Banking & Investments

1 03, 2019

Broker/Dealer Request for Information FY2018/19

2019-03-28T17:13:39-07:00March 1st, 2019|

The City of La Quinta has issued a Request for Information (RFI) for broker/dealer services. The City is looking to potentially expand its list of authorized broker/dealers and is requesting eligible candidates submit the completed application and all of the required documents by no later than 5:00 p.m. on March 29, 2019.

21 02, 2019

Consultant For Banking Services

2019-03-17T18:03:22-07:00February 21st, 2019|

The successful Proposer will be expected to provide overall advice and assistance to the City of Santa Clara in connection with the procurement and selection of a single servicing bank and other financial service providers, and, if necessary, facilitate the City’s transfer of assets, processing, servicing and other financial services or any part thereof to [...]

15 10, 2018

Request for Proposal

2019-02-08T18:32:33-08:00October 15th, 2018|

The City of Hercules is requesting proposals for Financial Advisory Services for a five year period. The last day to submit a Proposal is October 31, 2018. Please note the email address in the RFP contains a typo the correct address is listed below.

24 08, 2018

RFI for Broker/Dealers

2019-02-08T18:33:04-08:00August 24th, 2018|

To: All Interested Suppliers Re: Request for Information The City of Beverly Hills (the “City”) is requesting information regarding broker/dealer services. The City invites all interested parties to submit a written response to this Request for Information (RFI) – http://beverlyhills.org/business/bidlistings/rfi1870investmentbrokerdealers/. This RFI is being sought strictly for the purpose of gaining knowledge of services available [...]

31 05, 2018

Retirement Fund Investment Performance Advisory and Evaluation Services

2019-02-08T18:32:47-08:00May 31st, 2018|

NOTICE IS HEREBY GIVEN that Sacramento Regional Transit District (SacRT) is soliciting proposals from consultants with qualifications, experience and knowledge to provide Retirement Fund Investment Performance Advisory and Evaluation Services. RFP and other proposal info may be requested by contacting Sue Robison at 2816 N St, Sacramento, CA 95816, by e-mail at srobison@sacrt.com or at [...]

28 10, 2016

Request for Proposal Banking Services RFP 16-10-001-AD

2016-12-14T13:14:46-08:00October 28th, 2016|

Desert Recreation District Request for Proposal Banking Services RFP-16-10-001-AD bank-services-rfp-16-10-001-ad Issue Date: October 28, 2016 Due Date: November 18, 2016 GENERAL INFORMATION The Desert Recreation District is seeking proposals from qualified public depositories, as defined by Section 53635.2 of the California Government Code, to provide a variety of banking services. The District intends to select [...]

6 09, 2016

Investment Management and Advisory Services

2016-12-14T13:14:46-08:00September 6th, 2016|

The City of National City is seeking proposals from qualified consultants to provide investment management, investment advisory, and related services for the City’s investment portfolio. Qualified consultants should review the Request for Proposal (RfP) thoroughly prior to final proposal submission. For questions, interpretations, and/or clarifications either administrative or technical, please see section VII.J of the [...]

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