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  5. ›INVESTMENT PORTFOLIO SERVICES

Awarded contract·County of Riverside·California

INVESTMENT PORTFOLIO SERVICES

Won by BLX Group LLC$200kSingle Award
Contract source

Awarded vendors

  • BLX Group LLC

Description

The County of Riverside Purchasing Department is seeking investment portfolio disclosure reporting services for the successor agency to the Redevelopment Agency and the Housing Authority. The selected vendor will provide quarterly reports on the investment portfolio, which includes 22 bond issues held in approximately 70 trustee accounts. The contract was awarded to BLX Group LLC, and the County appreciates the interest of other vendors, who will remain on the vendor list for future bid considerations. Key aspects of the contract include: • Investment portfolio disclosure reporting services • Quarterly reports for the successor agency and the Housing Authority • 22 bond issues held in approximately 70 trustee accounts • Contract awarded to BLX Group LLC • County appreciates interest of other vendors for future bid considerations

Attached files

Key dates

Last updated

Details

Award type
Single Award
Procurement
Full and Open Competition
Industry
Financial Services
NAICS
523920
Solicitation №
EOARC-029

Contract value

$200,000

The contract value is not explicitly stated in the documents. However, based on the scope of work, which involves quarterly reports on an investment portfolio of 22 bond issues, the contract value is likely in the range of $50,000 to $200,000 per year, depending on the complexity of the reports and the level of expertise required. The contract duration is not specified, but assuming a 1-2 year contract, the total contract value would be in the range of $50,000 to $400,000.

AI estimate from the award documents

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