Municipal Advisory Services

The government authority in South San Francisco, CA needs a vendor to provide municipal advisory services for the evaluation, design, funding strategy, and establishment of a Section 115 pension trust. The buyer requires the selected consultant to develop a pension funding and reserve strategy, scenario modeling, a payment-smoothing strategy, an initial and ongoing funding methodology, and a pension funding policy. Furthermore, the consultant must provide city council and staff support, establish a target funding range, create a framework for trust asset usage to enhance budget predictability, and manage a competitive procurement for a Section 115 trust provider. The buyer limits eligibility to onshore USA organizations and allows work performance onsite or offsite. The buyer seeks proposals for the budget and requires all questions by October 05, 2026.