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Municipal Advisory Services: Section 115 Pension Trust Evaluation, Strategy, and Provider Selection

Active

2026-27.FIN.001State & Local

Response Deadline10/09/2026, 07:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The City of South San Francisco is seeking municipal advisory services to evaluate the establishment of a Section 115 pension trust as part of its long-term funding and reserve strategy for Miscellaneous and Safety employee groups within CalPERS. The selected consultant will provide independent assistance to validate and expand upon preliminary analyses regarding projected unfunded actuarial liability payments and pension reserve requirements. This solicitation, numbered 2026-27.FIN.001, was posted on September 25, 2026, with a response deadline of October 9, 2026. The project is managed by the Finance department, with Christie Donnelly serving as the primary point of contact for the city located in San Mateo County, California.

General Info

South San Francisco seeks municipal advisory services for Section 115 pension trust evaluation.

Agency

California → Finance

NAICS

541611 - Administrative Management and General Management Consulting Services

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(1)

City of South San Francisco Consulting Services Agreement Template

PDF•contract-document

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Uniform Contract Format

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Timeline

PhaseSolicitation

PostedSep 25

Solicitation

Response DeadlineOct 9

Submission deadline

Response Deadline

10/09/2026, 07:00:00 PM UTCin 14 days

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Organization & Contact Information

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AgencyCalifornia → Finance

Contacts1 person available

OfficeSouth San Francisco, CA, 94080, USA

Organization / AgencyCalifornia → Finance

Office AddressSouth San Francisco, CA, 94080, USA

Contacts

Christie DonnellyFinance Director

contact@example.gov

+1 (555) 000-0000

Full Description

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The City of South San Francisco is a general law city in San Mateo County operating under a Council-Manager form of government. The City participates in the California Public Employees' Retirement System (CalPERS) for its Miscellaneous and Safety employee groups and is evaluating establishment of a Section 115 pension trust as part of its long-term pension funding and reserve strategy. The City has completed preliminary analysis of projected UAL payments and pension reserve needs and is seeking independent assistance to validate and expand that work.

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