City of Coalinga Investment Advisory Services RFP 2025
City of CoalingaCity · Coalinga, CA- Due
- May 30, 2025
- Deadline passed
- Posted
- May 5, 2025
- Primary contact
- Mai Vang
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THE 30-SECOND BRIEF
The City of Coalinga is seeking proposals from qualified investment advisory firms to provide discretionary and prudent investment in the City's temporary idle cash and outline policies for maximizing the efficiency of the City's cash. The goal is to enhance the economic well-being of the City while protecting its pooled cash.
Investment strategies, Portfolio management, Monthly/quarterly/annual reporting, Due diligence on broker/dealers, Performance benchmark, Advice on buying/selling securities, Educational workshops.
Public agency experience, Investment strategy & understanding, Cost of services, Reporting and compliance tools, References.
SUMMARY
The City of Coalinga is seeking proposals from qualified investment advisory firms to provide discretionary and prudent investment in the City's temporary idle cash and outline policies for maximizing the efficiency of the City's cash.
The goal is to enhance the economic well-being of the City while protecting its pooled cash.
EVALUATION CRITERIA
5- Public agency experience
- Investment strategy & understanding
- Cost of services
- Reporting and compliance tools
- References
REQUIRED DELIVERABLES
7- Investment strategies
- Portfolio management
- Monthly/quarterly/annual reporting
- Due diligence on broker/dealers
- Performance benchmark
- Advice on buying/selling securities
- Educational workshops
- Scope location
- Coalinga, California
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. The solicitation specifies required deliverables that must be addressed in your response. For questions, contact Mai Vang.
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 ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Mai Vang. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Investment strategies, Portfolio management, Monthly/quarterly/annual reporting, Due diligence on broker/dealers, Performance benchmark, Advice on buying/selling securities, Educational workshops.. Proposals should clearly address how each deliverable will be met.
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.
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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: "Public agency experience, Investment strategy & understanding, Cost of services, Reporting and compliance tools, References." Vendors should carefully align their proposals with each criterion to maximize their score.
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.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Coalinga, California. Review the full solicitation for detailed scope requirements.