City of Signal Hill Investment Management and Investment Advisory Services RFP 2026
City of Signal HillCity · Signal Hill, CA- Due
- Mar 31, 2026
- Deadline passed
- Posted
- Mar 1, 2026
- Primary contact
- Siamlu Cox
- (562) 989-7312
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Summary
The City of Signal Hill seeks investment management and investment advisory services for its approximately $107 million investment portfolio.
Scope includes discretionary portfolio management with daily trade execution, strategic reporting involving monthly performance reports to the City Council, policy compliance through annual reviews and updates to ensure alignment with the California Government Code, and market analysis with continuous monitoring of economic conditions and credit-worthiness of investment holdings. The submission deadline is March 31, 2026, with a notice of interest deadline on March 15, 2026.
- Submit to
- https://vendors.planetbids.com/portal/36746/bo/bo-detail/138906
- Scope location
- Signal Hill, California
Questions about this RFP
How do I respond to this RFP from City of Signal Hill?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 31, 2026. Submissions should be delivered to: https://vendors.planetbids.com/portal/36746/bo/bo-detail/138906. For questions, contact Siamlu Cox.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Signal Hill 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 Siamlu Cox at (562) 989-7312. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from City of Signal Hill?
All active and historical solicitations from City of Signal Hill are tracked and searchable. As a city agency, City of Signal Hill 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 Signal Hill for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Signal Hill, California. Review the full solicitation for detailed scope requirements.