Project Information

Bid Title

Investment Advisory Services RFP

Issuing Agency

County of Berrien

Location

Michigan

Published Date

Jan 30, 2026

Closing Date

Mar 18, 2026

Government Level

State & Local

Status

Closed

Ref. #

2026-017

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

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: Invitation to Bid 2026-017 RFP Investment Advisor 2026 Sworn and Notarized Affidavit of Compliance

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: ______________________________________________

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.