Investment advisory services agreement
City of FarmersvilleCalifornia- Detected
- Oct 26, 2026
- 12 days ago
- Sector
- Administration & Finance
- Est. value
- Free account
Get pre-RFPs like this one as they surface.
Get briefs like this freeFree account · 30-second setup · No credit card
From the meeting
At its October 12, 2026 meeting, the Council approved an agreement with Optimize Investment Partners for investment advisory services. City Manager Kevin Northcraft said the City had six different investment vehicles in use and that Optimize estimated it could increase investment revenue by at least $124,000 in the first year at a cost of a little under $15,000 per year. The firm would act as a non-discretionary fiduciary adviser and meet with finance staff monthly and quarterly.
Decision state: approved.
- Meeting date
- October 26, 2026
- Agency
- City of Farmersville
Questions about this project
What is a pre-RFP?
A pre-RFP is an early indicator that a government agency is planning a purchase — a project discussed in a board meeting, a budget line item, a new hire, or a grant award — captured before a formal RFP or bid is published. Acting on pre-RFPs gives SLED and B2G vendors months of lead time to build relationships and shape requirements.
When will City of Farmersville issue an RFP for this project?
Pre-RFPs typically surface 6–18 months before a formal solicitation is published. Civic IQ tracks City of Farmersville's meeting records, agendas, and budgets continuously and updates this pre-RFP as the project moves through the buying cycle toward an RFP.
How can vendors engage with City of Farmersville before the RFP is published?
Vendors who reach out during the planning window can help shape requirements and build relationships with the decision-makers running the project. A free Civic IQ account sends you the pre-RFPs that fit what you sell, with the AI brief and the decision makers for the top matches in each digest.
Where can I find more administration & finance government opportunities in California?
Civic IQ monitors board meetings, agendas, budgets, and capital plans from 100,000+ state and local agencies and surfaces administration & finance pre-RFPs in California as soon as they appear — months before they reach bid portals.