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 Request for Proposal

Whenever OCERS is issuing Requests For Proposals (RFPs), they will be posted here. Each RFP will have its own drop-down window. Simply click on the name of the RFP and that window will open. You will be able to view all the specific information online: the desired qualifications, deadlines and important contact information. Some RFPs will have a Questions and Answers document available.

bullet RFP: Global Custodian
The Orange County Employees Retirement System (OCERS) is issuing this Request for Proposals to solicit a Global Custodian. OCERS' service provider policy requires competitive procurement of the global custodian. This RFP represents a scheduled and routine "re-bid" of our existing global custodial services agreement. State Street is the incumbent; we are not obligated to retain the incumbent nor motivated to change for the sake of change. The objective of this RFP is to identify a custodian that can meet OCERS' needs and help us cost-effectively oversee the custody of OCERS' assets.

Services to be Provided. The OCERS Global Custodian has typically provided the following services, all of which are expected to be delivered through the selected provider:
      •  Accounting
      •  Securities Settlement
      •  Cash Management
      •  Securities Lending
      •  Directed Brokerage Services
      •  Corporate Actions, Class Actions & Proxy Processing     

The bid deadline is May 20, 2016.  A pre-bid teleconference will be conducted on May 2nd.  Bidders must register their interest to receive further information, by sending a formal request from the RFP document, to RFP4Custody@ocers.org.  The trade press is directed to reference ONLY this address, please.

OCERS will not make any further comments to media beyond those presented officially in the RFP document itself.  Quiet period rules are in effect:  bidders are prohibited from communicating with OCERS board members or staff except in public meetings, or as otherwise provided in the RFP document and Quiet Period policy.

Click here to view the Global Custodian RFP (PDF).
Click here to view the Global Custodian RFP (DOCX).

 

 

 

 

 

 

 

bullet RFP: Actuarial and Consulting Services
 The Orange County Employees Retirement System (OCERS) has issued a Request for Proposals to solicit proposals from qualified actuarial firms to provide a range of actuarial services and actuarial advice to the OCERS Board of Retirement and OCERS staff.

We have modified the timeline as you will note below and will respond to all submitted questions by May 31, 2016.

  • OCERS' responses to questions - May 31
  • Proposals due to OCERS - June 28
  • OCERS will review proposals June 29 - July 6
  • Finalists notified - July 8
  • Interviews by Board - July 18

The Point of Contact for questions and all matters relating to this RFP is Brenda Shott, Assistant CEO, Finance and Internal Operations.
E-mail: ActuarialRFP@ocers.org

Click here to view the RFP.
 

 

bullet RFP: Operational Due Diligence Service Provider
The Orange County Employee Retirement System (OCERS) is issuing this Request for Proposals to solicit an Operational Due Diligence Provider.

OCERS is seeking to identify and retain one or more firms to perform operational due diligence on an as-needed basis.

The bid deadline is June 17, 2016. A pre-bid teleconference will be conducted on May 10th. Bidders must register their interest to receive further information by sending a formal request from the RFP document to RFP4ODD@ocers.org. The trade press is directed to reference ONLY this address please.

OCERS will not make any further comments to media beyond those presented officially in the RFP document itself. Quiet period rules are in effect: bidders are prohibited from communicating with OCERS board members or staff except in public meetings, or as otherwise provided in the RFP document and Quiet Period policy.

Click here to view the Operational Due Diligence Service Provider RFP (PDF).

Click here to view the Operational Due Diligence Service Provider RFP (DOCX). 

bullet RFP: Alternative Income Strategies (Exploratory RFP)
The Orange County Employees Retirement System (OCERS) has issued a new Exploratory RFP for a handful of investment strategies that would qualify for consideration as non-duplicative Alternative Income strategies.

This is an Exploratory RFP in the sense that OCERS will soon be undertaking a comprehensive asset allocation review, and presently has not established a definitive allocation for alternative income strategies as they are described in the RFP. Staff has prepared the RFP to enable OCERS to evaluate strategies that might be employed under this portfolio concept.

In this RFP, OCERS seeks pricing for prospective mandates of $100+ million from firms that presently manage at least five times that much in similar qualifying portfolios. Bidders must have an extensive and proven track record. There are 19 Minimum Required Qualifications that include explicit fee limitations. The RFP includes 65 questions that must be completed by June 27, 2016.

A pre-bid teleconference will be held June 10, 2016; advance bidder registration is required to participate. If the Investment Committee (which includes all members of OCERS' Board of Retirement) decides to proceed with this strategy, finalists could be selected in late August or September.

Click here to view the Alternative Income Strategies Exploratory RFP (PDF).

Click here to view the Alternative Income Strategies Exploratory RFP (DOCX).

 
 
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