Deferred Compensation Plan Investment Advisory and Consulting Services

Agency: Orange County Transportation Authority
State: California
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Aug 20, 2026
Due Date: Sep 15, 2026
Solicitation No: 250382
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Description


Project ID: 250382

Title: Deferred Compensation Plan Investment Advisory and Consulting Services

Addenda: 0

Release Date: 8/20/2026

Due Date: 9/15/2026

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Deferred Compensation Plan Investment Advisory and Consulting Services
Request For Proposal
PACE-Human Resources
94656
Project ID: 250382
Release Date: Thursday, August 20, 2026
ยท Due Date: Tuesday, September 15, 2026 2:00pm
Posted Thursday, August 20, 2026 9:06am
All dates & times in Pacific Time - Los Angeles
Draft Response No Bid25 days, 19 hours, 44 minutes


Post Information

Posted At:Thu, Aug 20, 2026 9:06 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Overview


Summary

The Orange County Transportation Authority (Authority) invites proposals from qualified consultants to provide investment advisory services to assist the Authority's Deferred Compensation Plan Committee in carrying out its
fiduciary responsibilities. The budget for this project is $225,000 for a five (5)-year term.



Timeline

Issue Date:
August 20, 2026
Question Submittal Date:
August 27, 2026, 2:00pm
Question Response Date:
September 1, 2026
Proposal Submittal Date:
September 15, 2026, 2:00pm
Interview Date(s):
October 14, 2026
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