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City of San Diego·California

Investment Management and Custody Services for the City of San Diego Cemetery Perpetuity Fund

Closes 1/15/2026$100k – $500kRequest for Proposal
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Description

The City of San Diego is seeking a qualified proposer to provide investment management and custody services for the City's Cemetery Perpetuity Fund. The selected proposer will be responsible for providing investment management and custody services, including managing the fund's assets and providing quarterly reports. The contract term is for five years, with the option to extend for an additional five years. The City is looking for a proposer who can provide high-quality services and meet the requirements outlined in the RFP. Some key aspects of the scope of work include: • Providing investment management and custody services for the City's Cemetery Perpetuity Fund • Managing the fund's assets and providing quarterly reports • Meeting the requirements outlined in the RFP • Providing high-quality services and expertise • Having relevant experience and a proven track record in investment management and custody services

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Damian Singleton(Senior Procurement Contracting Officer)

[email protected]

(619) 235-5743

Key dates

Opened
12/12/2025
Questions due
12/19/2025
Closes
1/15/2026
Duration
5 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523110
Solicitation №
10090466-26-D

Budget estimate

$100,000 – $500,000

The estimated budget for this opportunity is difficult to determine, as the RFP does not provide a specific dollar amount. However, based on the scope of work and the requirements outlined in the RFP, it is likely that the budget will be in the range of $100,000 to $500,000 per year, depending on the level of services provided and the assets under management. The budget will be based on an all-inclusive, asset-based fee, with a minimum annual fee of $25,000 or more, depending on the proposer's pricing structure.

AI estimate from the solicitation

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