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Investment Advisory Services - Section 115 Trust

Active

State & 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

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-262.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

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

AI Contract Breakdown

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Timeline

PostedAug 20

subcontract

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 07:00:00 PM UTCin 18 days

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Finance

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Office AddressN/A

ContactsNo contact information available

Full Description

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Performs specialized investment advisory services for prime contractors on City of Milpitas Finance Department projects. Provides advisory services tailored to the regulatory and tax requirements of a Section 115 Trust for public project financing. Utilizes specialized trust accounting and compliance tracking systems. Requires California state licenses. Delivers trust-specific investment strategies and compliance reporting.

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