Request #17-4218
  Closed
Request for Proposal Records and Emails/Correspondence

Received

September 22, 2017 via email


Departments

Purchasing


Requester

Nancy Bronikowski


Invoices

Documents

Public

(loading...)

Staff

Point of Contact

Kathleen Oney


Hours

9 hours 52 minutes


Staff Cost

$620.96

Request Closed   Hide Public

Ms. Bronikowski:

 

All responsive documents have been provided via NextRequest. This request is now fulfilled and will be closed. 

 

City of Albuquerque
Purchasing Division
November 25, 2017, 4:20pm
Document(s) Released to Requester   Details Public
2016 Annual Broker Dealer Review.msg
ALB pricing of ETF's xlsx.msg
Annual ADV Update.msg
Book1 xlsx (34).msg
Book1 xlsx.msg
Callable Bond.msg
Combined funds.msg
Considerations for reinvesting the call and maturity.msg
Contact info.msg
Core Fund Report.msg
Core Fund.msg
Dashboard.msg
Draft Agreement.msg
Emailing ALBQ-ReportGroup_Monthly_103115.msg
Emailing - Holdings 2-10-16 pdf.msg
Extension.msg
Fail from Friday.msg
FHLMC.msg
FINAL IOC.msg
FW 1-31-16 recon to Clearwater xlsx.msg
FW December Invoice (38).msg
FW December Invoice.msg
FW GPA Comments on Fed Move.msg
FW Here is the attachment.msg
FW Memo regarding ETF's and 6-10-10.msg
FW NATALIE (BPR) FW partial delivery-City of Albuquerque.msg
FW revised memo regarding ETF's and 6-10-10.msg
FW The Step-Child of Modern Portfolio Theory Uncompensated (Unsystematic) Risk - Financial 2nd Opinions.msg
FW Trade Confirmation.msg
FW Trade for City of Albuquerque (72).msg
FW Trade for City of Albuquerque (73).msg
FW Trade for City of Albuquerque.msg
FW Trade Proposal.msg
FW Updated Report (92).msg
FW Updated Report (94).msg
FW Updated Report (97).msg
FW Updated Report.msg
FW Updated.msg
Fwd 6-10-16 Trade CITY OF ALBUQUERQUE.msg
Fwd Alb.msg
Fwd December Invoice.msg
Fwd FINAL IOC.msg
Fwd Message from RNP0026734317DB .msg
Fwd Undeliverable I have $17MM .msg
GFOA Annual Conference 2016 Presentation_CSBcopy pptx.msg
GPA Comments on Fed Move.msg
Here is the attachment.msg
Here is the trade document for the security your purchased.msg
Here you go.msg
Historical Performance Reports Annualized.msg
IOC report (61).msg
IOC Report.msg
Liquidity.msg
Month End (62).msg
Month End (81).msg
Month end with Liquidity.msg
Month End.msg
Notification .msg
October numbers and other issues.msg
Preliminary report.msg
Pricing ALB 2-29-16 Funds.msg
Quarter total report.msg
Re (26).msg
RE FW partial delivery-City of Albuquerque.msg
RE RE Message from RNP0026734317DB .msg
RE .msg
RE 6-10-16 Trade CITY OF ALBUQUERQUE.msg
RE Albuquerque Trades.msg
RE Analysis (63).msg
RE Analysis (64).msg
RE Analysis.msg
RE August Reports.msg
Re Best Practice - Creating an Investment Policy.msg
RE Book1 xlsx.msg
RE Brokers (55).msg
RE Brokers.msg
RE Call Follow-Up (102).msg
RE Call Follow-Up.msg
RE Call Today.msg
RE Call Tomorrow.msg
RE Callable Bond (74).msg
RE Callable Bond (75).msg
RE Callable Bond (76).msg
RE Callable Bond (77).msg
Re Callable Bond.msg
RE Called Bond Report for Albuquerque (21).msg
RE Called Bond Report for Albuquerque.msg
RE CITY OF ALBUQUERQUE Trade.msg
RE Closing Tuesday February 16 on GRT LT bonds.msg
RE Combined funds (83).msg
Re Combined funds (84).msg
RE Combined funds (85).msg
Re Combined funds (86).msg
Re Combined funds (87).msg
RE Combined funds (88).msg
RE Combined funds.msg
RE Confirming (66).msg
RE Confirming.msg
RE Core Fund (90).msg
Re Core Fund Report.msg
RE Core Fund.msg
RE Credit Ratings for ETF and Mutual Fund (82).msg
RE Credit Ratings for ETF and Mutual Fund.msg
RE Dashboard (65).msg
Re Dashboard.msg
RE Emailing ALBQ-ReportGroup_Monthly_113015 (67).msg
RE Emailing ALBQ-ReportGroup_Monthly_113015 (68).msg
RE Emailing ALBQ-ReportGroup_Monthly_113015 (69).msg
RE Emailing ALBQ-ReportGroup_Monthly_113015.msg
Re Extension (19).msg
RE Extension (20).msg
RE Extension.msg
