Banking & Investments

16 08, 2013

Tax Exempt Municipal Lease Financing Package

2014-05-12T11:59:40-07:00August 16th, 2013|

The City of South Lake Tahoe is seeking to obtain a financial institution commitment for the financing of Equipment, Vehicle Replacement and Software/Hardware Replacement Requests in the maximum amount of $2,000,000.

1 08, 2013

Pension Funding Strategy

2014-05-12T11:59:40-07:00August 1st, 2013|

Rancho California Water District is accpeting proposals to conduct a comprehensive pension funding strategy analysis for the Rancho California Water District's Employee Pension Fund.

19 10, 2012

BANKING SERVICES

2013-04-01T10:24:41-07:00October 19th, 2012|

The City of Roseville (the “City”) is seeking proposals from qualified public depositories (a state or national bank located in this state, as defined by Section 53635.2 of the California Government Code) to provide a variety of commercial banking services. Proposers must have a current Community Reinvestment Act (CRA) rating of not less than Satisfactory. [...]

19 04, 2012

Investment Advisory Services

2013-04-01T10:24:17-07:00April 19th, 2012|

PUBLIC NOTICE REQUEST FOR PROPOSALS Investment Advisory Services CITY OF MURRIETA NOTICE IS HEREBY GIVEN that the City of Murrieta, California, Finance Department is seeking proposals from interested, highly qualified and experienced investment advisory firms for portfolio management services of operating and capital funds (non-pension funds) The Request for Proposal document will be available April [...]

3 04, 2012

Broker/Dealer Request for Information

2013-04-01T10:24:17-07:00April 3rd, 2012|

The City of Perris investments are invested and managed by an investment advisory firm, a financial institution and the State of California Local Agency Investment Fund. The City would also like to include broker/dealers as an avenue to be able to transact securities with respect to investments. This Request for Information is for Broker/Dealers only. [...]

24 01, 2012

RFP for Banking Services

2013-04-01T10:23:56-07:00January 24th, 2012|

The City of Dinuba is seeking proposals from qualified public depositories to provide a variety of commercial banking services.

6 12, 2011

RFP: Custody and Security Lending Services

2013-04-01T10:23:56-07:00December 6th, 2011|

The intent of this RFP is to identify one or more financially sound federal or state chartered financial institution(s) that can offer the highest quality of financial custodian and security lending services at the lowest overall cost to the City. Proposer must have been in the custody business for a minimum of 10 years; and [...]

22 07, 2011

City of National City Request for Proposals for Investment Management Services

2011-08-20T18:02:39-07:00July 22nd, 2011|

The City of National City and the National City Community Development Commission (collectively “City”) are seeking proposals from interested firms in providing Investment Management Services for its investment portfolio. The combined value of the portfolio is approximately $40 million, which is currently placed between the Local Agency Investment Fund (LAIF) and other low risk securities. [...]

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