Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, September 2 at 2:00 PM EDT

Register Free →
logo
Get CLEATUS

Deferred Compensation Plan Investment Advisory and Consulting Services

Active
250382State & Local

Contract Overview

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

AI Contract Overview

Show more

The Orange County Transportation Authority is seeking qualified consultants to provide investment advisory and consulting services for its Deferred Compensation Plan Committee. The selected consultant will support the committee in fulfilling its fiduciary responsibilities over a five year term with a total project budget of 225,000 dollars. This solicitation, identified by number 250382, was posted on August 20, 2026, and requires responses by September 15, 2026. The project is managed by the PACE Human Resources department in Orange, California, with primary coordination handled by Senior Department Manager Miranda Smith.

General Info

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

Agency

California → PACE-Human ResourcesView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

(18)

C250382_SOWVerification.pdf

PDF

C250382_Exhibit_D_2026_Level_1_Safety_Specifications_-_Rev_11.pdf

PDF

C250382_Form_700_Legal_Counsel_Response_06-12-26.pdf

PDF

C250382_Insurance_Memo_RM_Response_08-10-26.pdf

PDF

C250382_PS.pdf

PDF

C250382_Exhibit_B_Price_Summary_Sheet_GMEDITS.pdf

PDF

C250382_PP.pdf

PDF

Deferred Compensation Plan Investment Advisory and Consulting Services.pdf

PDF

C250382_Exhibit_A_Scope_of_Work_GMEDITS.pdf

PDF

C250382_Exhibit_C_Proposed_Agreement_GMEDITS.pdf

PDF

C250382_Public_Notice_Proof.pdf

PDF

C250382_Exhibit_A_Scope_of_Work.pdf

PDF

C250382_Public_Notice.pdf

PDF

C250382_ICE_R002020.pdf

PDF

C250382_Exhibit_C_Proposed_Agreement.pdf

PDF

C250382_R002020.pdf

PDF

C250382_Attachment_A_Questionnaire.pdf

PDF

C250382_Exhibit_B_Price_Summary_Sheet.pdf

PDF

AI Contract Breakdown

Uniform Contract Format

What is UCF?

Uniform Contract Format (UCF) uses AI to break down any contract into standardized sections—scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyCalifornia → PACE-Human Resources
Contacts2 people available
OfficeOrange, CA, 92863, USA
Organization / Agency
California → PACE-Human Resources
View Agency Profile
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)

Show more
Morgan Stanley
Greenwood Village, Colorado
Retirement Plan Advisors
Chicago, IL
MandateWire
New York City, New York

See All 6 Interested Companies

Start a free trial to view all interested companies, their contact details, and full contractor profiles.

Start Free Trial

Full Description

Show more
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.

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
Secondary Market Brokers/Agent Services
Solicitation # TRS000698
The Teacher Retirement System of Texas is seeking qualified vendors to provide advisory services for its Investment Management Division. The scope of work focuses on supporting investment portfolios through secondary market transactions designed to align with the organization's short-term and long-term financial objectives. This solicitation, identified as TRS000698, is categorized as a secondary market brokers and agent services contract intended to enhance the management of the system's diverse investment holdings. Interested parties must submit their responses by the deadline of September 23, 2026. The contract is managed by the Teacher Retirement System of Texas, with the place of performance located in Texas. Prospective vendors can find further details and access the solicitation through the official Texas SmartBuy portal. Primary inquiries regarding this procurement process should be directed to the designated point of contact at the agency.
Teacher Retirement System of Texas

POSTED

about 11 hours ago

DEADLINE

in 30 days
View Details
NAICS: 523940
New
SLED
Investment Advisory Services | Package A: City Investment Portfolio | Package B: Section 115 Trust
Solicitation # 26-262
The City of Milpitas is seeking professional investment advisory services through a solicitation divided into two distinct packages: Package A for the City Investment Portfolio and Package B for a Section 115 Trust. This procurement process is managed by the Finance department and is intended to support the city's fiscal management and investment strategies. Interested parties must submit their responses by the deadline of September 24, 2026, at 7:00 PM. The solicitation, identified by number 26-262, is a formal request for proposals from qualified service providers. The project is based in Milpitas, California, and falls under the jurisdiction of the city's finance administration. Primary contact information for inquiries regarding this solicitation is provided through the Senior Special Projects Associates within the city government. All interested vendors should review the specific requirements and background details provided in the official procurement portal to ensure compliance with the city's standards.
Finance

POSTED

4 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
New
SLED
Financial Planning & Advisory Services
Solicitation # 717-27-70
Texas Southern University is seeking proposals from qualified firms to provide professional Financial Planning and Advisory Services. The selected respondent will be responsible for providing expert personnel to assist with Financial Planning and Analysis activities as authorized by the university. These services are intended to support the institution's financial management through specialized advisory functions and professional oversight. The solicitation, identified by number 717-27-70, was posted on August 20, 2026, with a formal response deadline set for September 15, 2026. This procurement process is being conducted by Texas Southern University in the state of Texas. Interested parties must submit their proposals through the designated procurement channels by the specified deadline to be considered for this professional services contract.
Texas Southern University

