City of Elk Grove Investment Management and Advisory Services RFP 2026
City of Elk GroveCity · Elk Grove, CA- Due
- Aug 18, 2026
- Deadline passed
- Posted
- Jun 22, 2026
- Contract term
- 5 years
- Primary contact
- Marsha Ley
The 30-second brief
The City of Elk Grove is soliciting proposals for discretionary investment advisory services to manage a portfolio currently valued at approximately $430M. Proposals are due by August 18, 2026.
Introductory letter, Table of Contents, Qualifications and Experience, Work Plan, Conflict of Interest Statement, Fee schedule, Professional Services Contract exceptions
Firms Qualifications Experience and References, Qualifications and Experience of Personnel and Staffing, Work Plan, Quality and Responsiveness of the Proposal, Rates and Fees
Hear what Elk Grove plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The City of Elk Grove is soliciting proposals for discretionary investment advisory services to manage a portfolio currently valued at approximately $430M. Proposals are due by August 18, 2026.
EVALUATION CRITERIA
5- Firms Qualifications Experience and References
- Qualifications and Experience of Personnel and Staffing
- Work Plan
- Quality and Responsiveness of the Proposal
- Rates and Fees
REQUIRED DELIVERABLES
7- Introductory letter
- Table of Contents
- Qualifications and Experience
- Work Plan
- Conflict of Interest Statement
- Fee schedule
- Professional Services Contract exceptions
REQUIRED ATTACHMENTS
4- Attachment A: Evaluation and Selection Criteria
- Attachment B: Professional Services Contract
- Attachment C: Investment Policy
- Attachment D: Treasury Report
REQUIRED STAFFING
4- Submit to
- [email protected]
- Scope location
- Elk Grove, CA
Questions about this RFP
How do I respond to this RFP from City of Elk Grove?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 18, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Marsha Ley.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Elk Grove 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 Marsha Ley. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: principals, portfolio managers, analysts, researchers. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Introductory letter, Table of Contents, Qualifications and Experience, Work Plan, Conflict of Interest Statement, Fee schedule, Professional Services Contract exceptions. Proposals should clearly address how each deliverable will be met.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Firms Qualifications Experience and References, Qualifications and Experience of Personnel and Staffing, Work Plan, Quality and Responsiveness of the Proposal, Rates and Fees" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Elk Grove?
All active and historical solicitations from City of Elk Grove are tracked and searchable. As a city agency, City of Elk Grove 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 5 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. This solicitation specifically requires the following attachments: Attachment A: Evaluation and Selection Criteria, Attachment B: Professional Services Contract, Attachment C: Investment Policy, Attachment D: Treasury Report. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from City of Elk Grove for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Elk Grove, CA. Review the full solicitation for detailed scope requirements.