Kern Health Systems Retirement Investment Advisory Services RFQ 2025
Kern Medical CenterPublic Hospital · Bakersfield, CA- Due
- Jan 9, 2026
- Deadline passed
- Posted
- Dec 16, 2025
- Primary contact
- Alonso Hurtado
The 30-second brief
Kern Health Systems (KHS) is seeking responses from qualified bidders for Retirement Investment Advisory Services. This RFQ outlines the requirements for these services, including investment policy statement preparation, investment selection, performance monitoring, fiduciary education, and participant education.
Reasonableness of price; experience in the market; capabilities of the bidder to effectively complete the project requirements; financial stability and completeness of the Quote response and the requested data.
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Summary
Kern Health Systems (KHS) is seeking responses from qualified bidders for Retirement Investment Advisory Services.
This RFQ outlines the requirements for these services, including investment policy statement preparation, investment selection, performance monitoring, fiduciary education, and participant education.
EVALUATION CRITERIA
4- Reasonableness of price
- Experience in the market
- Capabilities of the bidder to effectively complete the project requirements
- Financial stability and completeness of the Quote response and the requested data
REQUIRED ATTACHMENTS
Attachment A: Scope of Work, Attachment B: Schedule of Fees
- Submit to
- [email protected]
- Reported agency
- Kern Health Systems
Questions about this RFQ
How do I respond to this RFQ from Kern Medical Center?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 9, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Alonso Hurtado.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Kern Medical Center 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 Alonso Hurtado. Questions and answers are typically shared with all prospective bidders.
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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: "Reasonableness of price; experience in the market; capabilities of the bidder to effectively complete the project requirements; financial stability and completeness of the Quote response and the reque..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Kern Medical Center?
All active and historical solicitations from Kern Medical Center are tracked and searchable. As a public hospital agency, Kern Medical Center 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: Attachment A: Scope of Work, Attachment B: Schedule of Fees. Review the full document from Kern Medical Center for the complete list.