Investment Advisory Government Bids & RFPs

The proposal due date is january 22, 2026 @4: 00pm est

Payments for goods/services will be made in arrears only upon receipt of a proper invoice, detailing the goods/services provided or receipt of the goods/services, whichever is later. Payments for software maintenance, licenses, or subscriptions may be paid annually in advance.

The vendor expressly warrants that the goods and/or services covered by this contract will: a conform to the specifications, drawings, samples, or other description furnished or specified by the board b be merchantable and fit for the purpose intended and c be free from defect in material and workmanship.

The selection will be based on a combination of factors, including qualifications, experience, proposed services, and overall value to the fund.

Failure to comply with any mandatory provision will result in disqualification from consideration.

Questions must be submitted in writing on or before the date listed and to the email address listed below to be considered. Question submission deadline: january 15, 2026 @4: 00pm est

The bid notice states submission deadline 11: 00 a. m. february 4, 2026.

The city will select the most advantageous submission based on all of the evaluation factors set forth at the end of this rfpq. The city will make the awards that is in the best interest of the city. Each submission must satisfy the objectives and requirements detailed in this rfpq. The successful respondent shall be determined by an evaluation of the total content of the submission.

Respondents should submit technical qualifications which contain the following: a. the name of the respondent, the principal place of business and, if different, the place where the services will be provided. b. respondent must have a minimum of ten 10 years, experience, as a financial advisor, and a minimum of ten 10 years servicing, the city of orange or other governmental entities. c. the education, qualifications, experience, and training of all persons who would be assigned to provide services along with their names and titles. 1. the respondent must be certified financial advisor and provide current municipal securities rulemaking board certificate. d. a listing of all other engagements where services of the types being proposed were provided in the past five 5 years. this should include other municipal governments and other levels of government. contact information for the recipients of the similar services must be provided. the city may obtain references from any of the parties listed. 1. a description of all other areas of financial advisor services of the respondent, with emphasis on a description of those services of interest to a municipal government client. e. a statement that neither the firm nor any individuals assigned to this engagement are suspended, or otherwise prohibited from professional practice by any federal, state, or local agency. f. an affirmative action statement copy of form attached. g. a completed noncollusion affidavit copy of form attached. h. a statement that the respondent will comply with the general terms and conditions required by the city and enter into the citys standard professional services contract. i. a copy of the respondents business registration certificate.