SIB02-25 - Investment Consulting Services (Re-Release)

The State of California is seeking proposals for Investment Consulting Services through Request for Proposal (RFP) SIB02-25, which is a re-release of a previous solicitation. This procurement is being conducted by the state and requires interested firms to submit proposals that comply with all instructions outlined in the RFP documentation. The selected consulting firm will be expected to execute a Standard Agreement with the State of California, which incorporates by reference the General Terms and Conditions and Contractor Certification Clauses available on the California Department of General Services Office of Legal Services website. Proposals must be submitted by the deadline of February 27, 2026, with the RFP having been posted on February 6, 2026. The RFP includes a Sample Standard Agreement that outlines the terms under which the selected firm will operate, and all exhibits and general terms are non-negotiable. By submitting a proposal, responding firms explicitly agree to accept all terms and conditions specified in the RFP documentation.

The RFP documentation provided does not contain specific information regarding set-aside designations, disadvantaged enterprise restrictions, incumbent vendors, current contractors, integration requirements with existing infrastructure or technology, or award values and budget ranges. Interested firms should consult the complete RFP documentation available through the State of California's official procurement channels to obtain comprehensive details regarding any applicable eligibility restrictions, evaluation criteria, potential contract values, and technical requirements for this investment consulting services opportunity.