Agency: City of Malibu
Contact: Elizabeth Shavelson, Assistant to the City Manager (eshavelson@malibucity.org)
Deadline: 08/06/2020
More: RFP Detail Online
The City of Malibu is seeking a qualified firm to service as the City Treasurer.
The selected firm shall serve as the City Treasurer and perform the duties of City Treasurer including but not limited to the following tasks:
– Designation as a Certified Public Accountant or Certified Public Finance Officer is desirable
– Be an independent Investment Advisor, registered as such with the Securities and Exchange Commission (SEC) or the State of California, and must not act as a broker/dealer.
– Be independent of any financial institution or securities brokerage firm or shall fully disclose any relationships with such financial institution and/or securities brokerage firm relevant to the firm’s relationship with the entity.
– Have no record of unsatisfactory performance as evidenced by complaints filed with the SEC or any federal or state agency with jurisdiction over the services provided by the firm.
– Review the City’s investment policy and internal control procedures and make recommendations as necessary.
Please view the full request for proposal for additional tasks, information and submission procedures.