Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, August 19 at 2:00 PM EDT

Register Free →

Portfolio Management Services

Active
#106-FIN-08-07-2026State & Local

Contract Overview

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

AI Contract Overview

Show more

The City of Anaheim is seeking a provider for Portfolio Management Services under solicitation number 106-FIN-08-07-2026. This opportunity is managed by the Finance agency within the state of California and is open for responses until September 8, 2026, at 7:00 PM. The project is based in Anaheim, California, and is overseen by Project Manager Lorri Watson and Purchasing Agent Ed Segura. Interested parties can find further details and submission guidelines through the city's procurement portal.

General Info

City of Anaheim seeks Portfolio Management Services provider by September 8, 2026.

Agency

California → FinanceView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(1)

RFP for Portfolio Management Services - City of Anaheim

PDFrfp

AI Contract Breakdown

Uniform Contract Format

Sign up to view the full breakdown with detailed analysis of each section.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyCalifornia → Finance
Contacts2 people available
OfficeAnaheim, CA, 92805, USA
Organization / Agency
California → Finance
View Agency Profile
Office AddressAnaheim, CA, 92805, USA
Contacts
Lorri WatsonProject Manager III
Ed SeguraPurchasing Agent

Interested Companies (16)

Show more
Flagship Facility Services
San Jose, CA
Hotel Investment Group
San Diego, CA
Wells Fargo Bank, N.A
Houston, TX

See All 16 Interested Companies

Start a free trial to view all interested companies, their contact details, and full contractor profiles.

Start Free Trial

Full Description

Show more
The City of Anaheim, founded in 1857, is one of the nation's premier municipalities and is one of California's most populous and most visited cities. Anaheim covers 50 square miles with more than 359,000 residents, 24,000 Businesses and more than 3,200 City employees. Anaheim supports a thriving business community, and successful sports franchises including Angels Baseball and the Anaheim Ducks. Anaheim also boasts world-class meeting and entertainment venues with: The Anaheim Convention Center, LEED-certified and the largest convention center on the West Coast; Honda Center; City National Grove of Anaheim; Anaheim Garden Walk; Angel Stadium; and Anaheim Regional Transportation Intermodal Center (ARTIC). Annually, Anaheim welcomes more than 25 million visitors to the city, truly making it a destination where the world comes to live, work, and play.

Similar Contracts

Same NAICS industry code

NAICS: 523940
SLED
Financial Advisor Professional Services
Solicitation # RFP198130
The City of Palo Alto is seeking a financial advisor to provide professional services in support of its capital financing initiatives, including potential debt issuances for the Electric Grid Modernization project and the Cubberley Community Center redevelopment. The solicitation, RFP198130, seeks qualified consultants to offer advisory services related to public finance, debt structuring, and capital improvement planning, with an emphasis on experience in California-specific regulatory frameworks such as Proposition 13, Proposition 218, and CDIAC guidelines. The contract will be awarded on a fixed fee basis using a best-value trade-off approach, where technical merit—comprising proposed solution, relevant experience, and proposal quality—collectively accounts for 55% of the evaluation, while cost represents only 10%. Proposers must demonstrate financial stability through audited statements or Dun & Bradstreet reports, maintain insurance with an A.M. Best rating of A:-VII or higher, and comply with stringent requirements for key personnel, including submission of resumes, organizational charts, and restrictions on substitutions. All work must align with professional standards prevalent in California and adhere to public works regulations under the California Labor Code. Proposals must be submitted electronically via the OpenGov portal by September 15, 2026, and must follow a strict format including a three-page summary, firm profile, qualifications, work plan, staffing details, and a clearly articulated cost proposal. Attachments such as firm experience documentation, financial stability evidence, and insurance certificates are mandatory and must be uploaded separately as PDFs. Compliance with Exhibit requirements is critical: Exhibit A defines scope and deliverables, Exhibit B outlines performance milestones tied to Notice to Proceed, Exhibit D mandates comprehensive insurance coverage with contractual liability and cross-liability provisions, Exhibit E requires DIR registration for public works, and Exhibit H imposes cybersecurity obligations not fully detailed but considered essential. No upfront payments are permitted, and any deviations from the sample agreement must be explicitly justified—substantial exceptions will result in disqualification. The City will manage the contract through its Administrative Services department, with invoices submitted monthly to the designated project manager and funding tracked via budget code, cost center, and CIP identifiers. The contract reflects the City’s commitment to fiscally responsible, transparent, and sustainable infrastructure investment while upholding rigorous standards for procurement integrity and vendor accountability.
Administrative Services

