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Investment Policy Consulting and Compliance

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.

General Info

Agency

California → FinanceView Agency

NAICS

541110 - Offices of LawyersView 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

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Timeline

PostedAug 8

subcontract

Response DeadlineSep 8

Submission deadline

Response Deadline

09/08/2026, 07:00:00 PM UTCin 2 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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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.

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