DOCUMENT

RFP - Investment Management & Trustee Services 2010

  • YEAR CREATED: 2010
  • ENTITY TYPE: County
  • TYPE OF DOCUMENT: RFP - Request for Proposals
The document is a request for proposal (RFP) for investment management and trustee services for the LOSAP (Length of Service Award Program) in Loudoun County, Virginia. The document contains a series of questions and requirements that potential firms need to address in their proposals. The document covers various aspects related to the services, including client retention statistics, potential conflicts of interest, data encryption and security measures, system backup and disaster recovery procedures, references, organizational structure, client service model, account administration, staff functions, regulatory and legislative changes, quality of service measurement, client education and communication, interaction with investment managers, online reporting services, historical information retention, transition process, system capabilities, accounting and reporting, and more. Additionally, the document requests information about brokerage commission numbers and the steps taken by the firms to ensure the accuracy of their reports. This indicates that the county is interested in understanding the firms' practices regarding brokerage commissions and the measures they have in place to ensure the accuracy of the reports they provide. Overall, the document seeks detailed information about the firm's policies, procedures, and capabilities in order to evaluate their suitability for providing investment management and trustee services for the LOSAP in Loudoun County.
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