Project Information

Bid Title

Investment Portfolio Management System Services

Issuing Agency

Community Development Commission of the County of Los Angeles

Location

California

Published Date

Feb 4, 2025

Closing Date

Feb 25, 2025

Government Level

State & Local

Status

Closed

Ref. #

LACDA25-012

Original Source

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Project Description

Solicitation Details

Number:
LACDA25-012
Type:
RFP - Request for Proposals
Solicitation Title:
Investment Portfolio Management System Services
Category:
Service / Commodity
Opening Date:
01/23/2025
Closing Date:
02/25/2025 3:00 PM

Contact Person:
Claudia Perez
Phone:
(626) 586-1696
Email:
Claudia.Perez@lacda.org

Description:

Print

JANUARY 23, 2025

NOTICE
REQUEST FOR PROPOSALS
FOR
INVESTMENT PORTFOLIO MANAGEMENT SYSTEM SERVICES
RFP NO. LACDA25-012

Notice is hereby given that proposals will be received by the Los Angeles County Development Authority (LACDA) until Thursday, February 13, 2025, at 3:00 p.m. for Investment Portfolio Management System (IPMS) services. This will include furnishing all labor, material and equipment, and performing all work necessary and incidental in accordance with the Statement of Work (SOW) and contract documents. The LACDA intends to award a one-year contract with the option of four (4) one-year extensions, provided services are satisfactory and funds are available.

A Request for Proposal (RFP) package containing all submission requirements may be downloaded from the LACDA’s website at www.lacda.org, scroll to and click on “Vendors,” click on “View Open Solicitations,” and under the “Title” column, select the solicitation of interest, then click on “Download Documents Below,” and follow the instructions.

Proposers shall provide their Proposals and all required forms and documentation by the due date and time stated herein, and it shall be uploaded in a Portable Document File (PDF) (No other electronic formats will be accepted) with the electronic file name, "[PROPOSER’S NAME] - Business Proposal for IPMS Services – LACDA25-012, [DATE SUBMITTED]" and "[PROPOSER’S NAME] - Cost Proposal for IPMS Services – LACDA25-012, [DATE SUBMITTED]" at the LACDA’s website, www.lacda.org, under “Vendors”, click on “View Open Solicitations”. Then select the RFP solicitation of interest click “Upload Proposals,” and follow the registration and upload instructions. Once uploaded, the Proposer shall email Claudia Perez, Procurement Analyst, at claudia.perez@lacda.org to confirm the uploaded proposal.

Questions regarding the RFP are to be directed to Claudia Perez at (626) 586-1696 or claudia.perez@lacda.org. Si usted requiere mas información sobre este anuncio, por favor comuníquese con la Sra. Claudia Perez al siguiente numero de teléfono (626) 586-1696.

This is a HUD Section 3 Contract, and all Proposers must commit to achieving established requirements, including benchmarks, for Section 3 workers and Targeted Section 3 workers to be considered a responsive proposer and eligible for a contract award.


In submitting a proposal, each Proposer thereby agrees that, if awarded a contract, it shall execute a standard LACDA contract, a sample of which is attached to the RFP package for reference. The LACDA shall not award a contract to, or be obligated to execute a contract with, any Proposer who refuses to execute said standard LACDA contract.

The LACDA reserves the right to reject any and all proposals. This RFP is not a contract or commitment of any kind. The LACDA is not liable for costs incurred in the preparation of the respondent’s proposal. It reserves the right to issue supplementary information or guidelines related to this RFP. Notwithstanding any other provisions herein, the LACDA reserves the right in its sole discretion to waive minor technical deficiencies in the Proposals. In accordance with the Civil Rights Act of 1964, Americans with Disabilities Act of 1990, Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, it is the policy of the LACDA to assure equal opportunity to all persons, in the award and performance of any contract, without regard to race, color, sex, religion, national origin, ancestry, age, marital status, or disability.

CONTRACT REQUIREMENTS:
•        Insurances (Please refer to the Sample LACDA Contract for required values and additional requirements.)
?        General Liability Insurance with Additional Insured Endorsement. Shall include Completed Operations and be on a primary and non-contributory basis.
?        Cyber Liability Insurance.
?        Technology Errors & Omissions Insurance.
?        Professional Liability Insurance.
•        Child Support Compliance
•        Contribution and Agent Declaration
•        Default Property Tax Program
•        Equal Employment Opportunity (EEO) Act
•        Fair Chance Employment Hiring Practices Policy
•        Federal Lobbyist Requirements
•        Section 3 Provisions
•        Jury Service Program
•        Safely Surrendered Baby Law
•        Zero Tolerance Human Trafficking Policy

APPROVED BY:
__________________________________________________
DEANNA TANTRAPHOL, Procurement Officer
Los Angeles County Development Authority

Download Documents Below

Upload Proposals

Addendum #01, 02/04/2025

Solicitation Package

Commodity Codes

• NAICS 523920Portfolio Management
• NAICS 523930Investment Advice
• NAICS 541519Other Computer Related Services
• NAICS 541611Administrative Management and General Management Consulting Services

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