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 'Open'. The City is currently accepting bids/proposals.

Status
Status: Open *
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.


Documents

Please login to download listed documents for this opportunity.
Scope of Work Documents Uploaded Size
DCP Investment Management Services RFP - FINAL.pdf 08/13/20 4:15 PM 892.0 KB
Additional Documents Uploaded Size
Addendum 1 - Response to Questions1.pdf 08/26/20 3:51 PM 223.0 KB
Addendum 10 - Response to Questions.pdf 09/23/20 10:34 AM 194.0 KB
Addendum 2 - Pre-Proposal Conference Attendees.pdf 08/28/20 8:05 AM 68.0 KB
Addendum 3 - Response to Questions.pdf 09/04/20 2:11 PM 82.0 KB
Addendum 4 - Response to Questions.pdf 09/09/20 7:08 AM 125.0 KB
Addendum 5 - Response to Questions.pdf 09/11/20 8:03 AM 134.0 KB
Addendum 6 - Response to Questions.pdf 09/14/20 8:44 AM 228.0 KB
Addendum 7 - Response to Questions.pdf 09/15/20 1:07 PM 237.0 KB
Addendum 8 - Response to Questions.pdf 09/16/20 9:33 AM 105.0 KB
Addendum 9 - Response to Questions.pdf 09/22/20 4:32 PM 245.0 KB
Attachment 00 -- Contract Compliance Submittal Checklist rev.2020.07.20 v.3 (NO BIP).pdf 08/13/20 4:25 PM 2.49 MB
Attachment 01 -- Standard Provisions for City Contracts for ASD rev 10-17 v3.pdf 08/13/20 4:29 PM 330.0 KB
Attachment 02 -- Citywide Bond Assistance Program.pdf 08/13/20 4:29 PM 1.52 MB
Attachment 03 -- Insurance Requirements.pdf 08/13/20 4:29 PM 328.0 KB
Attachment 04 -- Service Worker Retention and Living Wage Ordinance Forms.pdf 08/13/20 4:29 PM 9.47 MB
Attachment 05 -- Accounting Forms.pdf 08/13/20 4:29 PM 1.84 MB
Attachment 06 -- Compliance Documents to be Submitted Online.pdf 08/13/20 4:31 PM 15.47 MB
Attachment 07 -- Local Business Preference and Applying for Certifications.pdf 08/13/20 4:31 PM 1.83 MB
Attachment 08 -- Los Angeles Residence Information.pdf 08/13/20 4:31 PM 4.0 KB
Attachment 09 -- City of Los Angeles Contract History.pdf 08/13/20 4:31 PM 4.0 KB
Attachment 10 -- Declaration of Non-Collusion.pdf 08/13/20 4:31 PM 10.0 KB
Attachment 11 -- Contractor Responsibility Ordinance Questionnaire.pdf 08/13/20 4:32 PM 230.0 KB
Attachment 12 -- Municipal Lobbying Ordinance Forms - rev. 07-20v1.pdf 08/13/20 4:32 PM 491.0 KB
Attachment 13 -- Contributions and Fundraising Restrictions Ordinance - rev. 07-20v1.pdf 08/13/20 4:32 PM 1.05 MB
Attachment 14 -- CA Iran Contracting Act of 2010.pdf 08/13/20 4:32 PM 79.0 KB
Attachment 15 -- Business Inclusion Program.pdf 08/13/20 4:32 PM 3.82 MB
Proposal Questionnaire (1).xlsx 08/13/20 4:15 PM 22.0 KB