Stable Value Fund Investment Management Services for the City of Los Angeles Deferred Compensation Plan


General Information
BAVN ID: 40294
Category: Personal Services
Type: Request For Proposal
Description: The City of Los Angeles Deferred Compensation Plan (“DCP”) is a non-qualified tax advantaged savings program established in 1983 under Internal Revenue Code (IRC) Section 457 and City of Los Angeles Administrative Code, Division 4, Chapter 14, Sec. 4.1400-4.1410. The City’s Board of Deferred Compensation Administration (“the Board”) administers the DCP and selects its investment providers. The Board is seeking proposals for stable value fund investment management services for the DCP Stable Value Fund.
NAICS: 523920: Portfolio Management
523999: Miscellaneous Financial Investment Activities
525190: Other Insurance Funds
525990: Other Financial Vehicles

* The current status is 'Open'. The City is currently accepting bids/proposals.

Status
Status: Open *
Posted: 07/20/20
Bid Due: 08/27/20 3:00 PM

Contact
Dept: Personnel
Name: Sherry Cox
Email: sherry.cox@lacity.org
Phone: 213-473-9122

Meetings

Date Location
08/04/20
at 10:00 AM
Conducted via teleconference
Los Angeles, CA 00000

A Mandatory Pre-Proposal Conference regarding general contracting requirements will be held at 10:00 AM PST via Teleconference.

Please see Addendum #1 for updated instructions on how to join by Web or by Phone.


Documents

Please login to download listed documents for this opportunity.
Scope of Work Documents Uploaded Size
DCP Stable Value Fund RFP .pdf 07/20/20 11:20 AM 715.0 KB
Additional Documents Uploaded Size
Addendum _1 - Web Conference Instructions.pdf 07/29/20 9:38 AM 85.0 KB
Addendum _3 - Q_A from Bidders_ Conference.pdf 08/06/20 9:34 AM 239.0 KB
Addendum_2 - Investment Approach Guidelines.pdf 08/04/20 9:35 AM 406.0 KB
Attachment 00 -- Contract Compliance Submittal Checklist rev.2020.07.20 v.3 (NO BIP).pdf 07/20/20 12:21 PM 2.49 MB
Attachment 01 -- Standard Provisions for City Contracts for ASD rev 10-17 v3.pdf 07/20/20 12:23 PM 330.0 KB
Attachment 02 -- Citywide Bond Assistance Program.pdf 07/20/20 12:23 PM 1.52 MB
Attachment 03 -- Insurance Requirements.pdf 07/20/20 12:23 PM 328.0 KB
Attachment 04 -- Service Worker Retention and Living Wage Ordinance Forms.pdf 07/20/20 12:23 PM 9.47 MB
Attachment 05 -- Accounting Forms.pdf 07/20/20 12:23 PM 1.84 MB
Attachment 06 -- Compliance Documents to be Submitted Online.pdf 07/20/20 12:24 PM 15.47 MB
Attachment 07 -- Local Business Preference and Applying for Certifications.pdf 07/20/20 12:24 PM 1.83 MB
Attachment 08 -- Los Angeles Residence Information.pdf 07/20/20 12:24 PM 4.0 KB
Attachment 09 -- City of Los Angeles Contract History.pdf 07/20/20 12:24 PM 4.0 KB
Attachment 10 -- Declaration of Non-Collusion.pdf 07/20/20 12:24 PM 10.0 KB
Attachment 11 -- Contractor Responsibility Ordinance Questionnaire.pdf 07/20/20 12:27 PM 230.0 KB
Attachment 12 -- Municipal Lobbying Ordinance Forms - rev. 07-20v1.pdf 07/20/20 12:27 PM 491.0 KB
Attachment 13 -- Contributions and Fundraising Restrictions Ordinance - rev. 07-20v1.pdf 07/20/20 12:27 PM 1.05 MB
Attachment 14 -- CA Iran Contracting Act of 2010.pdf 07/20/20 12:27 PM 79.0 KB
IASVC Worksheet.xlsx 08/07/20 1:44 PM 79.0 KB
Proposal Questionnaire.xlsx 07/20/20 11:21 AM 28.0 KB
SVF RFP Addendum _ 4 - IASVC and Additional Questions.pdf 08/07/20 1:44 PM 83.0 KB