Project Information

Bid Title

Portfolio Management Services

Issuing Agency

City of Anaheim

Location

California

Published Date

Aug 9, 2026

Closing Date

Sep 8, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Project ID:

Title: Portfolio Management Services

Addenda: 0

Release Date: 8/7/2026

Due Date: 9/8/2026

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Portfolio Management Services

REQUEST FOR PROPOSAL

Finance

94656

Project ID: #106-FIN-08-07-2026

Release Date: Friday, August 7, 2026

· Due Date: Tuesday, September 8, 2026 12:00pm

Posted Friday, August 7, 2026 5:07pm

All dates & times in Pacific Time

Draft Response No Bid29 days, 17 hours, 39 minutes

Post Information

Posted At:Fri, Aug 7, 2026 5:07 PM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No

Overview

Summary

The City of Anaheim Finance Department is seeking proposals from experienced and qualified firms to provide Portfolio Management Services to assist the Finance Director/Treasurer in the prudent investment and protection of City assets. Proposals are due no later than 12:00 pm on Tuesday, September 8, 2026 .

Background

The City of Anaheim, founded in 1857, is one of the nation’s premier municipalities and is one of California’s most populous and most visited cities. Anaheim covers 50 square miles with more than 359,000 residents, 24,000 Businesses and more than 3,200 City employees. Anaheim supports a thriving business community, and successful sports franchises including Angels Baseball and the Anaheim Ducks. Anaheim also boasts world-class meeting and entertainment venues with: The Anaheim Convention Center, LEED-certified and the largest convention center on the West Coast; Honda Center; City National Grove of Anaheim; Anaheim Garden Walk; Angel Stadium; and Anaheim Regional Transportation Intermodal Center (ARTIC). Annually, Anaheim welcomes more than 25 million visitors to the city, truly making it a destination where the world comes to live, work, and play.

Timeline

RFP Issued:

August 7, 2026

Questions Submission Deadline:

August 17, 2026, 3:00pm

Answers To Questions Posted:

August 25, 2026, 4:00pm

Proposal Submission Deadline:

September 8, 2026, 12:00pm

City's Review of Proposals:

9/09/2026 to 9/15/2026

Finalist Interviews (Optional):

9/22/2026 to 9/23/2026

Contract Negotiations :

9/28/2025 to 10/14/2026

Award Contract:

October 27, 2026

Commencement of Work:

November 1, 2026

Commodity Codes

• NAICS 541511Custom Computer Programming Services
• NAICS 541512Computer Systems Design Services
• NAICS 541519Other Computer Related Services
• NAICS 541611Administrative Management and General Management Consulting Services

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