Banking & Investments

Mammoth Community Water District (MCWD) is requesting proposals for banking services The deadline for submission is February 14, 2024.

The Purpose, currently the District's general banking services are provided by Pacific Western Bank while the District's safekeeping services are provided by "CLASS" California Class, given the ongoing changes occurring within the banking industry and evolving technologies, the District has determined that a review of services offered is appropriate at this time. RFP 23-03-003-AD

The City of Morro Bay (“City”) requests proposals from qualified firms for Investment Advisory Services. The Proposer shall prepare an effective, clear, and concise proposal. The City is requesting three (3) hard copies and one (1) electronic copy in PDF format. All proposals must be received before 5:00 pm PST on January 5, 2024. Proposals [...]

The city of Los Altos is requesting proposals from firms to provide investment advisory services for approximately $68 million in operating and capital project funds (non-pension funds). The initial term will be from January 2024, through June 30, 2028, with annual renewal option thereafter, which may be exercised at the City’s sole discretion.

The City of Santa Cruz is soliciting proposals from investment advisory firms for investment management services. The level of assets to be managed will range from $50 - 75 million. The scope of this RFP is exclusive of LAIF, custodial services and funds held in Trust. The City’s primary investment objective is to achieve a [...]

The City of Lomita (“City”) is seeking proposals from qualified public depositories (a state or national bank located in California, as defined by Section 53635.2 of the California Government Code) in providing comprehensive banking services. The bank must be a member of the Federal Reserve System. The bank must be a Federal or State of [...]

The City of Port Hueneme is requesting proposals from qualified firms to provide investment advisory services for approximately $20 million in operating and capital project funds (non-pension funds).

Las Virgenes Municipal Water District is requesting proposals for Banking, P-Card, and Custodial Services. Any questions, technical or otherwise, pertaining to this Request for Proposals (RFP) must be submitted by email to the District Finance Manager Brian Richie, at brichie@lvmwd.com. Refer to RFP document for detailed instructions and requirements.

Alameda County Transportation Commission (Alameda CTC) invites you to submit a proposal to provide municipal advisory services for Alameda CTC. The anticipated performance period is for an initial period of twenty-four (24) months from July 2023 to June 2025, with options for up to 3 additional years of service. This contract will be funded with [...]