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The City of Palm Springs issued RFP 23-25 seeking a qualified firm to provide Non-Discretionary Portfolio Advisory Services to manage the City and Palm Springs investment portfolios. The selected firm must have at least 10 years’ experience providing investment advice to California public entities and will manage a portfolio (~$400M), provide monthly statements and ensure compliance with California Government Code and GASB requirements. The solicitation opens on 2025-12-01 and closes on 2026-01-06, and official documents are available via the City’s PlanetBids vendor portal (link provided on the aggregator page).
Starbridge can help you:
Pain points mentioned in board meetings and strategic plans
Instantly outline and draft all requirements
Bring in your USPs and exploit competitor gaps
Starbridge can help you:
Get ahead of RFPs — target accounts planning budget or ending contracts soon
Accounts with contract expirations, meetings mentioning your product, grants, budget changes and more
Starbridge.ai books 30 - 40% of leads into meetings
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Qualified firms to provide independent, professional investment advisory services. Assistance with review & development of investment policy & procedures; portfolio management & advisory services. See attached file for full scope.
Posted Date
Nov 12, 2025
Due Date
Dec 16, 2025
Release: Nov 12, 2025
Close: Dec 16, 2025
Qualified firms to provide independent, professional investment advisory services. Assistance with review & development of investment policy & procedures; portfolio management & advisory services. See attached file for full scope.
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The City of Beaumont (Riverside County, CA) is soliciting proposals for Investment Management and Advisory Services to manage its public funds with an emphasis on capital preservation and reasonable returns; services include discretionary portfolio management, cash flow analysis, credit analysis, reporting, and annual policy review. The contract term begins Feb 2026 with an initial three-year duration and optional renewals, and the solicitation is a formal RFP with electronic responses required.
Posted Date
Dec 1, 2025
Due Date
Jan 14, 2026
Release: Dec 1, 2025
Close: Jan 14, 2026
The City of Beaumont (Riverside County, CA) is soliciting proposals for Investment Management and Advisory Services to manage its public funds with an emphasis on capital preservation and reasonable returns; services include discretionary portfolio management, cash flow analysis, credit analysis, reporting, and annual policy review. The contract term begins Feb 2026 with an initial three-year duration and optional renewals, and the solicitation is a formal RFP with electronic responses required.
AvailableThe City of Mendota seeks proposals for loan portfolio management services for housing rehabilitation and homebuyer assistance loans funded by the HOME Program, CDBG Program, and City Redevelopment Agency Funds.
Posted Date
-
Due Date
Dec 15, 2025
Release: -
Close: Dec 15, 2025
The City of Mendota seeks proposals for loan portfolio management services for housing rehabilitation and homebuyer assistance loans funded by the HOME Program, CDBG Program, and City Redevelopment Agency Funds.
AvailableMajor Projects Portfolio Program / Management Support Services.
Posted Date
Nov 27, 2025
Due Date
Feb 5, 2026
Release: Nov 27, 2025
Close: Feb 5, 2026
Major Projects Portfolio Program / Management Support Services.
AvailableSurface intent from meeting minutes, budgets, and contract expirations. Influence RFP requirements before competitors ever see them.
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