Government Contract | California
CREDIT AND FINANCIAL REPORTING SERVICES

Bid Information


Bid Alert No: 00000534545

Bid Title: CREDIT AND FINANCIAL REPORTING SERVICES

Agency Bid No. Title: RFP-PRO-FY16-0152

Received Date: 04/05/2016

Close Date: 04/12/2016

Purchase Type: Not Stated

Delivery Point: Santa Clara County, California

Delivery Date: Not Stated

Specifications

Specifications include, but are not limited to: The County of Santa Clara (hereafter, County) is requesting proposals from qualifiedcontractors to provide credit and financial reporting services for short-term and long-termdebt. The County has approximately six billion dollars in total assets and manages avariety of operating fixed income portfolios including a local government investment pool,short duration tax exempt, and Barclays intermediate portfolios. To support ourinvestment process, the County requires credit ratings research from a NationallyRecognized Statistical Rating Organization (NRSRO) and other related researchcovering a broad range of securities and issuers. The following is the specific sectorsthe County requires credit and financial research information: Debt issued by industrial corporations for global investment grade short-term andlong-term debt. Debt issued by bank/finance corporations for global investment grade short-termand long-term debt. Supranational debt obligations. Debt issued by US domestic entities in the Municipal sector both short-term andlong-term debt. Structured finance debt collateralized autos, cards, equipment receivables, andothers.The County requires a reporting service that will augment the current internal creditreview process. The ideal solution will have the capability to provide the following: Deliver analytic information in an easily digestible and accessible format. Make available clearly spelled out rating criteria and other evaluation factors. Provide access to rating analysts. Provide supporting documentation. Conduct peer and industry analysis. Provide software credit monitoring tools. Market based credit predictors. Financial statement data feeds. Credit risk management applications.The County seeking a service provider who can be viewed as comprehensive source forcredit (new issue and maintenance), industry trends, rating analyst access, andstandardized research methodology. The expectation is the service should becomprehensive enough to integrate our work product into the Countys ongoing creditdecision making activities.Offerors may submit only one proposal. The solution must meet the businessrequirements as defined in this RFP. The County reserves the right to purchaseadditional products and services, if any, from third party suppliers.

Bid Related Documents

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Amendments

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Product Code: 94636

Agency Information


Issuing Agency: County of Santa Clara

State: California

Agency Type: State and Local

Contact: Nate Bruce

Phone: 408-491-7463

Email: nate.bruce@prc.sccgov.org

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