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Title
Approval to Release Request for Proposals for Investment Management Services
Overview
Staff has developed a draft request for proposals to initiate the competitive procurement process to select firms to provide investment management services of the Orange County Transportation Authority’s investment portfolio.
Recommendation(s)
A. Approve the proposed evaluation criteria and weightings for Request for Proposals 7-1813 for investment management services.
B. Approve the release of Request for Proposals 7-1813 for investment management services of the Orange County Transportation Authority’s investment portfolio for a five-year initial term with two, two-year option terms.