DATE: March 23, 2021
SUBJECT: RFP Results
Bid No.: RFP 21-049SB
Bid Name: City of Corona Professional Investment Services RFP Open Date: February 17, 2021
Proposal Due Date: March 10, 2021; 10:00 a.m.
Advertised Date: February 17, 2021
Number of Vendors solicited: 50
Number of Vendors who downloaded RFP: 11
Number of Proposals received: 3
Rank of the Firms after RFP Evaluation
Vendor Rank
Chandler Asset Management 1
PFM Asset Management LLC 2
Wells Fargo Advisors 3
Proposals are currently under review and this summary is provided as a matter of information only. The apparent high scoring proposal is tentative upon final approval of the City’s authorized contracting party.
Sign below if you concur with the proposal evaluation results and wish to proceed with award of a contract and purchase order to the highest ranked proposer.
Approved By:
_________________________
Signature
_________________________
Name
_________________________
Title
DocuSign Envelope ID: B777A745-79CC-4F6B-9122-140642BF44DE Acting Administrative Services Director
Kim Sitton