PUR 26-031 Fiduciary Advisor
| Agency: | City of Stockton |
|---|---|
| State: | California |
| Type of Government: | State & Local |
| Posted Date: | May 28, 2026 |
| Due Date: | Jun 11, 2026 |
| Solicitation No: | PUR 26-031 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
| General Information | |
| Due Date: | June 11, 2026 |
| Opening Time: | 2:00 PM PST |
| Published Date: | May 14, 2026 |
| Last Updated: | May 28, 2026 |
| Bid Orientation: | Request for Proposal |
| Solicitation Number: | PUR 26-031 |
| Description: | Fiduciary Advisor |
| Notice of Intent to Award: | To Be Determined |
| Award Date: | To Be Determined |
| Solicitation Stage: | |
| 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 :
Attachment Preview
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.
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.
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