Town of Moraga Request for Proposal for Investment Management and Advisory Services 2026
Town of MoragaCity · Moraga, CA- Due
- Dec 17, 2026
- 32 days left
- Posted
- Nov 13, 2026
- Contract term
- 5 years
- Primary contact
- Katie Bruner
The 30-second brief
The Town of Moraga is requesting proposals from qualified firms to provide Investment Management and Advisory Services for a contract term of 3 to 5 years. The scope includes developing and implementing sound investment strategies, managing the investment portfolio, providing technical and fundamental market research, yield curve analysis, cash flow and maturity analysis, credit analysis, monthly, quarterly, and annual reporting, portfolio compliance, and advising on third-party asset or portfolio managers. Proposals are due by December 17, 2026 at 4:00 PM submitted via email to [email protected]. Questions from respondents are due by November 25, 2026 at 12:00 PM.
Relevant experience and qualifications of the firm in managing fixed-income investments for public agencies (25), Background, resources, expertise, qualifications, and overall experience of the firm and individuals assigned to the project (20), Investment philosophy and recommended approach to managing the Town’s portfolio (25), Cost Proposal (25), Other considerations (references, quality of responses, understanding of the Town’s overall investment program and objectives, etc.) (5)
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Summary
The Town of Moraga is requesting proposals from qualified firms to provide Investment Management and Advisory Services for a contract term of 3 to 5 years.
The scope includes developing and implementing sound investment strategies, managing the investment portfolio, providing technical and fundamental market research, yield curve analysis, cash flow and maturity analysis, credit analysis, monthly, quarterly, and annual reporting, portfolio compliance, and advising on third-party asset or portfolio managers. Proposals are due by December 17, 2026 at 4:00 PM submitted via email to [email protected]. Questions from respondents are due by November 25, 2026 at 12:00 PM.
EVALUATION CRITERIA
Relevant experience and qualifications of the firm in managing fixed-income investments for public agencies (25), Background, resources, expertise, qualifications, and overall experience of the firm and individuals assigned to the project (20), Investment philosophy and recommended approach to managing the Town’s portfolio (25), Cost Proposal (25), Other considerations (references, quality of responses, understanding of the Town’s overall investment program and objectives, etc.) (5)
REQUIRED ATTACHMENTS
9- Title Page
- Table of Contents
- Letter of Transmittal
- Personnel
- Experience and Qualifications
- Proposed Investment Approach and Work Plan
- Cost Proposal
- References
- Additional Data
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Moraga, CA
Questions about this RFP
How do I respond to this RFP from Town of Moraga?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 17, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Katie Bruner.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Moraga 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 Katie Bruner. Questions and answers are typically shared with all prospective bidders.
Show 6 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: "Relevant experience and qualifications of the firm in managing fixed-income investments for public agencies (25), Background, resources, expertise, qualifications, and overall experience of the firm a..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Moraga?
All active and historical solicitations from Town of Moraga are tracked and searchable. As a city agency, Town of Moraga regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of December 17, 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: Title Page, Table of Contents, Letter of Transmittal, Personnel, Experience and Qualifications, Proposed Investment Approach and Work Plan, Cost Proposal, References, Additional Data. Review the full document from Town of Moraga for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Moraga, CA. Review the full solicitation for detailed scope requirements.
