Request #18-404
Under the California Public Records Act § 6250 et seq., I am kindly requesting to be provided electronic copies of the following public records:


  1. If the Pension Plan / Retirement System participates in any local government investment pool please either acknowledge with invested balances and with which pool, or provide the most recent participant statement(s);
  2. If the Pension Plan / Retirement System is under contract with an outside investment firm(s) that provide investment management or consulting please kindly provide copies of each contract and the most recent invoice(s) from each firm;
  3. If the Pension Plan / Retirement System has gone through an RFP process in the last 2-years for investment management/consulting services please provide a copy of all responses received;


The California Public Records Act requires a response within ten(10) business days. If providing the requested records will take longer, please simply reply back with a non-binding estimate as to when I might expect to be in receipt of the responsive documents and consider any reasonable extension of time to reply to be granted.


If you deny any or all of this request, please cite each specific exemption you feel justifies the refusal to release the information and notify me of the appeal procedures available to me under the law.


Thank you for kindly for considering and complying with my request.


October 3, 2018 via web







Point of Contact

Judy Zeller

Request Published Public
October 10, 2018, 11:53am
Request Closed Public

Request #18-404 has been fulfilled.

Thank you for your inquiry.

October 10, 2018, 11:53am
External Message   Hide Public

Response to Request #18-404.

Question #1.  Local government pool or County cash pool account balance of $1,990,220 is included in the Callan quarterly report ending June 30,2018.

Question #2.  The following documents have been provided: Callan LLC agreement, Callan invoice for the period ending June 30,2018, and Investment Performance report for the period ending June 30, 2018.

Question #3.  A Request for Proposal (RFP) is currently under way.  This RFP for investment consulting services has a submission date after the date of this Public Records Request.  Please visit to review the RFP.

You may submit another public records request for copies of the RFP responses after the completion of the search process.

October 3, 2018, 3:24pm by Judy Zeller (Staff)
Document(s) Released Public
October 3, 2018, 3:04pm
Document(s) Released Public
MCERA 2Q 2018 Performance Report.pdf
October 3, 2018, 3:01pm
Document(s) Released Public
2016 11 02 Callan Agreement_.pdf
October 3, 2018, 3:00pm
Department Assignment Public
October 3, 2018, 6:38am
Request Opened Public
Request received via web
October 3, 2018, 6:38am