Government Contract | California
Investment Advisory Services

Bid Information


Bid Alert No: 00000462272

Bid Title: Investment Advisory Services

Agency Bid No. Title: 0116-G

Received Date: 01/20/2016

Close Date: 02/18/2016

Purchase Type: Three (3) year contract.

Delivery Point: West Covina, California

Delivery Date: Not Stated

Special Notices: Questions Due By 02/04/2016

Specifications

Specifications include, but are not limited to: Assist the City with maturity analysis Provide credit analysis of investment instruments in portfolio Provide monthly/quarterly annual reporting on all government entity funds Attend meetings with City staff and the City Treasurer. Evaluate market risk and develop strategies that minimize the impact on theportfolio Review the Citys Investment Policy and make recommendations for changeas appropriate. Provide assurance of portfolio compliance with applicable policies andlaws and the Citys Investment Policy Establish an appropriate performance benchmark Indicate full understanding of Investment Policy Ensure portfolio structure matches City objectives

Bid Related Documents

Download Document

Amendments

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Product Codes: 94648, 94656

Agency Information


Issuing Agency: City of West Covina

State: California

Agency Type: State and Local

Contact: Maria Delira, Purchasing Division Purchasing, Rm. 308, 1444 W. Garvey Ave, West Covina, California, 91790

Phone: 626-939-8443

Fax: 626-813-8664

Email: maria.delira@westcovina.org

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