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Investment Policy Advisory & Compliance Review

Active

State & Local

Response Deadline09/08/2026, 07:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The Investment Policy Advisory and Compliance Review is a subcontract opportunity issued by the Finance agency in California. The primary objective of this engagement is to review, assess, and recommend necessary updates to the City’s Investment Policy to ensure it remains aligned with current regulations and the priorities of the Council. Additionally, the selected provider will be responsible for ongoing compliance monitoring and reporting. This opportunity was posted on August 8, 2026, with a response deadline of September 8, 2026. The project falls under NAICS code 541611, which pertains to administrative management and consulting services. Interested parties can find further details and submission guidelines through the provided procurement portal.

General Info

California Finance agency subcontract for investment policy review, updates, and compliance monitoring.

Agency

California → FinanceView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of #106-FIN-08-07-2026.

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

View the prime solicitation

Portfolio Management Services

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedAug 8

subcontract

Response DeadlineSep 8

Submission deadline

Response Deadline

09/08/2026, 07:00:00 PM UTCin 20 days

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Finance

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Review, assess, and recommend updates to the City’s Investment Policy to ensure alignment with current regulations and Council priorities, with ongoing compliance monitoring and reporting.

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