Investment Management Services

Project Title Investment Management Services Invitation # RFP-FIN23-005 Bid Posting Date 02/22/2024 8:11 AM (PDT) Project Stage Bidding Bid Due Date 03/25/2024 3:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Cost File Response File General Attachment General Attachment General Attachment Type of Award Lump Sum Categories 91804 - Accounting/Auditing/Budget Consulting 91849 - Finance/Economics Consulting 91875 - Management Consulting 94600 - Financial Services 95800 - Management Services 95816 - Business Management Services License Requirements Department Purchasing Address 14205 Meridian Parkway Riverside, California 92518 County Riverside Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration Bid Bond Bid Bond 0.00% Payment Bond 0.00% Performance Bond 0.00% Pre-Bid Meeting Information Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 03/06/2024 3:00 PM (PDT) Contact Information Contact Info Krystal Ranieri 951-571-7152 kranieri@wmwd.com Bids to Owner's Agent Description Scope of Services Western Municipal Water District is soliciting proposals from qualified firms to provide investment management services under a discretionary agreement for its approximately $269.4 million investment portfolio. Other Details Notes Special Notices Local Programs & Policies Place