Municipal Advisory Services: Section 115 Pension Trust Evaluation, Strategy, and Provider Selection
City of South San FranciscoCity · South San Francisco, CA- Due
- Oct 9, 2026
- Deadline passed
- Posted
- Sep 24, 2026
- Primary contact
- Christie Donnelly
- (650) 877-8512
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Summary
The City of South San Francisco is seeking proposals from qualified firms to provide municipal advisory services related to the evaluation, design, funding strategy, and establishment of a Section 115 pension trust.
The selected consultant will assist the City in developing a practical pension reserve strategy, including a recommended target funding range, an objective methodology for initial and ongoing contributions, a framework for use of trust assets to improve budget predictability, and a competitive procurement for a Section 115 trust provider. Proposing firms or team members must be appropriately registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) if performing municipal advisory activity. The submission deadline is October 9, 2026. Notice of interest deadline is October 5, 2026.
- Submit to
- 400 Grand Ave, South San Francisco, CA, 94080
- Scope location
- South San Francisco, CA
Questions about this RFP
How do I respond to this RFP from City of South San Francisco?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 9, 2026. Submissions should be delivered to: 400 Grand Ave, South San Francisco, CA, 94080. For questions, contact Christie Donnelly.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of South San Francisco 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 Christie Donnelly at (650) 877-8512. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from City of South San Francisco?
All active and historical solicitations from City of South San Francisco are tracked and searchable. As a city agency, City of South San Francisco 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 South San Francisco for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: South San Francisco, CA. Review the full solicitation for detailed scope requirements.