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File #: 17-649   
Type: Orange County Transportation Authority Item Status: Committee Ready - Consent
File created: 6/29/2017 In control: Board
On agenda: 7/24/2017 Final action: 7/24/2017
Title: Approval to Release Request for Proposals for Investment Management Services
Sponsors: Rodney Johnson, Andrew Oftelie
Attachments: 1. Staff Report, 2. Attachment A

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.