City of Coalinga Investment Advisory Services RFP 2025
City of CoalingaCity · Coalinga, CA- Due
- May 30, 2025
- Deadline passed
- Posted
- May 5, 2025
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SUMMARY
The City of Coalinga is seeking proposals for Investment Advisory Services.
The selected firm will be expected to manage the City's portfolio with discretionary authority and provide advice and recommendations to buy and sell appropriate investment securities on a non-discretionary basis. The portfolio size is approximately $30,000,000.
Questions about this RFP
How do I respond to this RFP from City of Coalinga?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 30, 2025.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Coalinga 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 search RFPs like this in ChatGPT or Claude?
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Where can I find more RFPs from City of Coalinga?
All active and historical solicitations from City of Coalinga are tracked and searchable. As a city agency, City of Coalinga regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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 Coalinga for the complete list.