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Tulare County
· County
· California
Investment Consultant Services
PROPOSALS DUE
October 07, 2026, 5:00 pm PDT
Closed
WHAT THEY WANT
(Summarized from the RFP)
The County of Tulare is seeking an independent investment advisor with demonstrated public-agency experience to provide investment consulting services on all matters relating to the Tulare County Treasurer's Investment Pool. The consultant supplements County staff with technical and strategic advice; it provides advice only and does not manage funds. The County employs more than 5,100 people across 20 departments with a recommended fiscal year 2026 budget of $2.1 billion, and is known for its strong ending fund balance and investment-quality financial position.
DOCUMENT SET
3 documents
· 2.4MB
CHANGES SINCE PUBLISHED
1 change
WHAT OTHERS ASKED
2 questions answered
ABOUT THIS RFP
RFP number
27-007
Budget
Not Assigned
Published
Entity type
County
State
California
Summarized from the Tulare County portal.
HOW TO SUBMIT
Electronic submission only, through https://www.bidnetdirect.com/ to the Tulare County Purchasing Agent. Proposals must be signed by an agent authorized to bind the company. Required and pass/fail items: the Signature Page (page 2), the Debarment certification (Exhibit A), Insurance Requirements (Exhibit B), the Campaign Contribution Disclosure Form (Exhibit F), a reference list (Exhibit C), the Cost Proposal Detail or Fee Schedule (Exhibit D), and Company Information (Exhibit G). Questions are submitted through BidNet, and responses are posted there for all vendors.
NAICS CODES & TAGS
541611
541990
Investment Management and Portfolio Advisory
Treasury and Cash Management Services
ACROSS 539 RFPS
MORE THAN
RFPs changed their terms while active.
25 days is the median window from publication to due date; day 16 is the median first change for the 113 that changed. 539 RFPs published and due: July 23 - Sept. 30, 2026.
Bid on five RFPs, and the odds are better than two in three that at least one changes its terms before the deadline. Larger firms have staff tracking this. Start free and you’ll have it at your fingertips too.
This RFP has closed
Proposals were due October 07, 2026, 5:00 pm PDT. Leads tracks active RFPs from posting to deadline.
