Request for Proposals


Investment Management & Liquidity Solutions Services

Central Coast Community Energy, hereinafter referred to as CCCE, is soliciting proposals from a qualified organization(s), hereinafter referred to as “CONTRACTOR(S),” to provide investment management services to support CCCE in its management of its cash balances.
Supporting Documents:


CCCE will shortlist candidates after the Investment Management & Liquidity Solutions Services RFP submission window closes on April 21. All shortlisted candidates will be notified no later than COB April 25, 2022. Shortlisted candidates will be interviewed on April 26, 2022. Please plan to be available for interviews on April 26 if you are shortlisted. Shortlisted candidates that do not appear for the interview will be deemed to have withdrawn their application. Firms that wish to propose their own Investment Management Agreement should submit them with their RFP materials and be prepared to finalize agreements by May 10.


Issue RFP March 29, 2022
Deadline for Written Questions 11:59 pm, April 7, 2022
CCCE provides responses to questions on CCCE’s website April 14, 2022
Deadline to submit proposals April 21, 2022
In-person interviews of top 3 candidates Week ending April 28, 2022
Anticipated date CCCE will notify the finalist of contingent selection May 10, 2022