Request for Proposals (RFP) for Section 115 Trust Administration and Investment Management Services

Agency: City of Pinole Location: Pinole, CA Solicitation #: OG-322725 Due: 2026-12-02 8:00PM EST (in 22 days)
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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 the associated costs and fees.

The City seeks a firm with demonstrated experience serving California public agencies and the ability to provide prudent, cost-effective investment advice that complies with applicable laws and the City’s Pension and Other Post-Employment Benefits (OPEB) Investment Policy, and supports operating and liquidity requirements.

Details

Solicitation NumberOG-322725
TypeActive
Posted2026-11-02 3:00AM EST (7 days ago)
Response Deadline2026-12-02 8:00PM EST (in 22 days)
CityPinole
StateCA
ZIP94564

Description

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 the associated costs and fees.

The City seeks a firm with demonstrated experience serving California public agencies and the ability to provide prudent, cost-effective investment advice that complies with applicable laws and the City’s Pension and Other Post-Employment Benefits (OPEB) Investment Policy, and supports operating and liquidity requirements.

Contact

NameMarkisha Guillory
Email / phone 🔒 Available with Pro Upgrade