City of San Diego Investment Consultant Services RFP 2026
City of San DiegoCity · San Diego, CA- Due
- Jul 3, 2026
- Deadline passed
- Posted
- Jun 5, 2026
- Primary contact
- Carly Danney
The 30-second brief
The City of San Diego is seeking an investment consultant to provide comprehensive advice, performance reporting, and manager selection services for its Plans. Proposals are due by July 3, 2026.
Written quarterly reports, Investment policy revisions, Watch list procedures, Evaluation reports
Hear what San Diego plans next before it's posted.
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Summary
The City of San Diego is seeking an investment consultant to provide comprehensive advice, performance reporting, and manager selection services for its Plans. Proposals are due by July 3, 2026.
REQUIRED DELIVERABLES
4- Written quarterly reports
- Investment policy revisions
- Watch list procedures
- Evaluation reports
- Submit to
- California, 92101
- Scope location
- San Diego, CA
Questions about this RFP
How do I respond to this RFP from City of San Diego?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 3, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: California, 92101. For questions, contact Carly Danney.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of San Diego 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 Carly Danney. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Written quarterly reports, Investment policy revisions, Watch list procedures, Evaluation reports. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from City of San Diego?
All active and historical solicitations from City of San Diego are tracked and searchable. As a city agency, City of San Diego regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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. Review the full document from City of San Diego for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Diego, CA. Review the full solicitation for detailed scope requirements.