Thanks @ckposadas for working on this with me! We found the links for investments for Stockton and Manteca; looks like a few BDS companies are on there. And partial information for Tracy and Lodi. Looks like we will have to PRA for vendor info.
The plan moving forward is:
- Make a full BDS list
- Request all information (listed below) from all cities; even if publicly available right now, it is in PDF format. We can request excels that they might already have back end access to.
- Compile preliminary data from the PDFs we do have, make a social media post, ask people to sign up to help us further or to get updates in order to better gauge interest in this.
Items to Request
- Monthly or Quarterly Investment Portfolio Reports
- Transaction History Report - a list of all securities bought and sold by the city
- Statement of Investment Policy - their policy for what they can and cannot investment in
- External Investment Advisor or Asset Manager
- A list of all vendors paid by the city/county in fiscal year xxx including the vendor name, xxx, and total amount paid
- A copy of all active contracts between the city/county and company, including POs and statements of work + also any past in the last x years
Check out the Google doc for the links