Department of Personnel Administration

Securities Lending Agent - Request for Interest in Upcoming RFP

The Department of Personnel Administration Savings Plus Program will soon release a Request for Proposal (RFP 700-07-04).

About This RFP

This RFP is for a securities lending agent. The agent will implement and manage a full-service Securities Lending and Cash Collateral Reinvestment Program.

Savings Plus wishes to generate incremental revenues in a secure, risk-controlled manner. Subject to further analysis, the potential amount of lendable assets totals about $1.8 billion as of January 31, 2008. These assets are maintained in domestic equities across capitalization levels and styles, as well as non-US equities.

We anticipate releasing this RFP around April 21, 2008.

How to Get the RFP Bid Package

To get the RFP bid package, please visit the California State Contracts Register on or after April 21, 2008. Follow these instructions.

  • Select "View By Contract Number Or Agency."
  • Select "Agency."
  • Scroll to "Department of Personnel Administration."
  • Click Submit.

If you don't have a username and password, you'll need to register. The instructions are on the website.

If you can't download the RFP, please call our Bidder's Hotline at (916) 445-9007 to request a hard copy.

If You Have Questions

Until DPA releases the RFP, we can't answer questions about the needed services or RFP process.

There is no bidder's conference scheduled for this RFP. You must submit all questions about the RFP in accordance with the instructions in the RFP.

Addendums

After we post the RFP, we will post any addendums on both

Bidders List

If you wish to remain on this bidders list for future RFP announcements, please send us the following.

  • Company Name
  • Address
  • City, State, ZIP Code
  • Contact Name
  • Title
  • Telephone Number
  • Fax Number
  • Email Address

You can email this information to the Contract Management Unit or send it to us.

Department of Personnel Administration
Attention: Contract Management Unit
1515 S Street, North Building, Suite 400
Sacramento, California 95811-7246

Updated April 8, 2008 at 9:54 AM.

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