City of Pinole Request for Proposals for Section 115 Trust Administration and Investment Management Services 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 investments advisory firms to submit proposals for the provision of Section 115 Trust administration and investment management services. Through this solicitation, the City seeks to evaluate the services provided and associated costs and fees for its existing Section 115 Pension Trust and OPEB subaccount. The selected firm will provide ongoing trust administration, investment management, reporting and compliance, ongoing advisory services, and transition services in accordance with the City's investment objectives. 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 comply with City of Pinole business license requirements.
Qualifications, key personnel, scope, fee, reference checks
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Summary
The City of Pinole invites qualified investments advisory firms to submit proposals for the provision of Section 115 Trust administration and investment management services.
Through this solicitation, the City seeks to evaluate the services provided and associated costs and fees for its existing Section 115 Pension Trust and OPEB subaccount. The selected firm will provide ongoing trust administration, investment management, reporting and compliance, ongoing advisory services, and transition services in accordance with the City's investment objectives. 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 comply with City of Pinole business license requirements.
EVALUATION CRITERIA
5- Qualifications
- Key personnel
- Scope
- Fee
- Reference checks
REQUIRED ATTACHMENTS
8- Cover Letter
- Qualifications
- Key Personnel
- Scope of Services
- Fee Proposal
- References
- Conflicts and Terminations
- Standard Agreement
- Submit to
- https://procurement.opengov.com/portal/pinoleca/projects/322725
- 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/322725. 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.
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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: "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, Qualifications, Key Personnel, Scope of Services, Fee Proposal, References, Conflicts and Terminations, Standard 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.