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This Government Contract opportunity from California was posted on August 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Investment Policy Consulting and Compliance

Closed
State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 541110
New
SLED
CITY ATTORNEY LEGAL COUNSEL SERVICES
Solicitation # 2026-RFP-008
The City of Chowchilla is seeking proposals under solicitation 2026-RFP-008 for professional City Attorney Legal Counsel Services. The selected consultant will serve as the legal advisor to the City under the direction of the City Council, requiring extensive expertise in public agency law, including the Brown Act, Public Records Act, and Elections Code, as well as proficiency in land use, planning, CEQA, NEPA, and alternative dispute resolution. The contract is strictly on a contractual basis, and the award will be based on the best overall value rather than price alone. Evaluation criteria include the firm's licensure in California, depth of municipal government experience, availability for quick response, and the capability to meet established deadlines. Proposals must be submitted electronically via the OpenGov portal by December 3, 2026, at 3:00 PM. Submissions must include a cover letter addressed to Noel Azevedo, a detailed description of qualifications, at least three public agency references, a conflict of interest disclosure, and a separate cost proposal detailing hourly rates and estimated tasks. Required documentation also includes a non-collusion affidavit, proof of professional insurance, and a valid City of Chowchilla business license. The selected firm will be expected to provide monthly itemized statements and designate a primary City Attorney along with a competent backup representative to ensure continuous service delivery.
City Administrator

POSTED

1 day ago

DEADLINE

in about 1 month
NAICS: 541110
New
SLED
For the Provision of Professional Services and Extraordinary Unspecifiable Services (EUS) - 2027
Solicitation # 2026-RFQ-001
The Borough of Bergenfield is soliciting Qualification Statements under solicitation number 2026-RFQ-001 for the Provision of Professional Services and Extraordinary Unspecifiable Services (EUS) for 2027. The objective is to identify qualified firms or individuals capable of providing high-quality, cost-effective services, with potential roles including a municipal court prosecutor. The anticipated contract award date is January 1, 2027, with performance taking place in Bergenfield, New Jersey. Interested respondents must submit their electronic qualifications by December 4, 2026, at 10:00 am. Submissions must include a separate qualification statement for each position applied for, along with a single PDF containing all required forms, including a Letter of Qualification, Letter of Intent, Vendor Information, and various disclosure statements regarding ownership, political contributions, and investment activities in Iran, Russia, and Belarus. Respondents are also required to provide their hourly rates and charges, as no fixed price has been established. The Borough will evaluate submissions based on the most advantageous response, considering the totality of the information provided, including the respondent's reputation and experience. Evaluation criteria include professional, administrative, and financial factors. Compliance with the Americans with Disabilities Act of 1990, New Jersey Affirmative Action laws, and the Local Government Ethics Law is mandatory. Failure to comply with certifications regarding prohibited investment activities may result in sanctions, default, or debarment.
Administration

POSTED

1 day ago

DEADLINE

in about 1 month

AI Contract Overview

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The Investment Policy Consulting and Compliance subcontract for the City of Anaheim Finance Department involves reviewing and recommending amendments to investment policies for prime contractors. The selected consultant will be responsible for ensuring these policies align with State law and Council Priorities by drafting necessary amendments and facilitating annual updates. This role requires specialized expertise in the California Government Code and the use of legal and regulatory databases pertaining to California municipal finance law to maintain strict compliance. Key deliverables for this contract include the provision of updated Investment Policy documents and comprehensive compliance review reports. The solicitation process is managed by the Finance Department, with a response deadline of September 8, 2026. This subcontract is classified under NAICS code 541110, indicating a focus on legal services, and is intended to support the regulatory integrity of the city's financial project management.

General Info

Consultant provides investment policy reviews and compliance reports for City of Anaheim Finance.

