Banking & Investments

25 08, 2016

Investment Advisory Services

2016-12-14T13:14:46-08:00August 25th, 2016|

The East Bay Regional Park District is seeking proposals from qualified firms to provide investment advisory services for the District’s pooled investment portfolio. As of June 30, 2016, the District investment portfolio totaled $325.5 million. This included pooled investments ($240.2 million) and bond funds managed by fiscal agents ($85.3 million).

25 07, 2016

Retail Lockbox Services

2016-12-14T13:14:46-08:00July 25th, 2016|

The District is requesting proposals from qualified firms to provide retail lockbox services to process customer utility bills for approximately 9,000 accounts per month.

2 06, 2016

Notice Requesting Proposals for BANKING SERVICES

2016-12-14T13:15:44-08:00June 2nd, 2016|

Notice Requesting Proposals for BANKING SERVICES The City of San Luis Obispo is requesting sealed proposals for banking services pursuant to Specification No. 91450. All proposals must be received by the Finance Division by 3:00 P.M. on July 15, 2016, at following address. Director of Finance & Information Technology City of San Luis Obispo 990 [...]

28 04, 2016

Investment Advisory Services

2016-12-14T13:15:44-08:00April 28th, 2016|

The City of Arcadia is seeking proposals from qualified firms to provide investment advisory services for approximately $50 million of the City's portfolio. The proposal is due by 5:00pm on May 20, 2016. Please contact Shannon Huang at shuang@arcadiaca.gov to request the RFP.

4 03, 2016

Investment Advisory Services

2016-12-14T13:15:44-08:00March 4th, 2016|

The County of Yolo invites proposals from qualified investment advisory firms interested in providing investment advisory services. The selected investment advisory firm(s) shall, on a continuous basis, help the County Treasurer (presently Chief Financial Officer) manage the County Portfolio and other special fund investments. It is envisioned that a large part of the County Portfolio [...]

2 03, 2016

Investment Advisory Services

2016-12-14T13:15:44-08:00March 2nd, 2016|

The City of Redwood City 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 $200 million currently invested in the Local Agency Investment Fund, the San Mateo County pool, and U.S. Treasuries and Agencies. The City plans to keep [...]

16 02, 2016

RFP for Banking Services

2016-12-14T13:16:03-08:00February 16th, 2016|

The City of Los Banos is requesting proposals from qualified banks interested in providing comprehensive banking services.

11 02, 2016

RFP for Banking Services

2016-12-14T13:16:03-08:00February 11th, 2016|

The City of South Gate is requesting proposals for banking services. The deadline to submit a proposal has been extended from February 25th to March 10, 2016.

20 01, 2016

Investment Advisory Services

2016-02-17T09:01:32-08:00January 20th, 2016|

The City of Davis is seeking proposals from qualified firms to provide investment advisory services as described in the attached RFP. For consideration, please submit an electronic copy by email and three hard copies no later than 5pm, Tuesday, February 2, 2016.

19 01, 2016

Banking Services Request for Proposal (RFP)

2016-12-14T13:16:03-08:00January 19th, 2016|

The City of Pleasant Hill deems it necessary at this time to evaluate different banking options due to the expiration of our banking contract. The City invites qualifying banks to submit a proposal to provide banking services.

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