Specifications include, but are not limited to: The City of Santa Ana is seeking Proposals from qualified firms to provide a web-based Investment Management Solution (IMS). The successful proposer shall implement, support, and maintain an IMS for City’s Finance and Management Services Agency (Finance). The City manages assets valued at approximately $250 million and pools cash balances on deposit and invests for the purpose of providing safety of principal and liquidity. The City’s primary objective is to streamline the reporting process and increase efficiencies. The City requires web-based software that facilitates the monitoring of compliance with Federal, State, and local laws governing investment of monies. Trading activity by the investment staff ranges from zero to five trades per day.