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San Diego County
· County
· California
Investment Advisory Services for the Treasurer-Tax Collector
PROPOSALS DUE
October 16, 2026, 5:00 pm PDT
Due today
WHAT THEY WANT
(Summarized from the RFP)
The County of San Diego, through its Office of the Treasurer-Tax Collector, is seeking a Registered Investment Advisor to provide investment advisory services for the County's Local Government Investment Pool and its stand-alone portfolios. The Pool holds pooled monies of the County, school districts, community college districts and special districts, with total assets of $16.6 billion as of January 2026 and a peak of $18.9 billion in April 2025. The Treasurer also manages a $240 million tobacco securitization endowment invested mainly in tax-exempt municipal securities, plus smaller stand-alone portfolios.
DOCUMENT SET
1 document
· 645.7KB
CHANGES SINCE PUBLISHED
1 change
WHAT OTHERS ASKED
No questions answered in writing yet — when the government entity answers, each one lands here, with the ones that change who can bid called out.
ABOUT THIS RFP
RFP number
12896
Budget
Not Assigned
Published
Entity type
County
State
California
Summarized from the San Diego County portal.
HOW TO SUBMIT
Submit a complete original quote by electronic upload to the County's BuyNet portal (https://sdbuynet.sandiegocounty.gov/); offerors must select "Participate in RFx" for this solicitation in BuyNet to see updates and submit questions through the Discussions function. If BuyNet upload is not possible, the quote may be emailed to the Contracting Officer, Stacy Mendoza (StacyR.Mendoza@sdcounty.ca.gov), or delivered to the Department of Purchasing and Contracting front desk (5560 Overland Avenue, Suite 270, San Diego, CA 92123) as electronic files on CD/DVD or as a printed quote. Required forms: PC600 Offeror's Cover Page, PC601 Representations and Certifications, PC610 Small-Local Business Self-Certification (encouraged), PC620 Nondisclosure Indemnification (if confidential material is included), plus Exhibit 2 program/technical response, Exhibit 3 completed Payment Schedule and Exhibit 4 acceptance of the Draft Agreement.
NAICS CODES & TAGS
541990
541611
541219
Investment Management and Portfolio Advisory
Treasury and Cash Management Services
Financial and Tax Advisory Services
ACROSS 539 RFPS
MORE THAN
RFPs changed their terms while active.
25 days is the median window from publication to due date; day 16 is the median first change for the 113 that changed. 539 RFPs published and due: July 23 - Sept. 30, 2026.
Bid on five RFPs, and the odds are better than two in three that at least one changes its terms before the deadline. Larger firms have staff tracking this. Start free and you’ll have it at your fingertips too.
Free to open
free account required
A free account opens this RFP in full, starting with the rest of the description above — and 5 RFPs a week, no card.
Changes since published
1 change filed since it went out, summarized, so a date or a requirement never shifts without you knowing.
What others asked
Every question the government entity answers in writing, with the ones that matter called out.
The documents
The set as published, in one folder or as direct links to the document.
Matched to you
The RFPs that fit the NAICS codes and tags you save; open up to 5 a week in full.
