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RFP: TOTAL FUND PERFORMANCE MEASUREMENT PROVIDER

The Los Angeles County Employees Retirement Association ("LACERA") is requesting proposals from qualified firms interested in providing performance measurement services. The purpose of this RFP is to identify a performance measurement provider for LACERA’s total Fund as well as OPEB Master Trust. The specific services requested are further described in the Request for Proposal document.

Submission Requirements

The completed proposal must be delivered by 5:00 PM, PST, Friday, February 14, 2020. Any proposal delivered after the proposal deadline will not be considered. Proposals may be submitted in one of two ways: 1) emailed to readminservices@LACERA.com or 2) a USB flash drive with electronic files may be mailed to the physical address below.

Esmeralda del Bosque
Senior Investment Officer
LACERA
300 North Lake Avenue, Suite 850
Pasadena, CA 91101
readminservices@LACERA.com

The size of any emails should not exceed 32 megabytes. If necessary, attachments that have a large file size may be distributed across multiple emails. Faxed and mailed physical paper transmissions are not acceptable. Also, send one electronic copy marked "REDACTED." The redacted copy should exclude only material from your proposal that you believe in good faith is exempt from disclosure under the California Public Records Act (Cal. Gov. Code Sections 6250 et seq.) (Described in Section VI of this RFP). Redactions should appear as blacked out material or blank page(s) with the word "REDACTED" or "PROPRIETARY" inserted.

Deadline for RFP Response

The completed proposal must be delivered by 5:00 PM, PST, Friday, February 14, 2020. Any proposal delivered after the proposal deadline will not be considered.

Questions Relating to this RFP

All questions, inquiries, and requests for additional information concerning this RFP should be received no later than 5:00 PM, PST, Friday, January 24, 2020 and should be e-mailed to readminservices@LACERA.com. All questions received and responses thereto will be posted on LACERA’s website under the "RFP Opportunities" section on or about 5:00 PM PST, Friday, January 31, 2020.

Tentative Timetable

The following is a tentative schedule for this search. The evaluation and staff recommendation phases are subject to modification by LACERA.

Task Date
LACERA RFP Issued January 2020
Submission – RFP Question Deadline January 24, 2020
LACERA Response to Written Questions January 31, 2020
Submission – RFP Response Deadline February 14, 2020
RFP Evaluation February 2020
In-house and On-site Interviews March 2020
Staff Recommendation to Board of Investments 2Q 2020

RFP Materials

RFP: Total Fund Performance Measurement Provider
A1: Intent to Respond
B1: Investment Policy Statement
C1: Minimum Qualification
D1: Questionnaire
E1: Diversity & Inclusion DDQ
F1: Placement Agent Disclosure
G1: Master Investment Vendor Agreement
Responses to Questions