Agency: City of Yucaipa
Contact: Greg Franklin (gfranklin@yucaipa.org)
Phone: (909) 797-2489 x223
Deadline: 03/21/2011

The City of Yucaipa is requesting proposals for Investment Advisory Services for portfolio
management. We welcome your participation in the selection process. If you are interested in
participating and being considered for this important service, please review the information
included in this Request for Proposals (RFP) and provide the requested information as
completely as possible.

All proposals must be received by email by March 21, 2011 at 4:00 PM, addressed to
gfranklin@yucaipa.org and hard copy delivered to Gregory A. Franklin, Director of
Administrative Services, City of Yucaipa, 34272 Yucaipa Blvd., Yucaipa, CA 92399.
Proposals received after the date and time specified above will not be considered.
Proposals shall be submitted using the format provided in this package.
Parties interested in obtaining a copy of this Request for Proposal (RFP) may do so by calling
(909) 797-2489 ext. 223, or e-mailing gfranklin@yucaipa.org. Please include the following
information:

 Name of Firm
 Address
 Contact Person
 Telephone number, facsimile number and e-mail address
 Request For Investment Advisory Services Proposal and Statement of Qualifications