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City of South San Francisco
· City
· California
Municipal Advisory Services: Section 115 Pension Trust Evaluation, Strategy, and Provider Selection
PROPOSALS DUE
October 09, 2026, 12:00 pm PDT
14 days left
WHAT THEY WANT
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 City participates in CalPERS for its Miscellaneous and Safety employee groups and seeks independent advisory assistance — free from actual or perceived conflicts of interest — regarding trust structure, reserve sizing, funding methodology, and a comparative analysis of single-employer and multiple-employer trust options. Firms or team members performing municipal advisory activity must be registered with the SEC and MSRB.
DOCUMENT SET
2 documents
· 283KB
CHANGES SINCE PUBLISHED
No amendments — so the deadline and requirements on this page are the ones that still apply.
WHAT OTHERS ASKED
No questions answered in writing yet — when the government entity answers, each one lands here, with the ones that change who can bid called out.
ABOUT THIS RFP
RFP number
2026-27.FIN.001
Budget
Not Assigned
Published
Entity type
City
State
California
HOW TO SUBMIT
Submission details beyond the deadline are not fully specified in the document text provided. Proposers should refer to the solicitation documents issued by the City of South San Francisco Finance Department for instructions on delivery method, number of copies, format requirements, and submission address or portal.
NAICS CODES & TAGS
541219
541611
Treasury and Cash Management Services
Financial and Tax Advisory Services
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