This Subcontract opportunity from California was posted on September 18, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Reporting and Portfolio Analytics

Closed

State & Local

Submission Closed10/16/2026, 06:00:00 PM PDT

Contract Overview

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

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1 day ago

DEADLINE

N/A

AI Contract Overview

This subcontract for Investment Reporting and Portfolio Analytics supports prime contractors on projects for the San Diego County Treasurer-Tax Collector. The selected provider will supply critical technological infrastructure and analytical services, including the development and maintenance of a client portal for online investment data access. Key responsibilities involve data aggregation and the generation of comprehensive portfolio reports, which must include a three-year history analysis. To qualify, providers must possess portfolio accounting systems and a CFA designation. Deliverables include the provision of monthly and quarterly portfolio reports and continuous online portal access. The opportunity is based in San Diego, California, with a response deadline of October 17, 2026.

General Info

Investment reporting and analytics subcontract for San Diego Treasurer-Tax Collector due October 17, 2026.

Agency

California → San Diego County

NAICS

518210 - Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

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

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedSep 18

subcontract

Response DeadlineOct 16

Deadline has passed

Submission Closed

10/16/2026, 06:00:00 PM PDT

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Organization & Contact Information

AgencyCalifornia → San Diego County

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → San Diego County

Office AddressN/A

ContactsNo contact information available

Full Description

Supplies technological infrastructure and analytical services for prime contractors on County of San Diego Treasurer-Tax Collector projects. Develops and maintains a client portal for online investment data access, performs data aggregation, and generates portfolio reports including 3-year history analysis. Requires portfolio accounting systems and CFA designation. Delivers monthly/quarterly portfolio reports and online portal access.