Bid guide
How to bid on investment management services for the City of Oxnard
What the City is buying
The City of Oxnard is seeking an investment advisory firm to manage and advise on its operating and capital funds, excluding pension funds. The current portfolio is approximately $450 million, but the City may change how much the selected firm manages.
The work includes portfolio management, fixed-income research and credit analysis, cash-flow and maturity analysis, policy compliance, performance measurement, reporting, investment strategy, and communication with City Finance and Cash Management personnel.
Deadline and what to do before it
Proposals are due October 30, 2026, at 5:00 PM ET. Submit electronically through the PlanetBids listing before the deadline.
Check the listing and any addenda as you prepare your response so you are working from the current documents.
Who this opportunity suits
This RFP is suited to investment advisory firms with experience managing public operating and capital funds. Relevant capabilities include fixed-income research, credit analysis, cash-flow planning, compliance, performance measurement, reporting, and ongoing client communication.
The selected firm will provide discretionary investment management and advisory services. The description says the firm must act in a fiduciary capacity to the extent required by applicable law and the final agreement.
How to access and respond
Open the City of Oxnard listing on PlanetBids. The scope, dates, and document list are public; PlanetBids may ask you to complete a “confirm you are human” check before the page loads.
To download documents, receive addenda, and bid electronically, register a free PlanetBids vendor account with the City of Oxnard, then submit your proposal through the listing before the due date.
Prepare a clear, relevant proposal
Use the RFP documents to organize your response and address each requested item. Explain how your firm would handle the stated services, including investment strategy, research and analysis, policy compliance, performance reporting, and communication with City staff.
Make your experience and proposed approach easy to evaluate. Check that your response is complete, consistent with the solicitation documents, and submitted through PlanetBids before the deadline.
See the live bid — deadline, agency details, and how to respond
Dates and requirements can change via addenda; always verify on the bid page and at the original source before responding.
View this bid on BiddingSimpleThis guide was prepared by BiddingSimple from the solicitation’s public posting. It is not official guidance from City of Oxnard; the original posting controls.