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Public Fund Investment Advisor

Active

State & Local

Response Deadline09/25/2026, 11:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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Yolo County is seeking a Public Fund Investment Advisor to provide expert guidance and management of investment and sweep options for prime contractors serving Valley Clean Energy. The selected subcontractor will be responsible for analyzing investment options, managing earnings credit rates to optimize liquidity, and ensuring strict compliance with public agency regulations. Candidates must possess specific experience working with Community Choice Aggregators, counties, cities, or special districts to deliver an optimized investment strategy and managed sweep accounts. This subcontract opportunity, identified under NAICS code 523110, was posted on August 24, 2026, with a response deadline of September 25, 2026. The contract focuses on maximizing financial efficiency and regulatory adherence for public funds within the state of California.

General Info

Yolo County seeks an investment advisor for public fund management and regulatory compliance.

Agency

California → Yolo CountyView Agency

NAICS

523110 - Investment Banking and Securities DealingView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-VCE-BANK.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Valley Clean Energy RFP - Banking Services

AI Contract Breakdown

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Timeline

PostedAug 24

subcontract

Response DeadlineSep 25

Submission deadline

Response Deadline

09/25/2026, 11:00:00 PM UTCin 10 days

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Organization & Contact Information

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AgencyCalifornia → Yolo County

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Yolo County

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies expert guidance and management of investment and sweep options for prime contractors serving Valley Clean Energy. Analyzes investment options, manages earnings credit rates to optimize liquidity, and ensures compliance with public agency regulations. Requires experience with CCAs, counties, cities, or special districts. Delivers an optimized investment strategy and managed sweep accounts.

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