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Investment Policy & Compliance Consultant

Active
State & Local

Contract Overview

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

Documents

This scope was carved out of K001653.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services

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AgencyCalifornia → Contracts Department of Transportation Corridor Agencies
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs compliance monitoring and advisory services for prime contractors on Transportation Corridor Agencies investment projects. Reviews Bond Indentures and Investment Policies to create permitted investments guides, maintains compliance matrices, and advises on regulatory requirements. Requires expertise in state laws and Bond Indenture requirements. Delivers permitted investments documents and updated Investment Policy recommendations.

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