Place of Performance

CA, USA

Set-Aside

NONE

Documents

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

The full solicitation package (5 documents), 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 documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed
Posted

subcontract

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Finance
ContactsNo contacts available
OfficeN/A
Organization / AgencyCalifornia → Finance
Office AddressN/A
ContactsNo contact information available

Full Description

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Reviews and recommends amendments to investment policies for prime contractors on City of Anaheim Finance Department projects. Reviews policies against State law and Council Priorities, drafts amendments, and facilitates annual updates using legal and regulatory databases for California municipal finance law. Requires expertise in California Government Code. Delivers updated Investment Policy documents and compliance review reports.

More opportunities from California → Finance

Same awarding agency

NAICS: 541618
New
SLED
Water and Wastewater (Sewer) Rate Study and Annual Proposition 218 True-Up Analysis Service
Solicitation # 26-282
The City of Milpitas is soliciting a consultant to conduct a Water and Wastewater Rate Study and provide ongoing Annual Proposition 218 True-Up Analysis services. The primary objective is to ensure a legal nexus between the costs of providing water and sewer services and the rates charged to customers, as required by Proposition 218. Key deliverables include a five-year financial plan to fund operations, maintenance, debt service, and capital improvements, a comprehensive cost-of-service analysis, and a five-year schedule of fair and equitable rates. The selected consultant will also perform annual compliance reviews and potential mid-cycle rate adjustments following the close of each fiscal year. The contract is structured over a seven-year term, commencing on the effective date and running through December 31, 2034. This period is divided into an initial 16-month first year, five subsequent 12-month years, and a final 18-month period to complete the final true-up analysis. Payment will be made on a monthly billing basis within 30 days of invoice receipt, with fees billed for actual work performed on a not-to-exceed basis. Award will be based on the best value and the most advantageous proposal rather than the lowest price. Compliance requirements are stringent, requiring the consultant to maintain active registration with the California Secretary of State and adhere to California prevailing wage laws. Proposers must submit a Wage Theft Certification, a Nondiscriminatory Employment Certificate, and proof of insurance. Additionally, the contract mandates the use of recycled paper with at least 30% post-consumer fiber for all deliverables. The consultant must designate a Project Manager for coordination and provide detailed professional resumes for all staff involved in the rate studies and community outreach.
Other Management Consulting Services

POSTED

3 days ago

DEADLINE

in about 1 month
View Details
NAICS: 524292
SLED
Actuarial Services
Solicitation # 2611-KP
The Sacramento Housing and Redevelopment Agency (SHRA) is soliciting proposals under RFP 2611-KP for a qualified actuarial services firm to manage its Other Post-Employment Benefits (OPEB) program. The primary objective is to obtain professional services for measuring liabilities, supporting funding decisions, and ensuring compliance with GASB 75 financial reporting standards. The scope of work includes performing full actuarial valuations, developing Actuarially Determined Contributions (ADCs), and providing advisory services for prefunding strategies and long-term planning. The selected contractor will be required to handle complex plan designs, including various contribution structures based on hire dates and PEMHCA vesting-based subsidies, while coordinating with independent auditors. The contract is envisioned as an initial one-year term with options to extend for up to four additional periods, not to exceed five years in total. Key deliverables include actuarial valuation reports for the years 2026 through 2030, kickoff and review meetings, and presentations to executive management or the governing board. Proposals must be submitted via the Agency's Electronic Bid Portal by October 29, 2026, with an anticipated start date of December 7, 2026. Selection is based on a two-stage process evaluating technical qualifications, past performance, and cost, with a minimum technical score of 70 percent required for responsiveness. Contractors must adhere to strict compliance requirements, including maintaining acceptable insurance coverage, complying with the Federal Privacy Act of 1974, and certifying no conflicts of interest. Subcontracting is generally prohibited. Payment will be made based on an agreed-upon method such as invoice, task, or monthly billing, provided that all invoices include a valid SHRA Purchase Order number and itemized details of work performed. The Agency encourages participation from small, minority, and women-owned business enterprises.
Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds

POSTED

24 days ago

DEADLINE

in 5 days
View Details

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