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
- Scope Location
- St. Joseph, MI
- Submission Address
- 701 Main Street, St. Joseph, MI
SUMMARY
The Berrien County Administration Department is seeking proposals for Investment Advisory Services under solicitation 2026-017. The scope involves providing professional financial advisory and investment management services for the county. Proposals must be submitted in a sealed envelope to the Purchasing Department at 701 Main Street, St. Joseph, MI. The submission deadline is March 18, 2026, at 9:00 AM ET, with a public bid opening scheduled for 9:30 AM ET the same day in the Board of Commissioners Room. Vendors who have already filed an Affidavit of Compliance for 2026 do not need to resubmit one. Primary contact for this solicitation is Jake Litaker.
REQUIRED DELIVERABLES
Please see specifications provided.
REQUIRED ATTACHMENTS
Affidavit of Compliance
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. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 701 Main Street, St. Joseph, MI. 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 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: Affidavit of Compliance. 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. 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: St. Joseph, MI. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Please see specifications provided.. Proposals should clearly address how each deliverable will be met.
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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