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 07:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyCalifornia → Finance

Contacts2 people available

OfficeMilpitas, CA, 95035, USA

Organization / Agency

California → Finance

View Agency Profile

Office AddressMilpitas, CA, 95035, USA

Contacts

Julia CooperSenior Special Projects Associate

contact@example.gov

+1 (555) 000-0000

Jennifer ChengSenior Special Project Associate

contact@example.gov

+1 (555) 000-0000

Interested Companies (9)

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Bay Central Printing

Union City, CA

House Strategies Group

Tampa, Florida

Meeder Public Funds

Dublin, OH

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Full Description

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The City of Milpitas is located in Santa Clara County near the southern tip of San Francisco Bay, 45 miles south of San Francisco with a current population of approximately 82,000. Milpitas is a general law city of the State of California. The city was incorporated in 1954 and operates under a Council-Manager form of government. The City's political and legislative body is the City Council and is empowered by the general laws of the State of California to formulate citywide policy, including a fiscal program, City services, and appointment of the City Manager and City Attorney. There are four City Council members who are elected at-large for staggered four-year terms, and the Mayor is selected every two years in a separate citywide election. The Director of Finance, hired by the City Manager, serves as the City Treasurer. Refer to Background sections in each package for additional details.

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