Investment Advisory Services RFP

Location: Michigan
Posted: Jan 30, 2026
Due: Mar 18, 2026
Agency: County of Berrien
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
Solicitation No: 2026-017
Publication URL: To access bid details, please log in.
Bid Number: 2026-017
Bid Title: Investment Advisory Services RFP
Category: Berrien County Bids
Status: Open
Description:

The Berrien County Administration Department is seeking proposals for Investment Advisory Services. Proposals are required to be in a sealed envelope and must be received by the Purchasing Department at 701 Main Street, St. Joseph, MI no later than March 18, 2026 at 09:00 AM ET. Bid 2026-017 will be opened that same day at approximately 09:30 AM ET in the Board of Commissioners Room on the second floor (ground level).

Please note that if you have previously filled out the Affidavit of Compliance for the year 2026 it is not necessary to send another one.

Publication Date/Time:
1/30/2026 9:00 AM
Closing Date/Time:
3/18/2026 9:00 AM
Contact Person:
Jake Litaker
269-983-7111, Ext. 8295
[email protected]
Plan & Spec Available:
Please see specifications provided.
Business Hours:
8:30 am - 5:00 pm
Qualifications:
Please see specifications provided.
Special Requirements:
Please see specifications provided.
Related Documents:

Attachment Preview

INVITATION
TO BID
BID DATE: 1/30/2026
PLEASE REFER TO BID NO. 2026-017
QUOTE NOT LATER THAN: 3/18/2026 BY 9:00AM(ET)
TO:
VENDOR NAME:
ADDRESS:
CONTACT:
TELEPHONE #:
EMAIL:
FROM:
PURCHASING DEPARTMENT
COUNTY OF BERRIEN, MICHIGAN
ADMINISTRATION CENTER
701 MAIN STREET
ST. JOSEPH, MICHIGAN 49085
PLEASE INDICATE “BID NO. 2026-017” ON OUTSIDE OF SEALED ENVELOPE TO INSURE PROPER
BID PLACEMENT. DELIVERY REQUIREMENTS: AS PER SPECIFICATIONS
The Berrien County Board of Commissioners reserves the right to reject any and all bids or make any deviations
deemed in the best interest of Berrien County.
Quality: All materials/services furnished must be the best of their respective kinds (unless otherwise specified) and will
be subject to our inspection and approval after delivery. If materials are rejected it will be held for disposition at your
risk and expense.
QUANTITY
DESCRIPTION
REQUEST FOR BID ON THE FOLLOWING:
Investment Advisory Services
PER M PRICE
TOTAL
PLEASE SEE ATTACHED SPECIFICATIONS
Please send one (1) electronic copy (PDF) and 12 printed copies
in a sealed envelope
QUANTITY
DESCRIPTION
PURSUANT TO MICHIGAN PUBLIC ACT 517 OF 2012, AN IRAN-
LINKED BUSINESS IS NOT ELIGIBLE TO SUBMIT A BID FOR THIS
RFP. FURTHER, EACH BID SUBMISSION MUST INCLUDE
WRITTEN CERTIFICATION BY THE BIDDER THAT THE BIDDER
IS NOT AN IRAN LINKED BUSINESS (SEE ATTACHED FORM). A
BID SUBMISSION WITHOUT THE REQUIRED WRITTEN
CERTIFICATION MAY BE REJECTED AS INCOMPLETE AND
VIOLATIVE OF LAW. A SUSTAINED DETERMINATION BY THE
COUNTY THAT A BIDDER HAS SUBMITTED A FALSE
CERTIFICATION OF BEING AN IRAN LINKED BUSINESS MAY
RESULT IN THE CANCELLATION OF AN EXISTING CONTRACT, A
CANCELLATION OF INTENT TO ENTER INTO A NEW CONTRACT,
AND/OR REPORTING OF THE BIDDER TO THE STATE ATTORNEY
GENERAL, AND POSSIBLE FINES AND COSTS, AND BAR FROM
FURTHER BIDDING ON COUNTY RFP’S FOR AN ADDITIONAL 3
YEARS, AS PROVIDED UNDER P.A. 517 OF 2012.
PER M PRICE
MEMBER OF HPS (HOSPITAL PURCHASING SERVICES),
STATE OF MICHIGAN MIDEAL PURCHASING PROGRAM,
AND NATIONAL JOINT POWERS ALLIANCE
ANY QUESTIONS REGARDING BID SPECIFICATIONS, PLEASE
CONTACT Jake Litaker at 269-983-7111 ext. 8295 or
jlitaker@berriencounty.org
ALL OTHER QUESTIONS REGARDING THE BID PROCESS, PLEASE
CONTACT THE PURCHASING DEPT. AT 269-983-7111 EXT. 8003
TOTAL
___________________________________________________
CINDI CONNELL
cconnell@berriencounty.org
FINANCIAL ACCOUNTANT/ANALYST
PHONE: 269-983-7111 EXT. 8003
FAX 269-982-8668
BIDDERS NAME: ________________________________________
BIDDERS PHONE NUMBER: ________________________________
BID DATE: ______________________________________________
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.