PUR 26-031 Fiduciary Advisor

Description

Procurement Contact
Name:	Role:	Phone Number:	Email:
Andrew Thai	Procurement Specialist	(209) 937-8357	stocktonbids@stocktonca.gov

Notice to Public
Document:	Notice Inviting Proposals

Specifications
Document:	Request for Proposals

Exhibits: Plans, Attachments, Agendas, Insurance Requirements, and Sample Contracts
Document:	Exhibit 1
Document:	Exhibit 2

Addendum and Statement Clarifications
Document:	Addendum 1
Document:	Addendum 2

Bid Abstract
Document:	There is currently no Bid Abstract

Contract Documents
Document:	There is currently no Contract Number

Last Update :

PUR 26-031

FIDUCIARY ADVISOR

Proposal Opening June 11,2026

NOTICE IS HEREBY GIVEN that sealed proposals are invited by the City of Stockton,

California, for PUR 26-031 Fiduciary Advisor in strict accordance with the specifications.

The City of Stockton, herein after referred to as the “City”, is requesting proposals from

businesses or individuals, herein after referred to as “Proponent”, to provide a Fiduciary

Advisor to the City. The selected Proponent shall provide independent investment

advisory, plan review, and compliance guidance.

Proposal specifications and forms can be obtained from the City of Stockton's website

at: www.stocktonca.gov/adminbid. Proposals must be marked "PUR 26-031

FIDUCIARY ADVISOR” and emailed to city.clerk@stocktonca.gov or delivered (mail or

in person) on a USB flash drive to the Office of the City Clerk, City Hall, 425 North El

Dorado Street, Stockton, CA 95202, up to but not later than 2:00 pm (PST) on

Thursday, June 11, 2026. Proponents will only be identified as responding to the RFP;

no proposals will be opened or read aloud. Each Proponent must be licensed in

accordance with applicable California State Law.

The City reserves the right to reject any/or all proposals received and re-advertise.

Information on Proposal Process/Clarification/Technical Data

Andrew Thai, Procurement Division

(209) 937-8357

e-mail: stocktonbids@stocktonca.gov

DISCLAIMER: The City does not assume any liability or responsibility for

errors/omissions in any document transmitted electronically.

Dated: May 14, 2026

KATHERINE ROLAND, CMC, CPMC, CITY CLERK

CITY OF STOCKTON

This page summarizes the opportunity, including an overview and a preview of the attached documents.

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