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Section 115 Trust Administration and Investment Management

This bid is for ongoing Section 115 pension and Other Post-Employment Benefits (OPEB) trust administration and investment management services in Pinole, California, at 2131 Pear Street, Pinole, CA 94564.

Due
December 2, 2026
24 days left
Location
Pinole, CA
California
Posted on
OpenGov

The original documents

Deadline: December 2, 2026

See the original on procurement.opengov.com

Bidding it yourself? Get the full package and submit on OpenGov before December 2, 2026.

What they need

  • AdministrationManage the existing pension trust and OPEB subaccount, process contributions and withdrawals, and coordinate with custodians.
  • Investment managementDevelop investment strategies, monitor risk and performance, and rebalance portfolios to meet investment policy and liquidity requirements.
  • Reporting and advisoryProvide periodic balance, holdings, performance, benchmark, and fee reports; monitor compliance; and provide ongoing advice and meeting support.
  • TransitionCoordinate asset, record, and account transfers from the existing provider, if needed.
  • PricingInclude administration and asset-based fees, minimum charges, investment expenses, trustee and custodial fees, hourly rates, and any transition or additional costs. Identify assumptions about asset balances and service frequency.

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