Sonoma County Supplier Systems #0000002147

Sonoma County RFP for Investment Advisor Services

Sonoma County is requesting proposals for discretionary investment advisory and management services for both the County and the Sonoma County Ag + Open Space District. - Government Buyer: - County of Sonoma (local government) - Includes services for Sonoma County Ag + Open Space District - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Products/Services Requested: - Discretionary investment advisory and management services - Active management of Ag + Open Space funds - Services must comply with the County’s Investment Policy Statement (IPS) - Unique or Notable Requirements: - Compliance with the County’s Living Wage Ordinance, which mandates annual wage rate increases during the contract period - Vendors must monitor the County’s Supplier Portal for updates and addenda - Period of Performance: - Contract term is up to five years, with annual wage adjustments - No specific part numbers or quantities beyond the advisory service contract - No federal or military facilities involved; services are for local government entities

Description

The County of Sonoma is soliciting proposals for discretionary investment advisory and management services for both the County and the Ag + Open Space District. The contract term is up to five years and includes managing investments in accordance with the County's Investment Policy Statement. The services will involve active management of the Sonoma County Ag + Open Space funds. Interested parties must monitor the County's Supplier Portal for updates and addenda.

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