Berrien County Investment Advisory Services RFP 2026-017
Berrien County, Berrien County, MI·County
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- Primary Contact
- Jake Litaker · (269) 983-7111 ext 8295
- Contract Term
- 3 years
- Scope Location
- Berrien County, Michigan
SUMMARY
Berrien County is seeking proposals for Investment Advisory Services for the Berrien County Employees Retirement System. The selected firm will provide discretionary investment advisory services, acting as an objective, third-party advisor and fiduciary. Services include investment policy and objectives, asset allocation, manager search and selection, performance monitoring, and regulatory compliance.
REQUIRED ATTACHMENTS
Sworn and Notarized Affidavit of Compliance, Form ADV, sample reports, insurance coverage, client references
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from Berrien County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 18, 2026. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Jake Litaker.
Where can I find more RFPs from Berrien County?
All active and historical solicitations from Berrien County are tracked and searchable. As a county agency, Berrien County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Sworn and Notarized Affidavit of Compliance, Form ADV, sample reports, insurance coverage, client references. Review the full document from Berrien County for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Berrien County in MI, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Jake Litaker at (269) 983-7111 ext 8295. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Berrien County, Michigan. Review the full solicitation for detailed scope requirements.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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