RE FFCB Due in 2 18 (37).msg
RE FFCB Due in 2 18.msg
RE FFCB.msg
RE FHLMC offerings for Albuquerque (25).msg
RE FHLMC offerings for Albuquerque.msg
RE FINRA.msg
RE For Security Transaction summary (11).msg
RE For Security Transaction summary.msg
RE FW partial delivery-City of Albuquerque.msg
RE FW Trade for City of Albuquerque.msg
RE FYI.msg
RE GFOA Annual Conference 2016 Presentation_CSBcopy pptx.msg
RE GFOA.msg
RE Good Fail.msg
RE Good month.msg
RE GPA Comments on Fed Move (70).msg
RE GPA Comments on Fed Move.msg
RE Help.msg
RE Here is the attachment (27).msg
RE Here is the attachment (28).msg
RE Here is the attachment.msg
RE Here you go.msg
Re I have $17MM .msg
RE Indexing Conference.msg
RE Interest on Investments Account by year.msg
Re IOC report.msg
Re Jan 2016 investment report.msg
RE Liqudity.msg
Re Liquidity 04 2016 (17).msg
Re Liquidity 04 2016 (18).msg
Re Liquidity 04 2016.msg
Re Liquidity.msg
RE Market Values (96).msg
RE Market Values.msg
RE Maturity (12).msg
RE Maturity (15).msg
Re Maturity on Muni.msg
Re Maturity.msg
RE Meeting.msg
Re Message from RNP0026734317DB (7).msg
Re Message from RNP0026734317DB .msg
RE Modern Strategies for Public Investing.msg
RE Month End.msg
Re NATALIE (BPR) FW partial delivery-City of Albuquerque (5).msg
Re NATALIE (BPR) FW partial delivery-City of Albuquerque (6).msg
RE NATALIE (BPR) FW partial delivery-City of Albuquerque.msg
RE New Violations.msg
Re Notes in the CAFR regarding investments (100).msg
RE Notes in the CAFR regarding investments (101).msg
RE Notes in the CAFR regarding investments (103).msg
RE Notes in the CAFR regarding investments (104).msg
RE Notes in the CAFR regarding investments (98).msg
RE Notes in the CAFR regarding investments (99).msg
RE Notes in the CAFR regarding investments.msg
Re Notification (78).msg
Re Notification (79).msg
RE Notification .msg
RE Number.msg
RE October numbers and other issues (80).msg
RE October numbers and other issues.msg
Re Pricing ALB 2-29-16 Funds.msg
Re Quarter total report (23).msg
RE Quarter total report.msg
RE Quarterly Report.msg
RE Reinvestment.msg
RE Report.msg
RE revised memo regarding ETF's and 6-10-10.msg
RE RFP Results (13).msg
RE RFP Results (14).msg
RE RFP Results.msg
Re Sign on (95).msg
RE Sign on.msg
RE Sponsorship.msg
Re Tax ID.msg
RE The Step-Child of Modern Portfolio Theory Uncompensated (Unsystematic) Risk - Financial 2nd Opinions (91).msg
RE The Step-Child of Modern Portfolio Theory Uncompensated (Unsystematic) Risk - Financial 2nd Opinions.msg
Re TIME TO REVIEW BLOOMBERG.msg
RE Trade Discernment for 04 11 2016 xlsx.msg
RE Trade for City of Albuquerque (71).msg
RE Trade for City of Albuquerque.msg
RE Trade is done.msg
RE Trade Proposal (57).msg
RE Trade Proposal (58).msg
RE Trade Proposal (59).msg
RE Trade Proposal.msg
Re Trade Ticket.msg
Re Updated Report (93).msg
RE Updated Report.msg
RE Updated.msg
RE XSP Notice 3130A6VX2 (CINS CUSIP) FED HOME LN BK Full Call .msg
Reinvestment.msg
Report for Core Fund.msg
Report.msg
Review Portfolio.msg
RFP.msg
RPF discussion.msg
SMMP Certification.msg
Total Report.msg
Trade Confirmation (56).msg
Trade Confirmation.msg
Trade for City of Albuquerque.msg
Trade proposal.msg
Untitled.msg
Updated Broker Dealer List 4-2016.msg
Updated presentation.msg
Updated.msg
November 25, 2017, 4:17pm
Document(s) Released to Requester   Details Public
Communications on Recommendation of Award.pdf
Cost Proposal - PFMAM Response to City of Albuquerque RFP for Fiduciary Investment Advisory Services P2016000033.pdf
Government Portfolio Advisors Response.pdf
PFM Asset Management Response Marked Conf.pdf
PFM Asset Management Response.pdf
Presentation.pdf
Scoring Sheets.pdf
September 30, 2017, 5:28pm
Department Assignment Public
Added: Purchasing .
September 22, 2017, 3:36pm
Request Opened Public
Request received via email
September 22, 2017, 3:34pm