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24-1003

Adopt a resolution authorizing: A) A two-year extension to the agreement with Innovest Portfolio Solutions LLC as the investment and fiduciary consultant to the County’s Deferred Compensation Advisory Committee and its defined contribution retirement plans for the period from January 1, 2025, to December 31, 2026, with the aggregate amount not to exceed $65,000 each year or $270,000 in total; and B) The Director of Human Resources to execute contract amendments which modify the County's maximum fiscal obligation by no more than $25,000 (in aggregate), and/or modify the contract term and/or services so long as the modified term or services is/are within the current or revised fiscal provisions.

Resolution Passed Introduced October 31, 2024

What this record is

Held by
Innovest Portfolio Solutions LLC
Amount
$65K
Runs until
October 31, 2026 14 days — goes back out to bid date calculated from a contract term stated in the record, not quoted directly
Type
amendment
Field
Professional services

professional services contracts in CA that end within a year →
Governments publish the end date in the award. That date is when the work goes back out to bid, and it is usually stated years ahead.

Read automatically from the title of the official record. The source document below is authoritative.

Committee
HUMAN RESOURCES
Requested by
HUMAN RESOURCES
Introduced
October 31, 2024
On agenda
December 10, 2024
Passed
December 10, 2024
Enacted
December 10, 2024
Enactment no.
Resolution-080823

Where it was heard

BOARD OF SUPERVISORS Dec 10, 2024 adopted

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