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18-0701_CHANDLER ASSET MANAGEMENT, INC._Report_Bid Recap luAlv Ai. s, p ;a CITY OF SAN JUAN CAPISTRANO BID RECAP REPORT ¢mmui�111 1961 1776� 1�,' Date: May 22, 2018 From: Michelle Short, Sr. Accountant Service or Product Requested ( ) Informal Quotes ( ) Informal Bid (X) Formal Bid ( ) Sole Source Bids/proposals were solicited from available, qualified firms for the above referenced project. The following firm(s) were/was considered: 1. Chandler Asset Management, Inc. 2. PFM Asset Management, LLC 3. Time Value Investments After evaluating the bids/proposals submitted, it is our recommendation that the contract be awarded to Certified Records Management in an amount, not to exceed $210,000 for a 5 year term. This vendor was selected because: their qualifications, experience, and level of services. If bids were not received, document what steps were taken to obtain quotes, any vendors contacted that declined to bid, and if applicable why it is not practical to receive three quotes. n/a If Sole Source purchase or contract, provide detailed justification for this selection: n/a If applicable, date approved by City Council: June 19, 2018.