Sonoma County Investment Advisor Services RFP 2026
Sonoma County Agricultural Preservation And Open Space DistrictSpecial District · Santa Rosa, CA- Due
- Apr 29, 2026
- Deadline passed
- Posted
- Mar 24, 2026
- Contract term
- 5 years
The 30-second brief
Sonoma County Agricultural Preservation and Open Space District and the County Auditor-Controller-Treasurer-Tax Collector are seeking proposals for discretionary investment advisory and management services. The contract will be for a maximum of five years.
Actively manage funds, Monitor opportunities, Provide investment research and supervision, Conduct continuous investment program, Furnish reports on investments, Demonstrate monthly compliance with IPS, Communicate strategy, Interface with custodian, Provide market condition information.
Quality of the proposal, Demonstrated ability to perform the services described, Experience, qualifications and expertise, Quality of work as verified by references, Quality of reports and performance management reporting, Fees, A demonstrated history of providing similar services to comparable entities in a high quality manner, The locality of the Investment Advisor, Insurance coverage, Willingness to accept the County and Ag + Open Space's contract terms, Any other factors the evaluation committee deems relevant.
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Summary
Sonoma County Agricultural Preservation and Open Space District and the County Auditor-Controller-Treasurer-Tax Collector are seeking proposals for discretionary investment advisory and management services. The contract will be for a maximum of five years.
EVALUATION CRITERIA
Quality of the proposal, Demonstrated ability to perform the services described, Experience, qualifications and expertise, Quality of work as verified by references, Quality of reports and performance management reporting, Fees, A demonstrated history of providing similar services to comparable entities in a high quality manner, The locality of the Investment Advisor, Insurance coverage, Willingness to accept the County and Ag + Open Space's contract terms, Any other factors the evaluation committee deems relevant.
REQUIRED DELIVERABLES
9- Actively manage funds
- Monitor opportunities
- Provide investment research and supervision
- Conduct continuous investment program
- Furnish reports on investments
- Demonstrate monthly compliance with IPS
- Communicate strategy
- Interface with custodian
- Provide market condition information
REQUIRED ATTACHMENTS
4- Attachment 1: Proposal Cover Sheet
- Attachment 2: Sample Agreement for Services
- Attachment 3: County of Sonoma Investment Policy Statement
- Attachment 4: Declaration of Local Business for Services
REQUIRED STAFFING
4- Submit to
- https://esupplier.sonomacounty.ca.gov/
- Scope location
- Sonoma County, California
- Reported agency
- Sonoma County Agricultural Preservation and Open Space District
Questions about this RFP
How do I respond to this RFP from Sonoma County Agricultural Preservation And Open Space District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 29, 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: https://esupplier.sonomacounty.ca.gov/.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Sonoma County Agricultural Preservation And Open Space District 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 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.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: portfolio managers, portfolio strategists, credit researchers, investment accountants. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Actively manage funds, Monitor opportunities, Provide investment research and supervision, Conduct continuous investment program, Furnish reports on investments, Demonstrate monthly compliance with IPS, Communicate strategy, Interface with custodian, Provide market condition information.. 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: "Quality of the proposal, Demonstrated ability to perform the services described, Experience, qualifications and expertise, Quality of work as verified by references, Quality of reports and performance..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Sonoma County Agricultural Preservation And Open Space District?
All active and historical solicitations from Sonoma County Agricultural Preservation And Open Space District are tracked and searchable. As a special district agency, Sonoma County Agricultural Preservation And Open Space District 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 5 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. This solicitation specifically requires the following attachments: Attachment 1: Proposal Cover Sheet, Attachment 2: Sample Agreement for Services, Attachment 3: County of Sonoma Investment Policy Statement, Attachment 4: Declaration of Local Business for Services. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Sonoma County Agricultural Preservation And Open Space District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sonoma County, California. Review the full solicitation for detailed scope requirements.