Investment Committee
City of Ocala
Latest meetings
CapTrust Asset Management
This item concerns a proposed project by CapTrust Asset Management. The project is currently under review by the Investment Committee of the City of Ocala, Marion. While specific details about the project's location, size, and intended use are not yet available, its progression through the Investment Committee indicates a planned development. The review process suggests that future phases could involve site preparation, construction, and related trades. Local contractors, suppliers, and service providers are encouraged to monitor this item's progress. Early engagement with the project stakeholders, before final plans and permits are established, may offer a competitive advantage for securing future work.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
- Applicant:
- CapTrust Asset Management
Internal Investment Report
This item concerns an internal investment report for the City of Ocala, Marion County. The report is currently pending review by the Investment Committee. While no specific construction or development is detailed, such reports often lead to future financial decisions that could involve capital projects. These projects might include infrastructure upgrades, facility improvements, or new public works. Businesses involved in construction, supply, and professional services should monitor future announcements related to this report's findings. Early awareness allows for proactive engagement as potential projects move from review to planning and execution phases. This proactive approach can provide a competitive advantage when opportunities arise.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
Introduction
This item concerns a planned civic project in Ocala, Marion County. The Investment Committee is reviewing a proposal that has not yet been approved. The project's details, including its specific location, size, and proposed use, are not yet available. As the project is in its early stages, it is planned and under review. This early phase suggests potential future work such as site preparation, grading, utility installation, construction, and landscaping. Local contractors, trades, suppliers, and service providers are encouraged to monitor this item's progress. Engaging early, before formal plans, bids, and permits are finalized, can offer a competitive advantage for securing future work.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
Investment Committee
The City of Ocala Investment Committee met to review several proposals for future local development. Potential business opportunities exist for contractors, trades, and suppliers related to a public safety complex near SE 17th Street and SE 36th Avenue. Other projects under review include a 200,000 square foot industrial space near SE 17th Street and SE 36th Avenue, a mixed-use development at SW 10th Street and SW 20th Avenue, and a 10-acre commercial development near SW 38th Avenue and SW 36th Avenue. These projects may involve site work, utility installation, concrete, paving, building construction, and material supply.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Meeting
Minutes Approval
This item concerns the approval of minutes from a previous meeting of the Investment Committee for the City of Ocala, Marion County. This is a procedural step in the city's ongoing operations and does not involve new construction or development projects at this time. As such, there are no immediate construction-related scopes of work or phases to report. Local contractors, trades, suppliers, and service providers should monitor future Investment Committee agendas for potential project announcements. Early awareness of future agenda items will provide the best opportunity to engage with city projects as they progress through planning and approval stages.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
Minutes Approval
This item concerns the approval of minutes from a previous meeting. It is currently pending review by the Investment Committee of the City of Ocala, Marion. This is an early stage in the civic process. No construction or development work is described in this item. Therefore, there are no direct opportunities for contractors, trades, suppliers, or service providers at this time. Businesses interested in future civic projects should monitor upcoming agendas for development-related items.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
Other Matters
This item concerns a civic agenda item that is currently pending review by the Investment Committee of the City of Ocala, Marion. The specific details of the project, including its location, size, and proposed use, are not yet available. As the item is in the early stages of the public process, potential opportunities for contractors, suppliers, and service providers may arise as the project moves forward. This could involve various phases such as planning, design, and eventual construction. Businesses interested in future work should monitor the progress of this item and consider reaching out to the city or relevant parties early to understand potential needs and timelines before formal bidding processes begin.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
Overview - Internal Investment Report
This item concerns an internal investment report for the City of Ocala, Marion County. The report is currently pending review by the Investment Committee. This report is expected to outline financial strategies and investment opportunities for the city. The process is in its early stages, with the report under review. This review could lead to future financial planning and investment activities. Local businesses in financial services, consulting, and potentially those supplying data or analysis tools may find opportunities as the city's investment strategies are developed. Engaging early with city officials or the Investment Committee could provide insight into upcoming needs.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
PFM Asset Management
The Investment Committee of the City of Ocala, Marion County is reviewing a civic agenda item related to PFM Asset Management. This item is currently pending, indicating an early stage in the public process. While specific details regarding the project's scope, size, or location are not provided in this agenda item, the nature of asset management suggests potential needs for financial services, consulting, and administrative support. Businesses specializing in these areas may find opportunities as this item progresses. Early engagement with the city or relevant departments could provide insights into future needs and potential involvement. As the process unfolds, further information will likely become available regarding specific requirements and timelines.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
- Applicant:
- PFM Asset Management
Reports
The City of Ocala Investment Committee is reviewing a proposal for a new civic project. While specific details about the project's location, size, or intended use are not yet available, this review stage indicates potential future development. The project is currently pending before the committee, suggesting early planning phases. Work could eventually involve site preparation, construction, and related trades, depending on the final project scope. Local contractors, suppliers, and service providers are encouraged to monitor this item's progress. Engaging early in the process, before formal plans and bids are established, can offer a strategic advantage for securing future work.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
Sawgrass Asset Management
The City of Ocala Investment Committee is reviewing a proposal related to Sawgrass Asset Management. This item is currently pending further review. While specific details about the project's location, size, or proposed use are not yet available, this stage suggests potential future development or management activities. As the project moves forward, it may involve site preparation, construction, and related services. Local contractors, trades, suppliers, and service providers are encouraged to monitor this item's progress. Engaging early, before final plans and permits are established, can offer an advantage in understanding and competing for potential work as opportunities become clearer.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
- Applicant:
- Sawgrass Asset Management
Seix Investment Advisors
This item concerns a potential investment advisory service for the City of Ocala, Marion County. The Investment Committee is reviewing this matter. The specific details of the proposed service, including its scope and duration, are currently under review. This early stage means that related professional services may be needed as the project moves forward. Businesses that provide financial consulting, legal services, and administrative support could find opportunities. Engaging with the city early in this review process may offer an advantage as plans develop.
- Board:
- Investment Committee
- Date:
- 2026-05-05
- Type:
- Agenda_item
- Applicant:
- Seix Investment Advisors
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