Investment Advisory Services

The Chatham County Hospital Authority Trust (“the Trust”) is issuing this Request for Proposal (“RFP”) to identify and retain a qualified firm to provide professional investment advisory services. The Trust seeks a firm that adheres to fiduciary standards, demonstrates technical competence, provides a high level of client service, and maintains transparent communication.

The Trust was established on November 28, 2017, to fund the provision of health care for the indigent residents of Chatham County, Georgia, in accordance with O.C.G.A. Section 31-7-75.1 (the “Hospital Trust Statute”). [...] At this time the Trust maintains cash and investments of approximately $150 million.

Objectives

• The services and advice provided reflect industry standards and best practices.
• The investment advisory services support a strong fiduciary and governance structure.
• Fees are appropriate for the type and quality of services being provided.

Scope of Services

1. Investment Policy Review & Compliance: Review the IPS at least annually and ensure the portfolio remains in compliance with the IPS.
2. Asset Allocation & Portfolio Strategy: Develop and maintain a strategic asset allocation aligned with the Trust’s investment policy statement, its objectives and applicable Georgia law.
3. Investment Selection & Monitoring: Identify, evaluate, and monitor investments and investment managers on an ongoing basis. Advise on rebalancing as needed.
4. Performance Measurement & Reporting: Provide periodic performance reports benchmarked against appropriate indices, delivered within 30 days of each quarter-end. Reports should be well organized, clearly articulate views, and provide thorough documentation. We would expect a reasonable number of in-person reporting sessions in keeping with this requirement. Please share your commitment to timing and frequency in-person reporting.
5. Committee Meetings & Education: Attend periodic Investment Committee meetings or CCHA Board meetings to present performance results and investment outlook. Provide education on relevant investment topics.
6. Custodian Coordination: Coordinate with the Trust’s independent custodian or designated parties on performance reconciliation and safekeeping of assets.
7. Conflict of Interest Disclosure: Maintain transparency regarding all compensation sources, affiliated relationships, and any actual or potential conflicts of interest on an ongoing basis.

**Submission method:** Proposals must be submitted as a single PDF document through the Chatham County Bonfire portal to Jean Fleming, Director of Purchasing and Contracting no later than **5:00 p.m, Eastern Standard time on December 2, 2026**. Portal: https://chathamcountyga.bonfirehub.com/portal.

If a proposer is unable to submit their proposal on-line, they should notify the procurement contact for the solicitation at least one week prior to proposals being due to receive instructions. The phone number for Purchasing and Contracting is 912-790-1618.

Submit all questions through the County’s procurement portal Q&A section. Include the RFP number, page, and paragraph number as a reference to each question. DEADLINE FOR ALL QUESTIONS IS LISTED ON THE BONFIRE PORTAL. THE ONLY OFFICIAL ANSWER OR POSITION OF CHATHAM COUNTY WILL BE THE ONE STATED IN WRITING.

The Trust reserves the right to discontinue the Request for Proposal process, accept offers other than the lowest price offer, and negotiate with proposers at any time before any contract is awarded. The Trust wishes to finalize the consultant’s selection in the first quarter of calendar year 2027.

Provide a comprehensive fee schedule using the attached *Investment Advisor Fee Sheet*.