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Bid Title: RFP for Section 115 Pension Trust Fund Administration and Investment Management Services
Category: Administration
Status: Closed



The City of Laguna Niguel (hereinafter referred to as the “City”) is requesting Proposals from qualified firms (hereinafter referred to as “Proposers”) who offer Internal Revenue Service (IRS) Code Section 115 pension trust administration (“Trust”) and investment management services to California local government agencies. Prior to submitting a Proposal, proposers are advised to carefully read the instructions, including the Sample Professional Service Agreement and any attachments/ exhibits. The term of this agreement is expected to be for three (3) years with one (1) two-year option to renew. The City reserves the right to cancel any agreement at any time upon thirty (30) days written notice of its intent to terminate.

All proposals must be received by the City, no later than 4:00 pm on Friday, November 1, 2019. Late proposals will not be considered.  Submit one original, five (5) hard copies plus one electronic copy/flash drive of your Proposal in sufficient detail to allow for thorough evaluation and comparative analysis in a sealed marked envelope.

Publication Date/Time:
9/27/2019 12:00 AM
Closing Date/Time:
11/1/2019 4:00 PM
Addendum Date/Time:
Contact Person:
Jarod Nozawa
Related Documents:

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