City of San Clemente Investment Management and Advisory Services RFP 2026
City of San ClementeCity · San Clemente, CA- Due
- Mar 5, 2026
- Deadline passed
- Posted
- Feb 2, 2026
- Primary contact
- Sheryl Mariano
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Summary
The City of San Clemente is soliciting proposals for investment management and advisory services. Submissions are due by March 5, 2026, at the Finance and Administrative Services office.
- Submit to
- 910 Calle Negocio, San Clemente, California, 92673
- Scope location
- San Clemente, CA
Questions about this RFP
How do I respond to this RFP from City of San Clemente?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 5, 2026. Submissions should be delivered to: 910 Calle Negocio, San Clemente, California, 92673. For questions, contact Sheryl Mariano.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of San Clemente 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 Sheryl Mariano. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from City of San Clemente?
All active and historical solicitations from City of San Clemente are tracked and searchable. As a city agency, City of San Clemente 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 San Clemente for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Clemente, CA. Review the full solicitation for detailed scope requirements.