This Solicitation opportunity from California was posted on August 20, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Deferred Compensation Plan Investment Advisory and Consulting Services

Closed

250382State & Local

Submission Closed09/15/2026, 09:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523940

New

SLED

Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.

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State University of New York (SUNY)

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Central Washington University

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BCC01 - Bristol Community College

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Solicitation # Doc3361616312

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Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

POSTED

DEADLINE

South Jersey Ports is soliciting proposals for a Financial Advisor to provide professional financial services under solicitation 49492. The selected individual or firm will be appointed by a majority vote of the SJPC Board of Directors for an initial one-year term, with the agency maintaining an option to extend the appointment for an additional year under the same rates and terms. The advisor is expected to attend regular and special Board meetings and execute a formal written contract to receive agreed-upon compensation. The scope of work involves providing comprehensive financial guidance, including transaction management for debt issuance and investment portfolio management for bond proceeds. The advisor will offer strategic consulting on capital and operating budgets, as well as expert advice on bond structures, credit, marketing strategies, and cash flow for New Jersey securities. Additionally, the advisor will support the Executive Director and CEO and the Board of Directors on various business transactions and general financial matters. Bidders must comply with New Jersey state law by disclosing political contributions to the Election Law Enforcement Commission if contract values exceed 50,000 dollars.

South Jersey Ports

POSTED

9 days ago

DEADLINE

in 20 days

AI Contract Overview

The Orange County Transportation Authority is soliciting proposals for a firm-fixed-price contract to provide investment advisory and consulting services for its non-ERISA governmental 457(b) and 401(a) deferred compensation plans. The selected consultant will support the Deferred Compensation Plan Committee in its fiduciary responsibilities through services including investment policy review, portfolio monitoring, fund due diligence, recordkeeper oversight, and regulatory guidance. Key deliverables include quarterly performance and market reports, annual investment policy statement reviews, and fee analyses. The contract is budgeted at 225,000 dollars for a five-year term running from November 1, 2026, through October 31, 2031. Proposals are due by September 15, 2026, and will be evaluated based on qualifications, staffing, work plan, and cost. Mandatory requirements include professional liability insurance with minimum limits of 2,000,000 dollars per claim and annual aggregate. The procurement process is managed by the Human Resources department, with primary contact Miranda Smith.

General Info

OCTA seeks investment consultants for Deferred Compensation Plan; five-year term, $225,000 budget.

Agency

California → PACE-Human Resources

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

R002020 SOW Verification Form

1 page · sow

High

RFP 250382 - Deferred Compensation Plan Investment Advisory and Consulting Services

17 pages · rfp

High

RFP 250382 - Deferred Compensation Plan Investment Advisory and Consulting Services

2 pages · rfp

High

RFP 250382 Deferred Compensation Plan Investment Advisory Services

1 page · rfp

High

RFP 250382 Exhibit A - Scope of Work

5 pages · sow

High

RFP 250382 Exhibit A - Scope of Work

5 pages · sow

High

RFP 250382 Exhibit B Price Summary Sheet

1 page · rfp

High

RFP 250382 Exhibit C Proposed Agreement No. C250382

18 pages · contract-document

High

RFP 250382 Exhibit D - Level 1 HSE Specifications Rev. 11

2 pages · sow

High

RFP 250382 Insurance Review Email Chain

2 pages · q-and-a

High

RFP 250382 Price Summary Sheet

1 page · rfp

High

RFP 250382 Procurement Plan – Deferred Compensation Plan Investment Advisory Services

2 pages · rfp

High

Attachment A – Deferred Compensation Plan Investment Advisory and Consulting Services Questionnaire

7 pages · questionnaire

Low

C250382 Proposed Agreement - Orange County Transportation Authority

16 pages · contract-document

Low

R002020 ICE - Investment Consultant Procurement Estimate

3 pages · other

Low

R002020 Purchase Requisition Reprint - Investment Consultant

2 pages · purchase-requisition

Low

RFP 25-0382 Legal Counsel Response re Form 700

2 pages · other

Low

RFP 250382 Procurement Schedule Memo

1 page · presolicitation

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedAug 20

Solicitation

Response DeadlineSep 15

Deadline has passed

Submission Closed

09/15/2026, 09:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → PACE-Human Resources

Contacts2 people available

OfficeOrange, CA, 92863, USA

Organization / AgencyCalifornia → PACE-Human Resources

Office AddressOrange, CA, 92863, USA

Contacts

Miranda SmithSenior Department Manager, Human Resources

contact@example.gov

+1 (555) 000-0000

Gina TorresSenior Contract Administrator

contact@example.gov

+1 (555) 000-0000

Interested Companies (6)

Morgan StanleyNew York, NY

Retirement Plan AdvisorsChicago, IL

MandateWireNew York City, New York

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Full Description

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.