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Awarded contract·County of Fresno·California

Investment Advisory and Reporting Services

Won by Meeder Public Funds, Inc.$200kSingle Award
Contract source

Awarded vendors

  • Meeder Public Funds, Inc.

Description

The County of Fresno is seeking investment advisory and reporting services for its California county investment pool. The selected vendor, Meeder Public Funds, Inc., will provide compliance reporting and advice regarding all aspects of managing the pool. The contract aims to provide an additional verification of compliance and customized reporting for participants in the pool. Key aspects of the contract include: • Investment advisory services • Reporting services • Compliance verification • Customized reporting for pool participants The contract was awarded through a competitive bidding process, with Meeder Public Funds, Inc. being the most responsive and responsible bidder.

Attached files

Key dates

Last updated

Details

Award type
Single Award
Procurement
Full and Open Competition
Industry
Financial Services
NAICS
523930
Solicitation №
25-101

Contract value

$200,000

The contract value is not explicitly stated in the provided documents. However, based on the scope of work, which includes investment advisory and reporting services for a California county investment pool, the contract value could be substantial. A rough estimate could be in the range of $100,000 to $500,000 per year, considering the complexity and expertise required for such services. Factors that may influence the contract value include the size of the investment pool, the frequency and complexity of reporting requirements, and the level of expertise required from the vendor.

AI estimate from the award documents

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