Project Information

Bid Title

Request for Proposals for Investment Management Services

Issuing Agency

City of San Leandro

Location

California

Published Date

Apr 28, 2025

Closing Date

May 16, 2025

Government Level

State & Local

Status

Closed

Ref. #

63149

Original Source

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Bid Documents

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Project Description

Bid Number:	63149
Bid Title:	Request for Proposals for Investment Management Services
Category:	All Open RFPs
Status:	Open

Description: The City is soliciting Proposals from qualified firms for the provision of investment management services for the City’s idle and surplus funds portfolio. The portfolio is made up of all of the City’s investable funds except for debt service reserve funds and proceeds of some bond issues that are managed separately. Request for Proposals #63149 Investment Management Services - P osted April 28, 2025 Publication Date/Time: 4/28/2025 4:00 PM Closing Date/Time: 5/16/2025 5:00 PM Submittal Information: Proposals shall be received up to 5:00 p.m. on Friday, May 16, 2025 Bid Opening Information: Please Review RFP Contact Person: Questions regarding the proposal are due by Wednesday, May 7, 2025, at 5:00 p.m. Questions shall be submitted by e-mail to Nicole Gonzales, Finance Director, at [email protected] , and copy Sally Perez, at [email protected] . Download Available: Yes Fee: No Fee to Download Business Hours: 8:30am - 5:00pm Plan Holders List: Interested parties are encouraged to advise Sally Perez, Purchasing Technician at [email protected] , to be placed on the project plan holder's list to receive courtesy notifications of the Questions & Answers, as well as, any addenda and other project information. Project Addenda, if any, will be also be posted on the website. A bidder who fails to address all project addenda in its proposal may be deemed non-responsive. Related Documents: RFP 63149 Investment Managaement Services with Attachments RFP 63149 Investment Managaement Services Attachment A-1 Investment Policy FY25 Attachment A-2 City of San Leandro Investment Report as of December 31, 2024 Attachment A-3 Draft CONSULTING SERVICES AGREEMENT Attachment A-4 City of San Leandro Living Wage Ordinance Attachment A-5 City of San Leandro Living Wage Ordinance Self-Verification Form

Commodity Codes

• NAICS 523920Portfolio Management
• NAICS 541611Administrative Management and General Management Consulting Services

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