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open🌐 City of Pinole322687

Request for Proposals (RFP) for General Investment Advisory Services

City of Pinole / Finance Department

Description

The City of Pinole invites qualified investments advisory firms to submit proposals for cash investment advisory services. The City is evaluating whether to engage a qualified firm to assist with cash management, investment recommendations, portfolio monitoring, and reporting. 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 investment policy, and supports operating and liquidity requirements.

Documents (2)

  • 📎 c4a26332-d955-4cd2-881f-f033b1df106f_Consulting_Services_Agreement_Template.pdf
    application/pdf · 235 KB
    Download
  • 📎 cb8e25b8-c704-4d56-a563-f88ec96141cc_City_of_Pinole_RFP_for_General_Investment_Advisory_Services.pdf
    application/pdf · 313 KB
    Download

Details

Posted
Nov 2, 2026
Response deadline
Dec 3, 2026, 1:00 AM UTC (30d)
Status
open
Buyer
City of Pinole
Department
Finance Department
Jurisdiction
City of Pinole
Reference #
322687
Has Description
true
Summary
The City of Pinole invites qualified investments advisory firms to submit proposals for cash investment advisory services. The City is evaluating whether to engage a qualified firm to assist with c
Government Code
pinoleca
Government Organization City
Pinole
Government Organization State
CA
Government Organization Website
http://www.ci.pinole.ca.us/
Government Organization Zip Code
94564
Government Organization Address1
2131 Pear Street
Government Organization Country Code
US
Other
Is Paused: false · Template Title: Attach Your Solicitation and Post · Copy Count: 0 · Government Organization Logo: https://assets.procurement.opengov.com/logo-uploads/51c471a0-011a-4cee-9a41-6f7109f54b46_Screenshot_ · Government Organization Timezone: America/Los_Angeles · Government Organization Phone Country: 1

Contact

(510)724-9000

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