GovBidAlerts
← My Opportunities
closed🌐 solanocounty946-0306-24

Investment Advisory Services

solanocounty / Treasurer-Tax Collector

Description

The County of Solano is soliciting proposals from Investment Advisory Firms for Investment Advisory Services. Investment practices and procedures must comply with state law and the County's written investment policy ( https://www.solanocounty.com/depts/ttcc/treasurer/investment_reports.asp ). The County is soliciting bids on two distinct portions of the proposal: Advisory services, and limited portfolio management including Advisory Services. Advisory services. Advisory services will provide technical and strategic advice that will supplement the Investment Division Staff in the management of the portfolio. The Investment advisory firm, upon request, will provide emergency discretionary management of the investment portfolio for a period not to exceed 60 days. The County is soliciting a separate proposal for the services described above in addition to limited discretionary daily portfolio management services as determined by the Treasurer.

Details

Posted
Mar 7, 2024
Response deadline
Apr 18, 2024, 12:00 AM UTC
Status
closed
Buyer
solanocounty
Department
Treasurer-Tax Collector
Jurisdiction
solanocounty
Reference #
946-0306-24
Summary
<p>The County of Solano is soliciting proposals from Investment Advisory Firms for Investment Advisory Services. Investment practices and procedures must comply with state law and the County's written
Is Paused
false
Template Title
Request for Proposal
Copy Count
3
Government Organization City
Fairfield
Government Organization Name
Solano County
Government Organization State
CA
Government Organization Zip Code
94533
Government Organization Address1
675 Texas Street
Government Organization Address2
Suite 2500
Government Organization Timezone
America/Los_Angeles
Government Organization Country Code
US
Government Organization Phone Country
1
Closed Substatus
awarded

Contact

(707)784-7900
Finding similar opportunities…

This listing is a summary from solanocounty's open procurement data. We ingest every field the feed publishes; the full solicitation documents are on the source portal.

Raw record
{
  "id": 81605,
  "_slug": "solanocounty",
  "title": "Investment Advisory Services",
  "status": "closed",
  "summary": "<p>The County of Solano is soliciting proposals from Investment Advisory Firms for Investment Advisory Services. Investment practices and procedures must comply with state law and the County's written investment policy (<a href=\"https://www.solanocounty.com/depts/ttcc/treasurer/investment_reports.asp\">https://www.solanocounty.com/depts/ttcc/treasurer/investment_reports.asp</a>).</p><p>The County is soliciting bids on two distinct portions of the proposal:</p><ol><li>Advisory services, and</li><li>limited portfolio management including Advisory Services.</li></ol><p>Advisory services. Advisory services will provide technical and strategic advice that will supplement the Investment Division Staff in the management of the portfolio.</p><p>The Investment advisory firm, upon request, will provide emergency discretionary management of the investment portfolio for a period not to exceed 60 days.</p><p>The County is soliciting a separate proposal for the services described above in addition to limited discretionary daily portfolio management services as determined by the Treasurer.</p><p>&nbsp;</p>",
  "isPaused": false,
  "template": {
    "title": "Request for Proposal"
  },
  "addendums": [
    {
      "id": 33762
    },
    {
      "id": 34171
    },
    {
      "id": 35371
    }
  ],
  "copyCount": 3,
  "isPrivate": false,
  "comingSoon": false,
  "created_at": "2024-02-21T00:26:37.426Z",
  "department": {
    "id": 4708,
    "name": "Treasurer-Tax Collector"
  },
  "government": {
    "code": "solanocounty",
    "organization": {
      "city": "Fairfield",
      "logo": "https://assets.procurement.opengov.com/logo-uploads/e488d608-fa35-436c-8780-2e11045b3abb_seal.png",
      "name": "Solano County",
      "phone": "(707)784-7900",
      "state": "CA",
      "website": "https://www.solanocounty.com/hpl/bids_n_rfps/default.asp",
      "zipCode": "94533",
      "address1": "675 Texas Street",
      "address2": "Suite 2500",
      "phoneExt": null,
      "timezone": "America/Los_Angeles",
      "countryCode": "US",
      "phoneCountry": "1"
    }
  },
  "financialId": "946-0306-24",
  "closeOutReason": null,
  "closedSubstatus": "awarded",
  "proposalDeadline": "2024-04-18T00:00:00.000Z",
  "releaseProjectDate": "2024-03-07T00:43:35.216Z"
}