Lottery to competitively procure financial consultant
California State Lottery | State of CaliforniaState · Sacramento, CA- Document date
- Sep 19, 2023
The 30-second brief
The California State Lottery will competitively procure a professional financial consultant to advise, plan, and act as a securities agent whenever it undertakes investment portfolio restructuring. The consultant must comply with State Treasurer’s Office Investment Protection Standards and provide quarterly updates and risk assessments. All restructuring transactions require pre-approval by the Deputy Director of Finance.
Financial Consultant holds this financial services contract with California State Lottery | State of California. Its other public contracts on record include work for City of Pahokee and Mount Markham Central School District.
Term as filed: Quarterly reporting; ongoing during any portfolio restructuring engagement.
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Contract details
- Contract type
- Financial Services
- Document date
- September 19, 2023
- Term
- Quarterly reporting; ongoing during any portfolio restructuring engagement
- Vendor
- Financial Consultant
- Source document
- California State Lottery Investment Policy 2023-09-19 (Policy)
Financial Consultant's other public contracts
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Questions about this contract
Who was awarded the financial services contract by California State Lottery | State of California?
Financial Consultant was awarded this financial services contract by California State Lottery | State of California, as recorded on September 19, 2023.
What type of contract is this?
This is a Financial Services contract, documented as a policy record.
Where was this contract approved?
This contract appears in California State Lottery Investment Policy 2023-09-19 (Policy), dated September 19, 2023 from California State Lottery | State of California. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Financial Consultant hold?
Financial Consultant may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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Explore California State Lottery | State of California's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.