This Solicitation opportunity from California was posted on April 24, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP 902732 County of Alameda Treasury Pool Evaluation Services

Closed

902732State & Local

Submission Closed06/01/2026, 09:00:00 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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University of Saskatchewan

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14 days ago

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in 17 days

AI Contract Overview

The County of Alameda is seeking an independent consultant to perform a thorough evaluation of the County Treasurer's Investment Pool covering at least the past five years. The assessment will analyze the Pool’s historical investment performance, governance structures, benchmarking methods, and reporting practices. Key areas include comparisons with peer public investment pools, simulations using best-practice investment strategies, and a review of the benchmarks currently employed. The consultant will also examine the effectiveness and transparency of the Pool’s reporting and consider governance models and the role of third-party investment advisors among similar public funds. Additionally, the evaluation must address the recently adopted Ethical Investment Policy (EIP), which has not yet been implemented. This includes reviewing similar policies from other public entities and assessing their influence on investment performance, risk management, and portfolio composition. The consultant will provide recommendations related to the EIP criteria, including their definition, interpretation, impacts on investment decisions, and compliance monitoring methodologies. The final deliverables include a written report summarizing findings and recommendations, along with an oral presentation to County staff and the Board of Supervisors. The contract is managed by the General Services Agency-Procurement in Oakland, California, with responses due by June 1, 2026.

General Info

Consultant to evaluate Alameda County Treasurer’s Investment Pool performance, governance, benchmarks, and Ethical Investment Policy.

Agency

California → General Services Agency-Procurement

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

ADA_Compliant_Version_-_RFP_902732_County_of_Alameda_Treasury_Pool_Evaluation_Services.pdf

Fillable_Version_-_RFP_902732_County_of_Alameda_Treasury_Pool_Evaluation_Services.docx

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedApr 24

Solicitation

Response DeadlineJun 1

Deadline has passed

Submission Closed

06/01/2026, 09:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → General Services Agency-Procurement

Contacts1 person available

OfficeOakland, CA, 94612, USA

Organization / AgencyCalifornia → General Services Agency-Procurement

Office AddressOakland, CA, 94612, USA

Contacts

N. PengProcurement and Contracts Specialist

contact@example.gov

+1 (555) 000-0000

Interested Companies (16)

ConstructConnectCincinnati, OH

Campaign Financial Services

House Strategies GroupTampa, Florida

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Full Description

The County of Alameda ("County"), through the County Administrator's Finance Advisory Ad Hoc Committee, seeks to procure an independent consultant to conduct a comprehensive evaluation of the County Treasurer's Investment Pool ("Pool"). The evaluation must cover at least the previous five (5) years. The evaluation will assess the Pool's historical performance, governance practices, benchmarking methodologies, and reporting practices, and identify opportunities for improvement consistent with industry best practices. The evaluation must include, but not be limited to, the following areas: Investment decisions and historical performance of the Pool, including peer review comparisons with public investment pools and simulations of Pool performance using alternative or best-practice investment strategies or models. Performance benchmarks, including an assessment of the current and prior benchmarks currently used by the County Treasurer and recommendations regarding industry best practices for benchmarking public investment pools. Reporting practices, including a review of the County Treasurer's historical reporting on the Pool, any changes to reporting methodologies or benchmarks over time, and the effectiveness and transparency of such reporting. Investment advisory structures used by peer groups, including governance models and the use of third-party investment advisors among peer public investment pools. The potential impacts of the County's recently adopted Ethical Investment Policy ("EIP"), which has not yet been implemented, including a review of similar ethical investment policies implemented by other public entities and their potential impacts on investment performance, risk management, and portfolio composition. The selected consultant will prepare a written report summarizing the findings of the evaluation and providing recommendations, if any, for consideration by the County. The consultant will also provide an oral presentation of the findings and recommendations to County staff and the Alameda County Board of Supervisors. Beyond considerations related to the EIP, the consultant will also review and evaluate current investment management practices associated with the Pool, including the reporting of investment performance, the use of benchmarks, and the rate of return of the Pool, and provide observations or recommendations as appropriate. In addition, the selected consultant will provide advice related to the Ethical Investment Policy (EIP) and other practices raised in connection with that policy. This review will include consideration of the proposed EIP criteria, including the definition and interpretation of the criteria, the potential impact of such criteria on investment decisions and portfolio returns, and the methodologies that may be used to identify, screen (in or out), distinguish, and monitor investments to ensure compliance with the policy's goals and standards.