Who is the contact for bid 137929?

The point of contact at City of San Clemente is marianos@san-clemente.org.

Open Other Professional Services CA

Investment Management and Advisory Services

Q: How do I submit a response to solicitation 137929?

Responses are submitted to City of San Clemente through their procurement portal (PlanetBids). Opens on PlanetBids. Bid details are public. Free vendor registration needed to download documents or submit responses. Access the original posting via the "View Original Posting" link on this page.

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

View Original Posting PlanetBids

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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.

Back to Bid Search 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 [email protected] 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