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Investment Compliance and Regulatory Monitoring Services

Active

State & Local

Response Deadline10/17/2026, 01:00:00 AM UTC

Contract Overview

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

General Info

Agency

California → San Diego CountyView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

San Diego, CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 12896.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFQ - INVESTMENT ADVISORY SERVICES

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Timeline

PostedSep 18

subcontract

Response DeadlineOct 17

Submission deadline

Response Deadline

10/17/2026, 01:00:00 AM UTCin 28 days

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Organization & Contact Information

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AgencyCalifornia → San Diego County

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → San Diego County

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs continuous compliance monitoring and oversight for prime contractors on County of San Diego Treasurer-Tax Collector projects. Monitors investment activities against California State Codes and policies, specifically verifying compliance with California Corporations Code Section 25230.1. Develops and executes compliance monitoring plans. Requires SEC Registration and California State Notice Filing. Delivers compliance reports and verification documentation.

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