Lottery Plans Competitive Procurement for Financial Consultant
California State Lottery | State of CaliforniaState · Sacramento, CA- Document date
- Sep 26, 2024
The 30-second brief
The California State Lottery’s Investment Policy provides that any future portfolio restructuring will be supported by a competitively procured financial consultant to act as securities agent and advisor. The consultant will deliver quarterly financial updates, risk assessments, and cash flow modeling in coordination with the State Treasurer’s Office.
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 for duration of restructuring engagement.
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Contract details
- Contract type
- Financial Services
- Document date
- September 26, 2024
- Term
- Quarterly reporting for duration of restructuring engagement
- Vendor
- Financial Consultant
- Source document
- California State Lottery Investment Policy 2024-09-26 (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 26, 2024.
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 2024-09-26 (Policy), dated September 26, 2024 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.