City of Bell - Investment Advisory Services - RFP 2026
City of BellCity · Bell, CA- Due
- May 1, 2026
- Deadline passed
- Posted
- Apr 1, 2026
- Contract term
- 3 years
- Primary contact
- Rickey Manbahal
- (323) 588-6211 ext 2601
The 30-second brief
The City of Bell is requesting proposals from qualified vendors to provide professional investment management and advisory services for its investment portfolio. The selected firm will provide non-discretionary management, develop investment strategies, coordinate trades, perform due diligence on brokers, and ensure compliance with GAAP, GASB 31, 40, and 72 reporting standards. The initial contract term is three years with two one-year extension options at the City's discretion. Proposals are due by May 1, 2026, at 4:00 PM, with questions due by April 17, 2026. The work involves managing operating and bond funds, pension funds, foundations, and equity funds for the City of Bell, California.
Responsiveness to instructions and requirements, project methodology and work plan, demonstrated understanding of project scope and tasks, project team qualifications and experience, municipal public sector experience, demonstrated competence and capacity, references and work product examples, fair/reasonable/competitive price
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Summary
The City of Bell is requesting proposals from qualified vendors to provide professional investment management and advisory services for its investment portfolio.
The selected firm will provide non-discretionary management, develop investment strategies, coordinate trades, perform due diligence on brokers, and ensure compliance with GAAP, GASB 31, 40, and 72 reporting standards. The initial contract term is three years with two one-year extension options at the City's discretion. Proposals are due by May 1, 2026, at 4:00 PM, with questions due by April 17, 2026. The work involves managing operating and bond funds, pension funds, foundations, and equity funds for the City of Bell, California.
EVALUATION CRITERIA
8- Responsiveness to instructions and requirements
- Project methodology and work plan
- Demonstrated understanding of project scope and tasks
- Project team qualifications and experience
- Municipal public sector experience
- Demonstrated competence and capacity
- References and work product examples
- Fair/reasonable/competitive price
- Submit to
- Finance Department Office, City Hall, 6330 Pine Ave, Bell, CA 90201
- Duration
- 60 months
- Scope location
- Bell, CA
Questions about this RFP
How do I respond to this RFP from City of Bell?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 1, 2026. Submissions should be delivered to: Finance Department Office, City Hall, 6330 Pine Ave, Bell, CA 90201. For questions, contact Rickey Manbahal.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Bell in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Rickey Manbahal at (323) 588-6211 ext 2601. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Responsiveness to instructions and requirements, project methodology and work plan, demonstrated understanding of project scope and tasks, project team qualifications and experience, municipal public..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Bell?
All active and historical solicitations from City of Bell are tracked and searchable. As a city agency, City of Bell regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from City of Bell for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Bell, CA. Review the full solicitation for detailed scope requirements.