Investment Management Services for the City of Los Angeles Deferred Compensation Plan
| General Information | |
|---|---|
| BAVN ID: | 40491 |
| 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 from qualified investment managers to manage certain components of the DCP’s core investment options. |
| Opportunity Forms: |
Please login to view the forms.
|
| NAICS: |
523920: Portfolio Management 523999: Miscellaneous Financial Investment Activities 525190: Other Insurance Funds 525990: Other Financial Vehicles |
| * | The current status is 'Closed'. The City is performing the technical evaluations of the bids/proposals that were submitted prior to the Bid Due date and time. |
| Status | |
|---|---|
| Status: | Closed * |
| Posted: | 08/17/20 |
| Bid Due: | 10/01/20 3:00 PM |
| Contact | |
|---|---|
| Dept: | Personnel |
| Name: | Sherry Cox |
| Email: | sherry.cox@lacity.org |
| Phone: | |
Meetings
| Date | Location |
|---|---|
|
09/01/20 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 review Page 1 of the RFP document and any addenda for instructions on how to join.
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Documents
Please login to download listed documents for this opportunity.
| Scope of Work Documents | Uploaded | Size |
|---|---|---|
DCP Investment Management Services RFP - FINAL.pdf
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08/13/20 4:15 PM | 892.0 KB |
| Additional Documents | Uploaded | Size |
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Addendum 1 - Response to Questions1.pdf
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08/26/20 3:51 PM | 223.0 KB |
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Addendum 10 - Response to Questions.pdf
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09/23/20 10:34 AM | 194.0 KB |
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Addendum 11 - Response to Questions.pdf
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09/28/20 2:08 PM | 408.0 KB |
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Addendum 12 - Response to Questions.pdf
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09/29/20 12:36 PM | 96.0 KB |
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Addendum 2 - Pre-Proposal Conference Attendees.pdf
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08/28/20 8:05 AM | 68.0 KB |
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Addendum 3 - Response to Questions.pdf
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09/04/20 2:11 PM | 82.0 KB |
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Addendum 4 - Response to Questions.pdf
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09/09/20 7:08 AM | 125.0 KB |
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Addendum 5 - Response to Questions.pdf
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09/11/20 8:03 AM | 134.0 KB |
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Addendum 6 - Response to Questions.pdf
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09/14/20 8:44 AM | 228.0 KB |
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Addendum 7 - Response to Questions.pdf
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09/15/20 1:07 PM | 237.0 KB |
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Addendum 8 - Response to Questions.pdf
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09/16/20 9:33 AM | 105.0 KB |
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Addendum 9 - Response to Questions.pdf
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09/22/20 4:32 PM | 245.0 KB |
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Attachment 00 -- Contract Compliance Submittal Checklist rev.2020.07.20 v.3 (NO BIP).pdf
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08/13/20 4:25 PM | 2.49 MB |
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Attachment 01 -- Standard Provisions for City Contracts for ASD rev 10-17 v3.pdf
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08/13/20 4:29 PM | 330.0 KB |
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Attachment 02 -- Citywide Bond Assistance Program.pdf
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08/13/20 4:29 PM | 1.52 MB |
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Attachment 03 -- Insurance Requirements.pdf
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08/13/20 4:29 PM | 328.0 KB |
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Attachment 04 -- Service Worker Retention and Living Wage Ordinance Forms.pdf
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08/13/20 4:29 PM | 9.47 MB |
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Attachment 05 -- Accounting Forms.pdf
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08/13/20 4:29 PM | 1.84 MB |
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Attachment 06 -- Compliance Documents to be Submitted Online.pdf
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08/13/20 4:31 PM | 15.47 MB |
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Attachment 07 -- Local Business Preference and Applying for Certifications.pdf
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08/13/20 4:31 PM | 1.83 MB |
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Attachment 08 -- Los Angeles Residence Information.pdf
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08/13/20 4:31 PM | 4.0 KB |
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Attachment 09 -- City of Los Angeles Contract History.pdf
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08/13/20 4:31 PM | 4.0 KB |
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Attachment 10 -- Declaration of Non-Collusion.pdf
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08/13/20 4:31 PM | 10.0 KB |
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Attachment 11 -- Contractor Responsibility Ordinance Questionnaire.pdf
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08/13/20 4:32 PM | 230.0 KB |
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Attachment 12 -- Municipal Lobbying Ordinance Forms - rev. 07-20v1.pdf
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08/13/20 4:32 PM | 491.0 KB |
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Attachment 13 -- Contributions and Fundraising Restrictions Ordinance - rev. 07-20v1.pdf
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08/13/20 4:32 PM | 1.05 MB |
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Attachment 14 -- CA Iran Contracting Act of 2010.pdf
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08/13/20 4:32 PM | 79.0 KB |
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Attachment 15 -- Business Inclusion Program.pdf
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08/13/20 4:32 PM | 3.82 MB |
Proposal Questionnaire (1).xlsx
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08/13/20 4:15 PM | 22.0 KB |
