This Solicitation opportunity from California was posted on September 19, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
Administrative, Investment & Communication Advisory Services
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
Active Opportunities Like This One
AI Contract Overview
The City of Santa Ana is soliciting proposals from qualified firms to provide administrative, investment, and communication advisory services for its 457(b) Deferred Compensation Plan and Retirement Health Savings Plan. The 457 plan, established in 1973, currently manages approximately 152 million dollars in assets for 1,349 participants, while the RHS Plan holds roughly 17 million dollars. These plans are managed by the Finance and Management Services Agency and overseen by a committee consisting of the Executive Director of Finance, the Assistant Finance Director, a Finance Director appointee, the Executive Director of Human Resources, and two additional appointees. This solicitation, identified as number 24-109, is issued by the Santa Ana Finance and Management Services agency in California. Interested proposers must submit their responses by the deadline of October 8, 2024. The contract falls under NAICS code 561110 and focuses on ensuring professional oversight and advisory support for the city's employee retirement assets.
General Info
Place of Performance
CA, USASet-Aside
Documents
0AI Contract Breakdown
Uniform Contract FormatNo documents to break down
The breakdown needs solicitation documents. None were found from this contract's source.
Timeline
Submission Closed
Organization & Contact Information
Full Description
Earlier notices in this NAICS code
Posted before this notice, open and closed
Find Active Opportunities Like This
Get AI-powered intelligence on the opportunities still open
Every page of the solicitation package shredded into a compliance breakdown
AI-powered matching based on your capabilities and past performance
Competitor and incumbent history on the requirement
Automated alerts on amendments, Q&A deadlines, and award
Join 750+ contractors already using CLEATUS
