This Solicitation opportunity from California was posted on March 4, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
REQUEST FOR PROPOSAL For INVESTMENT MANAGEMENT SERVICES
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
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The contract involves providing comprehensive investment management services to the Santa Ana Watershed Project Authority in California. The selected investment adviser will be responsible for reviewing and advising on the agency’s investment program annually, including updates to the Investment Policy, liquidity management, cash flow analysis, and performance benchmarks. They will manage the agency’s investment portfolio on a discretionary basis, executing buy and sell orders for securities in accordance with the California Government Code and the agency’s policies. The adviser will coordinate all security transactions with the agency’s custodian, ensuring trades are executed through competitive bidding when possible, and will report all portfolio activities monthly. Additionally, the adviser will perform broker/dealer due diligence, maintain relationships within the broker community, and continuously monitor market conditions to recommend policy or strategic adjustments as needed. The contract is set to be awarded through a solicitation process posted on March 4, 2025, with responses due by April 24, 2025. The project size ranges from $500,000 to $2,000,000, and the services are to be performed within California. The primary point of contact is Emily Fuentes, reachable via email at [email hidden] or by phone at [phone hidden]. The engagement emphasizes a comprehensive approach to investment oversight, ensuring the agency’s investment objectives are met through diligent management, strategic oversight, and adherence to regulatory standards.
General Info
Agency
Place of Performance
CA, USASet-Aside
Documents
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Timeline
Submission Closed
Organization & Contact Information
Full Description
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