Section 115 Trust Administration and Investment Management
City of Pinole
Original Solicitation Links
Contact
Submission Instructions
Description
The City seeks ongoing administration and investment management for its existing Section 115 pension and OPEB trust. Services include processing authorized contributions and distributions, coordinating with custodians and other providers, managing assets in accordance with the City's investment objectives and policies, monitoring performance and risk, and providing periodic financial, performance, fee, and compliance reporting. The selected firm will also provide investment and liquidity advice, attend meetings when requested, and coordinate transition from the existing provider if applicable. Proposals must describe the firm's qualifications, key personnel and any subconsultants, proposed scope and timeline, comprehensive fees, at least three similar client references, California municipal agency clients, conflicts and public-agency contract terminations within the past five years, and its review of the City's standard agreement. The proposal is evaluated on qualifications, personnel, scope, fees, and reference checks. The awarded firm must obtain a City business license.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Workers' Compensation
- Employer's Liability
- Commercial General Liability — $2,000,000.00
- Automobile Liability — $2,000,000.00
- Professional Liability — $1,000,000.00
- Minimum 3 references
- Client point of contact required for each reference
Documents
| Title | Date Posted |
|---|---|
| City of Pinole RFP for Section 115 Trust Administration and Investment Services | Nov 02, 2026 10:50 PM |
| Consulting Services Agreement Template | Nov 02, 2026 10:50 PM |
| Project Document | Nov 02, 2026 10:50 PM |
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