City of Pinole - General Investment Advisory Services RFP 2026
City of PinoleCity · Pinole, CA- Due
- Dec 3, 2026
- 26 days left
- Posted
- Nov 2, 2026
- Primary contact
- Markisha Guillory
- (510) 724-9823
The 30-second brief
The City of Pinole invites qualified investment advisory firms to submit proposals for cash investment advisory services. The selected firm will assist with cash management, investment recommendations, portfolio monitoring, and reporting, ensuring compliance with California Government Code Sections 53600 and the City's investment policy. Services include reviewing investment policies, forecasting cash flow and liquidity management, monitoring market conditions, credit risks, and interest-rate risks, and preparing periodic investment performance reports. Proposals are due by December 2, 2026, with a question submission deadline of November 12, 2026. Proposers must demonstrate experience serving California public agencies and possess a City of Pinole business license.
Qualifications, key personnel, scope, fee, reference checks
Bids like this start as pre-RFPs. Get the next ones early.
Get matched pre-RFPs freeFree account · 30-second setup · No credit card
Summary
The City of Pinole invites qualified investment advisory firms to submit proposals for cash investment advisory services.
The selected firm will assist with cash management, investment recommendations, portfolio monitoring, and reporting, ensuring compliance with California Government Code Sections 53600 and the City's investment policy. Services include reviewing investment policies, forecasting cash flow and liquidity management, monitoring market conditions, credit risks, and interest-rate risks, and preparing periodic investment performance reports. Proposals are due by December 2, 2026, with a question submission deadline of November 12, 2026. Proposers must demonstrate experience serving California public agencies and possess a City of Pinole business license.
EVALUATION CRITERIA
5- Qualifications
- Key personnel
- Scope
- Fee
- Reference checks
REQUIRED ATTACHMENTS
5- Cover letter
- Fee proposal
- References
- Conflicts and Terminations
- Standard Consulting Services Agreement
- Submit to
- https://procurement.opengov.com/portal/pinoleca/projects/322687
- Scope location
- Pinole, CA
Questions about this RFP
How do I respond to this RFP from City of Pinole?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 3, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://procurement.opengov.com/portal/pinoleca/projects/322687. For questions, contact Markisha Guillory.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Pinole 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 Markisha Guillory at (510) 724-9823. Questions and answers are typically shared with all prospective bidders.
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: "Qualifications, key personnel, scope, fee, reference checks" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Pinole?
All active and historical solicitations from City of Pinole are tracked and searchable. As a city agency, City of Pinole regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of December 3, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Cover letter, Fee proposal, References, Conflicts and Terminations, Standard Consulting Services Agreement. Review the full document from City of Pinole for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Pinole, CA. Review the full solicitation for detailed scope requirements.