Opportunity
San Diego County Ivalua #BPM012896
San Diego County Investment Advisory Services Solicitation
Posted
October 04, 2023
Respond By
October 17, 2026
Identifier
BPM012896
NAICS
523940
The County of San Diego Department of Treasurer-Tax Collector is seeking qualified firms to provide Investment Advisory Services for its Local Government Investment Pool and stand-alone portfolios. - Government Buyer: - County of San Diego, Department of Treasurer-Tax Collector - Services Requested: - Comprehensive investment advisory services, including: - Oversight and advice for portfolio management - Compliance monitoring - Record-keeping and reporting - Advisory projects as needed - Provision of a Treasury Management System with detailed reporting and cybersecurity features - Portfolio Details: - Local Government Investment Pool assets total $16.6 billion - Requirements: - Contractor must be a Registered Investment Advisor - Must provide robust reporting and cybersecurity measures - Contract Term: - Initial base period of three years - Two one-year option periods - Possible extensions in increments of one to six months - No specific OEMs or product part numbers are mentioned; opportunity is strictly for professional advisory services
Description
The County of San Diego is seeking quotes from firms interested in providing Investment Advisory Services. The anticipated contract term is an initial base period of three years, with two one-year option periods. The solicitation is posted on the County's official BuyNet website, and interested offerors must participate through BuyNet to submit questions and receive updates. The Contracting Officer for this solicitation is Stacy Mendoza. Key dates include a question submission deadline of September 25, 2026, and a quote submission deadline of October 16, 2026.