Fresno County Employees Retirement Association - Private Credit and Private Equity Program Evaluation and Search Assistance RFQ - 2026
Fresno County Employees Retirement AssociationCounty Department · Fresno, CA- Due
- Jun 3, 2026
- Deadline passed
- Posted
- May 6, 2026
The 30-second brief
The Fresno County Employees Retirement Association (FCERA) seeks quotes from qualified organizations to evaluate existing discretionary private credit and private equity consulting portfolios. The selected firm will review investment guidelines, conduct deep-dive analyses on performance, pacing, risk, and vintage exposure, and formulate a Plan of Action for Board consideration. Services also include developing and issuing a Request for Proposal (RFP) for ongoing advisory services if recommended. The submission deadline is June 3, 2026, at 5:00 p.m. PT. Responders must be registered investment advisors under the Investment Advisers Act of 1940 with experience consulting for U.S. public pension funds.
Evaluation of existing private credit and private equity consulting portfolios, Plan of Action report, RFP for advisory services
Ability of firm to provide the services referred to in this RFQ 35%, Experience, depth, and strength of firm and consulting team assigned to FCERA 25%, Comprehensiveness of investment analysis and approach to meeting FCERA's needs 30%, Fee proposal 10%
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Summary
The Fresno County Employees Retirement Association (FCERA) seeks quotes from qualified organizations to evaluate existing discretionary private credit and private equity consulting portfolios.
The selected firm will review investment guidelines, conduct deep-dive analyses on performance, pacing, risk, and vintage exposure, and formulate a Plan of Action for Board consideration. Services also include developing and issuing a Request for Proposal (RFP) for ongoing advisory services if recommended. The submission deadline is June 3, 2026, at 5:00 p.m. PT. Responders must be registered investment advisors under the Investment Advisers Act of 1940 with experience consulting for U.S. public pension funds.
EVALUATION CRITERIA
Ability of firm to provide the services referred to in this RFQ 35%, Experience, depth, and strength of firm and consulting team assigned to FCERA 25%, Comprehensiveness of investment analysis and approach to meeting FCERA's needs 30%, Fee proposal 10%
REQUIRED DELIVERABLES
3- Evaluation of existing private credit and private equity consulting portfolios
- Plan of Action report
- RFP for advisory services
REQUIRED ATTACHMENTS
5- Company Questionnaire (Attachment 1)
- Minimum Qualifications Certification (Attachment 2)
- RFQ Questionnaire (Attachment 3) including Exhibits A through I
- Fee Proposal (Attachment 4)
- Form ADV Part I and II
- Submit to
- [email protected]
- Scope location
- Fresno, California
Questions about this RFQ
How do I respond to this RFQ from Fresno County Employees Retirement Association?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 3, 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: [email protected].
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Fresno County Employees Retirement Association 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Evaluation of existing private credit and private equity consulting portfolios, Plan of Action report, RFP for advisory services. Proposals should clearly address how each deliverable will be met.
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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: "Ability of firm to provide the services referred to in this RFQ 35%, Experience, depth, and strength of firm and consulting team assigned to FCERA 25%, Comprehensiveness of investment analysis and app..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Fresno County Employees Retirement Association?
All active and historical solicitations from Fresno County Employees Retirement Association are tracked and searchable. As a county department agency, Fresno County Employees Retirement Association 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 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: Company Questionnaire (Attachment 1), Minimum Qualifications Certification (Attachment 2), RFQ Questionnaire (Attachment 3) including Exhibits A through I, Fee Proposal (Attachment 4), Form ADV Part I. Review the full document from Fresno County Employees Retirement Association for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Fresno, California. Review the full solicitation for detailed scope requirements.