The City of Pittsburg is requesting proposals for Investment Advisory Services for portfolio management. All proposals must be delivered or received by email no later than November 3, 2014 at 3:00 p.m. Proposal documents shall be emailed to tolson@ci.pittsburg.ca.us as either a PDF (preferred) or Word document, or delivered to Tina Olson, Director of Finance [...]
The City of Novato is seeking proposals from qualified public depositories (a state or national bank located in California, as defined by Section 53635.2 of California Government code) to provide a variety of commercial banking services. The bank must be a member of the Federal Reserve system, a federally or State of California chartered financial [...]
Phelan Piñon Hills Community Services District is seeking proposals for Banking Services for its bank accounts and related depository and cash management services. The Request for Proposal (RFP) outlines the scope of the engagement, information required, evaluation criteria, and other relevant information. Please visit our site at www.pphcsd.org to access the full RFP.
The City of Fullerton is seeking proposals from qualified investment advisory firms for portfolio management services. Proposals are due by July 31, 2014.
The City currently maintains a primary commercial banking relationship with one depository institution. It is the City’s intent to continue with one institution in order to maximize cash flow and minimize administrative costs. As such, banking proposals must include services for the entire scope of the relationship outlined. Proposals for partial services will not be [...]
Non-discretionary management of the City's $80 million investment portfolio (Scope of work on page 12; section 4.2 of RFP.)
The City of Pismo Beach (“City”) is requesting a proposal from qualified banks to provide Commercial Banking Services for the City of Pismo Beach. All proposals and sealed bids must be received before 2:00 p.m. (by the clock located in the City Clerk’s office) on Wednesday, February 18, 2014, addressed to: BANKING SERVICES RFP ATTN: [...]
The City of Pismo Beach is inviting banking services to submit their proposals to provide the City with custody/safekeeping bank services. All proposals must be received before 2:00 p.m. (by the clock located in the City Clerk’s office) on Wednesday, December 11, 2013, addressed to the City Clerk, 760 Mattie Road, Pismo Beach, CA 93449. [...]
The City of Pismo Beach is inviting banking services to submit their proposals to provide the City with custody/safekeeping bank services. All proposals must be received before 2:00 p.m. (by the clock located in the City Clerk’s office) on Tuesday, December 3, 2013, addressed to the City Clerk, 760 Mattie Road, Pismo Beach, CA 93449. [...]
The City is seeking investment advisory services to manage its portfolio.