Who is the contact for bid 136272?

The point of contact at City of Goleta is Anil.Cholakkara@palmspringsca.gov — 872-239-6004.

Open Other Finance CA

Investment Custody Services

Q: How do I submit a response to solicitation 136272?

Responses are submitted to City of Goleta 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 Goleta

What is bid 136272? City of Goleta is soliciting OTHER for finance in California.

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LocationGoleta, California

View Original Posting PlanetBids

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Description

Seeks investment custody services from financial institutions experienced in trust, fiduciary, and custodial activities. Vendors should be knowledgeable about investment advice and able to handle large-scale asset management.

Back to Bid Search Investment Custody Services RFP 25-25 Award Pending Bid Information Documents Addenda/Emails Q&A Prospective Bidders Subcontractor Ads Bid Results Awards Bid Detail Project Title Investment Custody Services Invitation # RFP 25-25 Bid Posting Date 12/08/2025 6:00 AM (PDT) Project Stage Award Pending Bid Due Date 01/20/2026 2:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Cost File Response File Type of Award Lump Sum Categories 523930 - Investment Advice 523991 - Trust, Fiduciary, and Custody Activities Preferences Local - Local Business Department Procurement Address 3200 E. Tahquitz Canyon Way Palm Springs, California 92262 County Riverside Bid Valid Liquidated Damages Estimated Bid Value Start/Delivery Date Project Duration 3 years with two one year optional renewals. Bid Bond Bid Bond 0.00% Payment Bond 0.00% Performance Bond 0.00% Pre-Bid Meeting Information Pre-Bid Meeting Yes Meeting Type Onsite Date & Time 12/16/2025 9:00 AM (PDT) Address Online via Microsoft Teams; please refer to section 2.2 of the RFP document for details. or Sign in to Microsoft Teams and Meeting ID: 274 402 840 379 87 Passcode: Eb7z3Nh3 ________________________________________ Dial in by phone +1 872-239-6004,,832540092# United States, Chicago Find a local number Phone conference ID: 832 540 092# Attendance Required No Online Q&A Online Q&A Yes Q&A Deadline 12/22/2025 3:00 PM (PDT) Contact Information Contact Info Anil Cholakkara 760-322-8361 [email protected] Bids to Owner's Agent Description Scope of Services The scope of work will consist of a financial institution (custodian) who is thoroughly familiar with the public sector and the investment of public funds to safe-keep, clear, and report investments to ensure the protection of the City’s security interest in portfolio investments and to simplify the reconcilement of safekeeping accounts. Other Details Financial institutions must be a qualified institution pursuant to California Government Code Section 53608 and have provided safekeeping services for a minimum of ten years. Notes Special Notices Local Programs & Policies