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Lottery to Bid Out Financial Consulting Services

California State Lottery | State of California
Document date
Sep 25, 2025

The 30-second brief

What it covers

The Investment Policy requires the Lottery to competitively procure a Financial Consultant to advise on portfolio restructuring, execute securities transactions, and deliver quarterly financial and cash flow analyses. This engagement will support efforts to enhance returns for public education while safeguarding prize obligations.

Who holds it

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.

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Contract details

Contract type
Financial Services
Document date
September 25, 2025
Vendor
Financial Consultant
Agency
California State Lottery | State of California
Source document
California State Lottery Investment Policy 2025-09-25 (Policy)

Financial Consultant's other public contracts

City of Pahokee, FloridaPahokee Considers Funding Financial Consultant Contract · Aug 26, 2026UndisclosedMount Markham Central School District, New YorkDistrict Authorizes Financial Consultant Services · Jul 9, 2026UndisclosedCity of Bordentown, New JerseyFinancial Consultant Appointed by City Resolution · Mar 6, 2026UndisclosedCity of Torrington, ConnecticutFinancial Consultant to Advise on School Roof Bond · Feb 3, 2026Housing Authority county of Delaware, PennsylvaniaFinancial Consultant Reappointed for Advisory Services · Jan 28, 2026UndisclosedAll Financial Consultant contractsVendor profile

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Los Angeles ChargersLottery Partners With Los Angeles Chargers on Promotions · Sep 1, 2026UndisclosedFoothill Transcription CompanyTranscription Services Provided by Foothill Transcription Company · Sep 1, 2026UndisclosedSan Francisco 49ersLottery Partners With San Francisco 49ers on Promotions · Sep 1, 2026UndisclosedLos Angeles RamsLottery Partners With Los Angeles Rams on Promotions · Sep 1, 2026UndisclosedFEDEXLottery Shifts Scratcher Shipments to FedEx · Sep 1, 2026UndisclosedAll California State Lottery | State of California activityAgency profile

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 25, 2025.

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 2025-09-25 (Policy), dated September 25, 2025 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.

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