What the buyer needs

AI summary

Washington County requests proposals for a cloud-based investment software solution to provide portfolio management, accounting reports, compliance monitoring, performance analytics, and risk analytics. The contract term is three years, and eligibility is limited to onshore USA organizations performing offsite work with ten to fifteen user licenses. Contractors must submit their proposals electronically by email no later than November 13, 2026, at 2:00 PM CST, with questions due by November 6, 2026. The buyer will first review submissions for mandatory compliance, then score compliant proposals using an evaluation committee based on qualifications and experience, cost, and expressed understanding of the requirements.

Scope of work

Cloud-based Portfolio Management System
10 to 15 licenses
Compliance evaluation against investment policies
Portfolio performance and risk analytics
Data download/export and ad hoc reporting in Excel and PDF
Reconciliation function including accretion and amortization calculations and exact CUSIPs/balances at custodian
Standardized and custom reporting across user-defined periods and composition groupings
Training and technical support to county personnel

How proposals are evaluated

Criterion	Weight / scoring
Expressed understanding of the services and requirements of the RFP	Not specified
Qualifications and Experience	30
Cost	20

Minimum qualifications

Past experience with county or local government
Ability to perform all mandatory investment software functions
Compatibility with Oracle BI Publisher/Analytics Publisher
Compliance with BCA background checks or fingerprint-based CJIS background checks if applicable

Documents to include with your response

Cover Letter
Qualifications and Experience section
Artificial Intelligence narrative pursuant to County Policy 3007
Conflict of Interest disclosure
Signed Appendix A – County’s Standard Terms and Conditions
Completed Appendix B – Technology Security, Risk, & Compliance Questionnaire
Signed Appendix C – Vendor/Contractor Information Technology Usage Agreement
Completed Appendix D – References (three references)
Appendix E – Fee Schedule (submitted as a separate document)

How to submit

Method: Email
Instructions: Send electronically to [email protected] with subject line marked Company Name Investment Software RFP. Combine proposal as one document except separate fee schedule. Font no smaller than 11-point.