POSTED

13 days ago

DEADLINE

in 28 days
View Details
NAICS: 523940
SLED
Investment Management and Advisory Services
Solicitation # BD-23-1213-MA001-MA001-132092
MassHousing is seeking proposals for investment management and advisory services to actively oversee its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts. The contract has a base performance period of three years with two optional one-year extensions, potentially extending the engagement to five years, and will be awarded based on a best-value trade-off analysis that considers price alongside non-price factors such as organizational stability, technical capabilities, past performance, culture alignment, and the quality of the proposed work plan. Proposals must be submitted electronically by September 24, 2026, to Waseem Arshad at warshad@masshousing.com, with no hard copies accepted, and must include nine structured sections covering executive summary, experience, culture and values, references, project plan, support, adverse actions, conflicts of interest, and pricing, with no page or word limits imposed. The services require strict adherence to the Prudent Investor Rule under Massachusetts General Laws Chapter 203C, compliance with GIPS standards for performance reporting, and submission of standardized electronic trade files in CSV or TXT format as outlined in Exhibit C, containing detailed fields such as CUSIP, trade date, settlement date, and par value. The contractor will be required to comply with stringent information security obligations under the Gramm-Leach-Bliley Act and the Fair Credit Reporting Act, implementing robust protections for nonpublic personal information and allowing MassHousing access to audit results upon request. Mandatory background checks will be conducted on all personnel assigned to the contract, and the respondent must fully disclose any actual or potential organizational conflicts of interest, including financial, familial, or operational relationships that could compromise objectivity. While no formal clause numbering from the Federal Acquisition Regulation applies—since this is a state-level solicitation—performance will be evaluated through GIPS-compliant benchmarks, credit rating thresholds for investments (e.g., A-/A3, AAA/Aaa, SP-1/MIG1), and metrics for client retention and assets under management in comparable accounts. The place of performance is MassHousing’s headquarters at One Beacon Street, Boston, MA 02108, and although no specific payment office, invoicing system, or accounting codes are provided, the selected firm must ensure all deliverables, including monthly and quarterly investment statements, meet MassHousing’s internal controls around segregation of duties, dual authorization, and reconciliation policies.
MA001 - MassHousing

POSTED

14 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
SLED
RFP 26-1396 Investment Advisory Services
Solicitation # 26-1396
The Brazos River Authority is soliciting proposals for Investment Advisory Services under solicitation number 26-1396. This professional services agreement, governed by Texas state law, seeks a qualified consultant to provide studies, evaluations, cost estimates, and technical recommendations to support portfolio management and credit analysis. The contract features an initial two-year term with two optional two-year renewals, allowing for a total duration of up to six years. Proposals must be submitted via BidNet Direct or delivered to the Waco, Texas office by August 31, 2026, at 4:00 PM. Submissions are limited to 20 pages, excluding resumes, sample reports, and required forms such as the W-9, Conflict of Interest Questionnaire, and Non-Collusion Affidavit. Award selection is based on a best-value trade-off process where respondent qualifications, experience, the proposed service plan, and fees are each weighted at 25 percent. The BRA prioritizes technical competence over price during the initial selection, negotiating fair and reasonable pricing thereafter. The selected consultant must adhere to a professional standard of care and the Prudent Person Rule for investments. Special requirements include strict prohibitions against boycotting Israel or fossil fuel companies, restrictions on entities headquartered in China, Iran, North Korea, or Russia, and mandatory disclosure of interested parties for contracts exceeding 250,000 dollars. Invoices are submitted electronically and paid within 30 days of acceptance.
BRAZOS RIVER AUTHORITY

