Specifications include, but are not limited to: Specific services, although not all-inclusive, are to be performed as follows: a. Assist the City with maturity analysis b. Provide credit analysis of investment instruments in portfolio of the investment firms portfolio c. Provide monthly, quarterly and annual reporting on all managed funds d. Attend periodic Audit Committee meetings e. Evaluate market risk and develop strategies that adhere to the investment policy’s three objectives f. Provide assurance of portfolio compliance with applicable policies, laws, the City’s investment strategy, and the City’s Investment Policy g. Establish an appropriate performance benchmark for the funds they are investing h. Full understanding of Investment Policy i. Ensure portfolio structure matches City objectives j. Provide the City with analysis and reasoning for investment selection on a quarterly basis k. Coordinate investment/maturity strategy to complement City investments, whether managed by Consultant or by the City.