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City of Oxnard
· City
· California
Investment Management and Advisory Services
PROPOSALS DUE
October 30, 2026, 2:00 pm PDT
28 days left
WHAT THEY WANT
(Summarized from the RFP)
The City of Oxnard is seeking a qualified investment advisory firm to provide discretionary investment management and advisory services for its operating and capital funds, excluding pension funds. The portfolio is currently about $450 million, and the City may decide what portion the selected firm manages and adjust assets under management during the term. The firm will act in a fiduciary capacity to the extent required by law and the final agreement.
DOCUMENT SET
3 documents
· 1.5MB
CHANGES SINCE PUBLISHED
No amendments recorded yet. If the entity publishes changes, they will be summarized here.
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
27-30
Budget
Not Assigned
Published
Entity type
City
State
California
Summarized from the City of Oxnard portal.
HOW TO SUBMIT
Upload the proposal to the City of Oxnard PlanetBids portal (https://www.planetbids.com) using the electronic format provided; free registration required. Submit each component separately as instructed: a Technical Proposal of no more than 30 pages (8.5 x 11, minimum 11-point font, 1-inch margins, single spaced, table of contents, consecutively numbered; pages over the limit are not evaluated; no technical appendices unless requested) organized by the required sections, plus the Cost Sheet / Pricing Schedule and the required City forms and certifications in Part II. The proposal must be submitted by an authorized agent. Questions only in writing through PlanetBids. Buyer: Libertad Macias, libertad.macias@oxnard.org, Purchasing Division, 300 W Third Street, 3rd Floor, Oxnard, CA 93030.
NAICS CODES & TAGS
541611
541990
Investment Management and Portfolio Advisory
Treasury and Cash Management Services
ACROSS 539 RFPS
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Changes since published
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