Project Information

Bid Title

Investment Management Services

Issuing Agency

West Basin Municipal Water District

Location

California

Published Date

Mar 15, 2026

Closing Date

Mar 31, 2026

Government Level

State & Local

Status

Closed

Ref. #

RFP-TH-0121

Original Source

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Bid Documents

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Project Description

Project ID: RFP-TH-0121

Title: Investment Management Services

Addenda: 0

Release Date: 3/13/2026

Due Date: 3/31/2026

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Investment Management Services

Request For Proposal

Finance

94600 , 94656 , 95800 , 95816

Project ID: RFP-TH-0121

Release Date: Friday, March 13, 2026

· Due Date: Tuesday, March 31, 2026 2:00pm

Posted Friday, March 13, 2026 10:35am

All dates & times in Pacific Time

Draft Response No Bid15 days, 19 hours, 19 minutes

Post Information

Posted At:Fri, Mar 13, 2026 10:35 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No

Overview

Summary

Proposals are being accepted by West Basin Municipal Water District (West Basin), a Municipal Water District, for Investment Management Services .

Background

The District is seeking proposals from qualified firms to:

• Provide investment services in a comprehensive manner to handle the day-to-day administration and of the District's investment portfolio.
• The overall scope of services is to provide investment management and advisory services to help govern the District's investment portfolio, currently valued at approximately $77 million.
• The District's primary investment objectives are to maximize rate of return on public funds while minimizing all potential losses arising from investing activities such as market changes or an issue default.

Timeline

Solicit Proposals:

March 13, 2026

Last Day for Comments or Questions:

March 23, 2026, 2:00pm

Proposal Due:

March 31, 2026, 2:00pm

Candidate Interviews / Presentations:

Week of April 13-24, 2026

Notice of Recommended Award:

Week of May 4- 8, 2026

Recommendation to the Board of Directors:

May 19, 2026

Commodity Codes

• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services

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