City of Coalinga Investment Advisory Services RFP 2025
City of CoalingaCity · Coalinga, CA- Due
- May 30, 2025
- Deadline passed
- Posted
- May 5, 2025
Know who Coalinga buys from before you write a word.
Every vendor contract, renewal date and decision maker at this agency, in one place.
Set up in 30 seconds · No credit card
SUMMARY
The City of Coalinga is soliciting proposals for Investment Advisory Services.
The scope of work involves professional financial advisory services to manage or advise on the city's investment portfolio and strategies. This solicitation is categorized under RFP/RFQ Solicitations. The publication date was May 5, 2025, and the final submission deadline was May 30, 2025, at 5:00 PM. Related documents for this procurement include files 2463, 2462, and 2461 available through the city's document center.
REQUIRED ATTACHMENTS
3- Https://www.coalinga.com/DocumentCenter/View/2463
- Https://www.coalinga.com/DocumentCenter/View/2462
- Https://www.coalinga.com/DocumentCenter/View/2461
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. Be sure to include all required attachments as outlined in the solicitation.
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?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
Show 2 more questions
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. This solicitation specifically requires the following attachments: https://www.coalinga.com/DocumentCenter/View/2463,https://www.coalinga.com/DocumentCenter/View/2462,https://www.coalinga.com/DocumentCenter/View/2461. Review the full document from City of Coalinga for the complete list.