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RFPs

Overview

Requests for Proposals
(RFP)

Any open Requests For Proposals (RFP) for services will be listed on this page. 

Please note that searches for investment managers are handled by SamCERA’s investment consulting firm. 

Post

Request for Proposal: Global Custody & Securities Lending Services
SamCERA has issued a Request for Proposal for Global Custody & Securities Lending Services. Learn more about the RFP and important dates.

Overview

San Mateo County Employees’ Retirement Association (SamCERA) is embarking on a custodian bank search to determine which firm can best fit SamCERA’s current needs.  The objective of this Request for Proposal (RFP) is to solicit proposals from vendors that can provide requested services that include, but are not limited to asset safekeeping, accounting, securities settlement, cash management, corporate actions, class actions and proxy processing, securities lending, performance and risk analytics, and miscellaneous system queries and reporting requirements.

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Request for Proposal: Actuarial Consulting Services
SamCERA has issued a Request for Proposal for Actuarial Consulting Services. Learn more about the RFP and important dates.

Overview

SamCERA has issued a Request for Proposal to solicit proposals from qualified actuarial firms to serve as an independent actuary to perform actuarial consulting. Actuarial consulting services are described in detail in the RFP document. Services will include (but are not limited to):