POSTED

15 days ago

DEADLINE

in 12 days
View Details

More opportunities from California → Finance

Same awarding agency

NAICS: 541611
SLED
Small and Diverse Business Outreach Support (Consulting)The contract supports financial institutions in achieving their Small Business Participation goals by providing comprehensive assistance with outreach, documentation, and reporting related to engagement with minority-owned, women-owned, and disadvantaged business enterprises. The work focuses on facilitating meaningful connections between financial institutions and eligible small diverse businesses, ensuring compliance with participation targets through structured support services that include data collection, recordkeeping, and submission of required reports. This consulting engagement is designed to enhance accountability and transparency in diversity initiatives within the financial sector. The contract is classified as a subcontract under NAICS code 541611, which pertains to management consulting services, and is issued by the California Finance agency with a response deadline of June 1, 2028. The performance location and specific office details are not provided, and there is no set-aside designation specified. The contract does not include a solicitation number or a designated point of contact, but the opportunity is accessible via a public procurement portal for interested parties to review and respond to the requirements. The scope emphasizes long-term, ongoing support rather than a one-time intervention, with the timeframe extending through mid-2028 to enable sustained engagement and measurable outcomes.
Administrative Management and General Management Consulting Services

POSTED

19 days ago

DEADLINE

in almost 2 years
View Details
NAICS: 541612
SLED
Cybersecurity Compliance Support (Third-Party Assessment Provider)The contract engages a third-party provider to deliver cybersecurity validation services for financial institutions by administering and certifying the Cyber Risk Assessment Questionnaire as an alternative to traditional SOC-2 reports. This arrangement shifts the compliance burden from standardized auditing frameworks to a specialized, tailored assessment process designed to evaluate and validate the cybersecurity postures of financial entities. The provider is responsible for ensuring the integrity, consistency, and regulatory alignment of the questionnaire throughout its deployment, maintaining rigorous standards for certification without reliance on established external audit reports. The agreement is structured as a subcontract under the NAICS code 541612, targeting cybersecurity consulting and related services, with a response deadline of June 1, 2028, and a posted date of July 31, 2026. It is affiliated with the Finance agency in California, though specific office locations and point of contact details are not provided. The scope emphasizes replacing SOC-2 validation with a proprietary assessment framework, implying the need for the provider to establish credible, audit-ready methodologies that financial institutions can confidently use for regulatory and partner compliance purposes. The contract does not specify set-aside status or geographic performance constraints beyond the broader jurisdiction of California.
Human Resources Consulting Services

POSTED

19 days ago

DEADLINE

in almost 2 years
View Details
NAICS: 523150
SLED
RFQ 50433 - Credit and/or Liquidity Facilities and/or Making a Direct Purchase of Bonds
Solicitation # 50433
The San Francisco International Airport Commission is issuing RFQ 50433 to establish a pre-qualified pool of financial institutions to support its financing needs. The primary objective is to identify Providers capable of offering credit, liquidity, or alternative credit facilities to support variable rate bonds and commercial paper notes, or those capable of purchasing bonds and notes directly. This solicitation is a qualification-based process rather than a request for immediate pricing or terms. Inclusion in the pool does not guarantee a contract but allows the Commission and other City departments to solicit proposals and negotiate terms as needed. The pool is intended to remain valid for up to four years. To be eligible, Providers must meet mandatory pass/fail minimum qualifications, including specific long-term and short-term credit ratings from at least two nationally recognized agencies. Specifically, firms must hold a long-term rating of A2 or equivalent and a short-term rating of P-1 or equivalent, though other sections mention a threshold of BBB- or Baa3. Selection for the pool is based on these qualifications, with preference given to firms with the highest ratings. Additionally, Providers must register as City Suppliers and comply with local mandates, including the Labor Peace/Card Check Rule, Health Care Accountability Ordinance, and cybersecurity standards, such as providing a SOC-2 report or completing a Cyber Risk Assessment. The process is structured similarly to an indefinite delivery/indefinite quantity framework, where the City may select providers from the pool for specific transactions without further solicitation for amounts below a defined threshold.
Investment Banking and Securities Intermediation

POSTED

19 days ago

DEADLINE

in almost 2 years
View Details