Rockingham County Retirement Plan Investment Consulting Services RFP 2026
Rockingham CountyCounty · Harrisonburg, VA- Due
- Apr 24, 2026
- Deadline passed
- Posted
- Mar 26, 2026
- Contract term
- 3 years
- Primary contact
- Rebecca Guthrie
- (540) 564-3010
The 30-second brief
Rockingham County is seeking proposals from qualified independent firms to provide investment consulting services for its supplemental retirement plans for employees and retirees. The services include providing objective advice, research, analysis, and recommendations on investment policies, fund selection, and performance evaluation.
Signed Signature Sheet, Plan/Methodology, Qualifications/Experience, Price Schedule
Specific plans or methodology, Ability/capacity/skill, Qualifications and Experience, Price
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Summary
Rockingham County is seeking proposals from qualified independent firms to provide investment consulting services for its supplemental retirement plans for employees and retirees.
The services include providing objective advice, research, analysis, and recommendations on investment policies, fund selection, and performance evaluation.
EVALUATION CRITERIA
4- Specific plans or methodology
- Ability/capacity/skill
- Qualifications and Experience
- Price
REQUIRED DELIVERABLES
4- Signed Signature Sheet
- Plan/Methodology
- Qualifications/Experience
- Price Schedule
- Submit to
- 20 East Gay Street, Harrisonburg VA 22802
- Duration
- 24 months
- Scope location
- Rockingham County, Virginia
Questions about this RFP
How do I respond to this RFP from Rockingham County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 24, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: 20 East Gay Street, Harrisonburg VA 22802. For questions, contact Rebecca Guthrie.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Rockingham County in VA, 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 Rebecca Guthrie at (540) 564-3010. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Signed Signature Sheet, Plan/Methodology, Qualifications/Experience, Price Schedule. Proposals should clearly address how each deliverable will be met.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Specific plans or methodology, Ability/capacity/skill, Qualifications and Experience, Price" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Rockingham County?
All active and historical solicitations from Rockingham County are tracked and searchable. As a county agency, Rockingham 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. Review the full document from Rockingham 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: Rockingham County, Virginia. Review the full solicitation for detailed scope requirements.