Open Other Professional Services CA
Investment Management and Advisory Services
City of San Clemente
What is bid 137929? City of San Clemente is soliciting OTHER for professional services in California.
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LocationSan Clemente, California
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Description
The agency is seeking investment management and advisory services. Financial firms with expertise in investment strategies and financial planning would bid.
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Investment Management and Advisory Services
Closed
Bid Information
Documents
Addenda/Emails
Q&A
Prospective Bidders
Subcontractor Ads
Bid Results
Awards
Bid Detail
Project Title
Investment Management and Advisory Services
Invitation #
Bid Posting Date
02/02/2026 6:04 PM (PDT)
Project Stage
Closed
Bid Due Date
03/05/2026 2:00 PM (PDT)
Response Format
Electronic
Project Type
RFP (Request for Proposal)
Response Types
Response File
Type of Award
Lump Sum
Categories
91800 - Consulting Services
94600 - Financial Services
Department
Finance and Administrative Services
Address
910 Calle Negocio
San Clemente, California
92673
County
Orange
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
02/06/2026 5:00 PM (PDT)
Contact Information
Contact Info
Sheryl Mariano
marianos@san-clemente.org
Bids to
Sheryl Mariano
Owner's Agent
City of San Clemente
Description
Scope of Services
Investment Management and Advisory Services
Other Details
Notes
Special Notices
Local Programs & Policies
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Details
- Solicitation #
- 137929
- Type
- Other
- Status
- Open
- Category
- Investment Management Services
- Industry
- Professional Services
Location
- City
- San Clemente
- State
- California
Contact
Organization
- Name
- City of San Clemente
- Type
- city
- Website
- https://vendors.planetbids.com/portal/28939/portal-home
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About City of San Clemente
City of San Clemente is a city based in San Clemente, California. They currently have 58 open procurement opportunities on ProcureTap.