County of Alameda #902732

Alameda County Seeks Consultant for Treasury Pool Evaluation Services

The County of Alameda is seeking an independent consultant to evaluate its Treasurer’s Investment Pool. - Government Buyer: - County of Alameda, General Services Agency (GSA) Procurement - Contact: N. Peng - Services Requested: - Treasury Pool Evaluation Services - Comprehensive review of the County Treasurer’s Investment Pool - Evaluation period covers at least the previous five years - Assessment areas: historical performance, governance practices, benchmarking methodologies, reporting practices - Analysis of the recently adopted Ethical Investment Policy (EIP), including comparison to similar policies elsewhere and their impact on performance and risk management - Deliverables: written report with findings and recommendations, oral presentation to County staff and Board of Supervisors - Notable Requirements: - Bidders must have at least five years of relevant experience - Demonstrated expertise in public investment pool evaluation, benchmarking, and ethical investment policy analysis - No specific OEMs or product vendors are named, as this is a professional services solicitation - Period of Performance: - One-year contract with an option to renew for an additional year - Place of Performance: - County of Alameda, 1401 Lakeside Drive, 10th Floor, Oakland, CA 94612

Description

The County of Alameda is seeking an independent consultant to conduct a comprehensive evaluation of the County Treasurer's Investment Pool covering at least the previous five years. The evaluation will assess historical performance, governance practices, benchmarking methodologies, reporting practices, and identify opportunities for improvement consistent with industry best practices. The consultant will prepare a written report and provide an oral presentation of findings and recommendations to County staff and the Board of Supervisors. The contract is for one year with an option to renew for an additional year.

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