Vendor_Information_Request_Form_.pdf
PDF 80 KB Posted
- Attached to
- Investment Management Services
- Solicitation number
- RFP-TH-0121
- Issued by
- Los Angeles County, California
About this file
This is a Vendor Information Request Form issued by West Basin Municipal Water District, a public agency serving 17 cities and approximately one million people in the coastal Los Angeles area. The form is designed to collect comprehensive vendor data for an Investment Management Services contract to oversee the District's investment portfolio currently valued at approximately $77 million. The Request for Proposal was issued on March 13, 2026, with written questions and clarifications due March 23, 2026 at 2:00 pm and proposals due March 31, 2026 at 2:00 pm. Candidate interviews and presentations are scheduled for the week of April 13-24, 2026, with notice of recommended award anticipated the week of May 4-8, 2026 and Board recommendation on May 19, 2026. Proposals must remain valid for a minimum of 90 days from the submission deadline. Key responsibilities include daily portfolio management pursuant to the District's Investment Policy, research and recommendations for security purchases and sales, monthly and quarterly reporting with market-to-market valuations aligned with CFA Institute Global Investment Performance Standards, benchmark review and tracking, minimum two in-person presentations to the Board of Directors annually, annual investment policy reviews, custodial bank evaluation support, and annual interest income projections.
Pricing proposals must be itemized by task, including monthly statements, quarterly statements, and annual statements, with compensation structured on a time-and-material basis at rates specified in the executed agreement subject to a defined maximum contract value. West Basin retains the option to accept the proposal as submitted or use it as a basis for negotiation. Small and Local Business Enterprise incentive points are available, offering three additional points for SBE or LBE prime consultants, six points if both designations apply, and one point for subcontractors meeting at least 30 percent compensation thresholds; price proposals for SBE or LBE firms receive a 3 percent reduction in evaluation, or 6 percent if both designations apply, though the actual contract amount reflects the original proposal if selected. Qualified firms must maintain commercial general liability insurance of $2,000,000, business automobile liability of $2,000,000, workers' compensation of $1,000,000, and professional liability of $2,000,000, with West Basin named as an additional insured. Evaluation will be conducted using technical criteria including proposal completeness and quality, respondent qualifications and experience, professional qualifications of key personnel, technical approach and methodology, references, and insurance compliance. The District retains the right to terminate the agreement at any time without cause and maintains audit rights for three years following contract completion, with all work products, reports, and digital files becoming the property of West Basin.
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Text version
VENDOR INFORMATION REQUEST - West Basin Municipal Water District
Yes No
Yes No
Yes No
Entered By: Date: Yes No W-9 Received: Yes No
Email:
Title:
Address 2 (suite, unit, etc.):
Vendor Number:
Verified
SBE & LBE:
FOR PURCHASING ONLY
Email:
List the representative(s) from your organization that would like to receive a copy of the executed agreement:
Title: Print Name:
Print Name:
Email:
COMPANY INFORMATION
Complete Legal Name:
Address 1: Contact Phone:
Which Public Agency are you Certified With?
Certification Number:
Are you a Certified Small Business Enterprise (SBE)? If yes, Small Business certification must be submitted.
ACCOUNTS RECEIVABLE (remittance name and address)
City/State/Zip:
Contact Fax:
Remittance name: Contact Name:
Are you a Local Business Enterprise (LBE)?
If yes, please provide a copy of your business license.
Business License Number:
Address - Same as above
Address 1: Contact Phone:
ADDITIONAL INFORMATION
CONTRACTS/AGREEMENTS INFORMATION
Payment Discounts:
(West Basin terms: Net 30) Contact Email:
List the representative(s) from your organization that will be signing the agreement and attach proof of signature authority. Documentation should state that the representative has the authority to execute contracts—examples of proof: Articles of Incorporation, corporate resolution, written consent, etc.
Title: Print Name:
Title: Print Name:
Email:
Print Name:
Length of time at this address? Contact Email:
By signing, you authorize West Basin to verify the information stated on this form. Signature:
If applicable, do your company's products comply with the Build America, Buy America (BABA) Act?
(Product components are 65% domestically sourced.)
Address 2: Contact Fax:
City/State/Zip:
Title:
1-22-2026
| Complete Legal Name: |
| Length of time at this address: |
| Business License Number: |
| Remittance name: |
| Entered By: |
| Title: |
| Certification Number: |
| Which Public Agency are you Certified With: |
| Address 1: |
| Address 2: |
| Contact Fax: |
| Contact Phone: |
| City/State/Zip: |
| Contact Email: |
| Contact Name: |
| Print Name: |
| Email: |
| Vendor Number: |
| Payment Discounts: [NET 30 Days] |
| Contact Fax 2: |
| Address 3: |
| Address 4: |
| Contact Phone 2: |
| Contact Email 2: |
| City/State/Zip Code: |
| Title 1: |
| Title 2: |
| Title 3: |
| Title 4: |
| Print Name 2: |
| Print Name 3: |
| Print Name 4: |
| Email 2: |
| Email 3: |
| Email 4: |
| Print Name 1: |
| Date1_af_date: |
| Group5: Off |
| Check Box8: Off |
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