The City of San Ramon is requesting proposals from firms to provide investment advisory services. The initial term will be five years (fiscal years ending June 30, 2022 through June 30, 2026), with annual renewal option thereafter, which may be exercised at the City’s sole discretion
The City of Beaumont is seeking investment advisor services.
The Town of Paradise is seeking proposals from qualified firms to provide investment advisory services for its PG&E settlement funds. The Town’s investment objectives for the use of PG&E settlement funds has been adopted by resolution and lays the foundation for a long-term plan for the Town’s operational sustainability necessary for the rebuild efforts of [...]
The City of Sanger is considering a Section 115 Pension Trust. The City is seeking an administrator for the Trust.
The City of Winters has issued an RFP for Banking Services for the City of Winters.
The City of San Mateo is seeking proposals from qualified firms to provide investment advisory services for its municipal investment portfolio. The value of the portfolio on average is approximately $260 million including $103 million placed in the Local Agency Investment Fund and the San Mateo County pool. The remaining funds are invested in Money [...]
The City of Capitola is seeking proposals from qualified plan administrators to provide deferred compensation retirement plan administration, record keeping, communication, education, investment management, and custodial trustee services for the City of Capitola 401(a) and 457(b) Plans.
The City is currently exploring options for managing its long-term pension liabilities. One of the options under consideration is the participation in a Trust. The primary objective of this RFP is to obtain information for purposes of evaluating prospective Firms who provide Trust services.
The Las Virgenes Municipal Water District (District) is seeking proposals from firms interested in in being a strategic partner with the District by providing qualified financial advisory services including, but not limited to, evaluating financing options for major capital improvement projects, debt management, enhancing credit ratings, long-term strategic financial planning, managing bond issuances and alternative [...]
The City of San Ramon has issued an RFP for Banking Services. Proposal due 5/8/2019 4pm. Please visit our website for further details www.sanramon.ca.gov.