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This Solicitation opportunity from California was posted on August 4, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Deferred Compensation & Roth Plan Fiduciary Advisor

Closed
231220State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523991
SLED
EWEB RFP #26-171-PSC Carmen-Smith Mitigation Fund Administrator
Solicitation # 26-171-PSC
The Eugene Water & Electric Board (EWEB) is soliciting proposals for a Carmen-Smith Mitigation Fund Administrator to serve as the trustee and manager of the Fish Enhancement Fund. The primary objective of this role is to identify, select, and distribute funding for aquatic habitat, fish population enhancement, and water quality improvement projects within the McKenzie River Basin. The Administrator is responsible for maintaining strict financial protocols, investing funds in interest-bearing accounts, seeking matching grants, and collaborating with a technical team including representatives from ODEQ and ODFW. Key deliverables include annual reports on expenditures, activities, and available balances. The fund begins with an initial balance of approximately 1.3 million dollars, with annual deposits of roughly 215,000 dollars expected for at least seven years. Administrative and project management fees are capped at 20 percent of each annual payment. To qualify, proposers must meet minimum requirements, including five years of experience managing aquatic design or construction funds averaging at least 3 million dollars annually and providing three recent client references. Proposals are due by November 2, 2026, at 2:00 PM PST via the OregonBuys portal. Award selection will be based on a single-tier evaluation process totaling 100 points, weighted equally across company experience, project approach, key staff experience, client references, and pricing proposals. The successful contractor must adhere to professional standards of skill and care, maintain specific commercial general and automobile liability insurance, and perform criminal background checks on all personnel. EWEB retains final approval authority over all deliverables and may issue a Notice to Cure for any unacceptable work.
Purchasing Public Utility

POSTED

11 days ago

DEADLINE

in 20 days

AI Contract Overview

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The City of Los Angeles is seeking qualified fiduciary advisors to provide services for its Deferred Compensation and Roth Plan programs, with the solicitation closing on August 14, 2026, at 3:00 AM. Interested vendors must submit their bids through the City’s Vendor Self Service Website, where they may need to register or use public access to view and respond to the opportunity. The contract requires expertise in managing retirement investment options, ensuring compliance with fiduciary standards, and delivering advisory services tailored to city employees. All correspondence and inquiries should be directed to Swan Lam at swan.lam@hacla.org, though general bid-related questions may also be addressed to the listed contracting officer. The place of performance is specified as Los Angeles, CA 90012, and bidders are responsible for ensuring their proposals meet all requirements outlined on the official city platform. Biddingo.com provides this information as a courtesy and disclaims responsibility for the content or accuracy of the third-party site where the official solicitation resides.

General Info

Los Angeles seeks fiduciary advisors for retirement plans by August 14, 2026, via Vendor Self Service Website.

Place of Performance

Los Angeles, CA, CA 90012, USA

Set-Aside

NONE

Documents

0

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → City of Los Angeles
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts
Contracting Officer

Full Description

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City of Los Angeles Deferred Compensation & Roth Plan Fiduciary Advisor Tender # 231220 Closing Date : 08/13/2026 at 20:00 PM Contact: Contact: Swan Lam Email:swan.lam@hacla.org Details: To see details and submit online bids, view the posting on the City of LAs Vendor Self Service Website. After clicking the link below, login or click "Public Access" to view the opportunity. Disclaimer: This bid is researched and provided for information purposes only. To participate in this bid opportunity, interested vendors are sometimes required to register on the City of Los Angeles's website. Please refer to the originating organization for any information relating to this. Direct all queries pertaining to the language, the content or any missing or inaccurate information within this abstract to its originator, as indicated in the advertisement. Note: When you click on the link below, a new window will open to the site where you can locate more information regarding this bid. You may need to search the site to locate the bid. View Bid Information Biddingo.com is not responsible for the contents of the third party site and does not make any representations regarding the content or accuracy of materials on such third party web sites. If you decide to access them, you do so at your own risk.

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