City of Malibu Request for Proposals for Investment Advising Services 2026
City of MalibuCity · Malibu, CA- Due
- May 29, 2026
- Deadline passed
- Posted
- May 5, 2026
- Primary contact
- Renée Neermann
The 30-second brief
The City of Malibu is seeking a qualified firm to provide professional investment advisory services in a fiduciary capacity. The selected advisor will be responsible for delivering objective guidance on investment strategy, portfolio management, asset allocation, performance monitoring, risk assessment, and compliance with applicable laws and policies. Additional services may include reviewing current investment practices, recommending policy updates, and assisting with the development of investment objectives. Respondents must demonstrate experience in managing and safeguarding public assets. The scope will be performed remotely with virtual coordination. Technical qualifications and cost proposals must be submitted electronically to [email protected] by May 29, 2026.
Technical Qualifications, Cost Proposals, Monthly performance reports
Hear what Malibu plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The City of Malibu is seeking a qualified firm to provide professional investment advisory services in a fiduciary capacity.
The selected advisor will be responsible for delivering objective guidance on investment strategy, portfolio management, asset allocation, performance monitoring, risk assessment, and compliance with applicable laws and policies. Additional services may include reviewing current investment practices, recommending policy updates, and assisting with the development of investment objectives. Respondents must demonstrate experience in managing and safeguarding public assets. The scope will be performed remotely with virtual coordination. Technical qualifications and cost proposals must be submitted electronically to [email protected] by May 29, 2026.
REQUIRED DELIVERABLES
3- Technical Qualifications
- Cost Proposals
- Monthly performance reports
REQUIRED ATTACHMENTS
Technical Qualifications, Cost Proposals
- Submit to
- [email protected]
Questions about this RFP
How do I respond to this RFP from City of Malibu?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 29, 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 Renée Neermann.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Malibu 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 Renée Neermann. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Technical Qualifications, Cost Proposals, Monthly performance reports. Proposals should clearly address how each deliverable will be met.
Show 2 more questions
Where can I find more RFPs from City of Malibu?
All active and historical solicitations from City of Malibu are tracked and searchable. As a city agency, City of Malibu 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: Technical Qualifications, Cost Proposals. Review the full document from City of Malibu for the complete list.