County of San Diego - Investment Advisory Services - RFQ 12896 (2026)
San Diego CountyCounty · San Diego County, CA- Due
- Oct 16, 2026
- 3 days left
- Posted
- Sep 17, 2026
- Contract term
- 3 years
- Primary contact
- Stacy Mendoza
- (858) 505-6367
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THE 30-SECOND BRIEF
The County of San Diego is seeking quotes from qualified firms to provide professional investment advisory services, compliance monitoring, record-keeping, reporting, and a web-based Treasury Management System (TMS) for the Treasurer-Tax Collector's Office. The work includes oversight of the Local Government Investment Pool (approx. $16.6 billion in assets) and stand-alone portfolios such as the tobacco securitization endowment. The anticipated contract term is an initial three-year period with two one-year option periods. Quotes are due by October 16, 2026, at 5:00 p.m., with questions due by September 25, 2026. Submissions must be uploaded electronically via BuyNet.
Technical merit, experience, capacity, history of offeror compliance, availability, price, sustainability and social impact, cultural competency
SUMMARY
The County of San Diego is seeking quotes from qualified firms to provide professional investment advisory services, compliance monitoring, record-keeping, reporting, and a web-based Treasury Management System (TMS) for the Treasurer-Tax Collector's Office.
The work includes oversight of the Local Government Investment Pool (approx. $16.6 billion in assets) and stand-alone portfolios such as the tobacco securitization endowment. The anticipated contract term is an initial three-year period with two one-year option periods. Quotes are due by October 16, 2026, at 5:00 p.m., with questions due by September 25, 2026. Submissions must be uploaded electronically via BuyNet.
EVALUATION CRITERIA
8- Technical merit
- Experience
- Capacity
- History of offeror compliance
- Availability
- Price
- Sustainability and social impact
- Cultural competency
REQUIRED ATTACHMENTS
7- Offeror's Cover Page (PC600)
- Representations and Certifications form (PC601)
- Small-Local Business Self-Certification Form (PC610)
- Nondisclosure Indemnification Agreement (PC620)
- Form ADV Parts 1 and 2
- Federal SEC Registration Verification
- California State Notice Filing
- Submit to
- https://sdbuynet.sandiegocounty.gov/
- Duration
- 60 months
- Scope location
- San Diego, CA
- Reported agency
- County of San Diego
Questions about this RFP
How do I respond to this RFQ from San Diego County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 16, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://sdbuynet.sandiegocounty.gov/. For questions, contact Stacy Mendoza.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including San Diego County in CA, 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 RFQ 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 Stacy Mendoza at (858) 505-6367. Questions and answers are typically shared with all prospective bidders.
Can I search RFQs 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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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical merit, experience, capacity, history of offeror compliance, availability, price, sustainability and social impact, cultural competency" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Diego County?
All active and historical solicitations from San Diego County are tracked and searchable. As a county agency, San Diego 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.
Is this solicitation still open for submissions?
Based on the posted deadline of October 16, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFQ?
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: Offeror's Cover Page (PC600), Representations and Certifications form (PC601), Small-Local Business Self-Certification Form (PC610), Nondisclosure Indemnification Agreement (PC620), Form ADV Parts 1 a. Review the full document from San Diego County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: San Diego, CA. Review the full solicitation for detailed scope requirements.