This Solicitation opportunity from California was posted on January 9, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Operating Cash and Capital Reserves Investment Management Services

Closed

S25042State & Local

Submission Closed02/25/2026, 10:00:19 PM UTC

Contract Overview

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

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NAICS: 523940

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

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Solicitation # UofSRFPCP-858934

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University of Saskatchewan

POSTED

15 days ago

DEADLINE

in 17 days

AI Contract Overview

The contract seeks proposals from qualified firms to provide active investment management services for separate accounts related to VTA's operating cash and capital reserves. The project involves managing these assets as outlined in the Scope of Work, and the awarded contract will span an initial term of five years, with the possibility of two additional one-year extensions, allowing for a maximum duration of seven years. The solicitation emphasizes that VTA is not obligated to enter into a contract or cover any costs incurred during the proposal preparation process. This opportunity is issued by the Finance agency of California under the title "Operating Cash and Capital Reserves Investment Management Services," with proposals due by February 25, 2026. The contract management and point of contact is Pratik Pradhan, a Contracts Administrator based in San Jose, California. Firms interested in submitting proposals should address all requirements in the RFP and understand that the contract award will depend on responsiveness and responsibility criteria. The solicitation is publicly posted, and all communications will be coordinated through the designated contact.

General Info

Seeking firms for five-year investment management of VTA cash and capital reserves, proposals due February 2026.

Agency

California → Finance

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

Form of Contract S25042 - Operating Cash and Capital Reserves Investment Management Services

121 pages · contract-document

High

Proposal Form 18 Minimum Qualifications Certification - Rev. 1

1 page · minimum-qualifications-certification

High

RFP S25042 Cost Proposal for Operating Cash and Capital Reserves Investment Management Services

1 page · cost-proposal

High

RFP S25042 Operating Cash and Capital Reserves Investment Management Services

99 pages · rfp

High

VTA Enterprise Non-Trust SCVTA Compliance Report August 31, 2025

12 pages · report

Low

VTA Non-Trust Investment Policy FRS-PL-07-01

30 pages · investment-policy

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedJan 9

Solicitation

Response DeadlineFeb 25

Deadline has passed

Submission Closed

02/25/2026, 10:00:19 PM UTC

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Organization & Contact Information

AgencyCalifornia → Finance

Contacts2 people available

OfficeSan Jose, CA, 95134, USA

Organization / AgencyCalifornia → Finance

Office AddressSan Jose, CA, 95134, USA

Contacts

Michael MalchenkoInvestment Program Manager

contact@example.gov

+1 (555) 000-0000

Pratik PradhanContracts Administrator

contact@example.gov

+1 (555) 000-0000

Full Description

VTA seeks proposals (each a " Proposal ") from responsive and responsible qualified firms (each a " Proposer ") to provide separate account active investment management services for its operating assets for the project titled OPERATING CASH AND CAPITAL RESERVES INVESTMENT MANAGEMENT SERVICES and further described in the Scope of Work (the " Project ") of this RFP. VTA intends to award a contract to the Successful Proposer (the " Contract "). If awarded, the base Contract will have a term of 5 years and 2 one-year options for a maximum term of 7 years, if all options are exercised. This RFP neither commits VTA to enter into such Contract nor obligates VTA to pay for costs incurred in preparation or submission of Proposals or in anticipation of entry into a Contract.