Investment Consulting Services

Overview

Financial, Legal, HR & Staffing

Ukiah, California, United StatesPosted about 2 months agoDeadline: April 20th, 2026

Fit Score

Settle Intelligence

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SUMMARY

The government authority in Ukiah, California requires a firm to provide comprehensive, non-discretionary investment consulting services under a four-year contract.

KEY REQUIREMENTS

BUDGET

Estimate

$1,000,000 – $2,500,000

CONTRACT DURATION

48 months

TIMELINE

Request for Proposals (RFP) issued: March 9th, 2026

RFP Questions Deadline: March 16th, 2026

RFP Answers Posted on Website: March 23rd, 2026

Due date for Submission of Proposals: April 20th, 2026

MCERA Review of RFP Submissions: April 21st – May 1st, 2026

Selection of Finalist(s): May 4th, 2026

Finalist Interview(s): May 20th, 2026

Estimated Contract Award/Execution: To be determined

QUESTION DEADLINE

March 17th, 2026

Issuing Agency

Mendocino County Employees Retirement Association

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DESCRIPTION

The government authority located in Ukiah, California is seeking a vendor to provide comprehensive, full-retainer, non-discretionary general investment consulting services. The selected investment consultant will act in a fiduciary capacity and must formally acknowledge the firm's fiduciary status in writing, without qualification.

All questions related to the request must be submitted no later than March 16, 2026. The resulting contract is anticipated to last for a four-year period, supporting the authority’s financial and investment decision-making needs throughout its term.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.