POSTED

4 days ago

DEADLINE

in 22 days
View Details
NAICS: 523940
New
Federal
National Security Fund Finance (“NSFF”) Program
Solicitation # WHSAD0819
The National Security Fund Finance Program, issued by the Washington Headquarters Services under the Department of Defense, is a strategic initiative designed to attract and scale private capital toward critical minerals and materials essential to United States national security. This program functions as a fund-level financing solution that provides loans to qualified investment fund managers. By combining these government loans with private capital, the program aims to invest in portfolio companies that address supply chain shortages, gaps, and vulnerabilities in critical minerals, associated technologies, and production processes. The program acts as a force multiplier to accelerate investment into Department of Defense priorities by providing credit to qualified asset managers. Interested parties must respond to solicitation number WHSAD0819 by the deadline of November 1, 2026. This special notice serves as a formal opportunity to bolster the domestic supply chain for materials vital to national security through coordinated public and private investment.
Washington Headquarters Services (whs)

POSTED

6 days ago

DEADLINE

in 2 months
View Details
NAICS: 523940
New
SLED
Financial & Business Services - Financial Advisor
Solicitation # OUHSC-RFP-2027-387
The Oklahoma University Health Sciences Center is seeking a financial advisor to provide professional financial advisory services. The selected provider will support the university in managing debt issuance, developing financing strategies, and overseeing both short-term and long-term borrowing activities. This solicitation, identified as OUHSC-RFP-2027-387, was posted on August 18, 2026. Interested parties must submit their responses by the deadline of September 14, 2026, at 8:00 PM. The primary point of contact for this opportunity is Jess Dang.
Oklahoma University Health Sciences Center

POSTED

6 days ago

DEADLINE

in 21 days
View Details
NAICS: 523940
SLED
Investment Management Services
Solicitation # 2026-RFP-517
The City of Prescott is soliciting proposals from qualified firms to provide professional investment management services for the city's investment portfolio. This engagement is governed by the City's Investment Policy and Arizona State Law to ensure compliant and strategic fund management. The selected firm will be awarded an initial three year contract starting around October 13, 2026, with the possibility of securing additional three year extensions. Interested parties must submit their responses by the deadline of September 10, 2026. This solicitation, identified as 2026-RFP-517, is managed by the Finance department. Primary inquiries should be directed to Lars Johnson, the Deputy Finance Director, or Melissa Busby, the Purchasing Manager.
Finance

POSTED

10 days ago

DEADLINE

in 17 days
View Details
NAICS: 523940
International
Alberta Electric System Operator - Request for Proposal - Cost of Capital Report: Power Generation Facilities
Solicitation # AB-2026-05715
The Alberta Electric System Operator is issuing a request for proposal to engage a service provider for a term of approximately six months. The primary objective of this engagement is the development of a comprehensive report estimating the Weighted Average Cost of Capital for utility-scale greenfield natural gas power generation facilities operating within Alberta's energy-only electricity market. Additionally, the selected provider will be responsible for presenting these findings to relevant electricity industry stakeholders. This solicitation, identified as AB-2026-05715, was posted on August 13, 2026, with a response deadline of September 28, 2026. The project will be performed within the province of Alberta. Interested parties may coordinate with the primary procurement contact, Naomi Withers, to submit their proposals via the official Alberta purchasing portal.
Alberta Electric System Operator

POSTED

11 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
SLED
Liquidity Analysis and Management Services
Solicitation # 043-26
The County of Wayne, New York, is seeking sealed proposals for Liquidity Analysis and Management Services under solicitation number 043-26. This opportunity is managed by the Treasurer's office and is open to qualified providers who can deliver these specialized financial services. Interested parties must submit their proposals by September 14, 2026, at 6:00 PM. Submissions can be made electronically through the County's eProcurement Portal or delivered via mail to the Clerk of the Wayne County Board of Supervisors in Lyons, New York. Primary contact for this solicitation is Chief Accountant Jamie Corteville, with secondary support provided by Purchasing Agent Chris O'Connor.
Treasurer

POSTED

11 days ago

DEADLINE

in 21 days
View Details
NAICS: 523940
SLED
RFP 2026-P17 Investment Advisor
Solicitation # RFP 2026-P17
Hays County, Texas, is soliciting proposals from qualified investment advisory firms to manage an investment portfolio estimated at 80 million dollars. The selected advisor will partner with the County Treasurer and the Investment Committee to optimize interest income while adhering to state law and the established County Investment Policy. To be eligible, firms must be registered with the Texas State Securities Board and the Securities and Exchange Commission. The contract will be awarded to a single firm that demonstrates the most advantage to the County through a combination of professional service and reasonable cost. Proposals for this solicitation, identified as RFP 2026-P17, must be submitted by August 25, 2026, at 11:00 AM PT.
City of San Marcos

POSTED

14 days ago

DEADLINE

in about 17 hours
View Details
NAICS: 523940
SLED
RFQ-Financial Advisory Services
Solicitation # 200980
The City of Chattanooga, Tennessee is seeking qualified firms to submit Statements of Qualifications for providing Financial Advisory Services under Solicitation Number 200980, with responses due by August 28, 2026. The primary objective is to retain a financial advisor to support the City’s debt issuance activities by offering expert guidance on all aspects of capital financing, including structuring bond issues, recommending optimal timing, sizing, maturity schedules, and call provisions, and ensuring the most favorable financing terms. The selected firm will also review and provide recommendations on critical documentation such as ordinances and official statements, ensuring compliance and efficiency throughout the issuance process. This solicitation is open to firms with demonstrated expertise in municipal finance, categorized under NAICS Code 523940, and the contract will be negotiated with the most qualified respondents. All submissions must be sealed and submitted by the deadline, with inquiries directed to Debbie J Talley at dtalley@chattanooga.gov. The services are expected to be performed within Tennessee, and the City retains the right to evaluate proposals based on technical capability, experience, and proposed approach to meeting the City’s financial objectives.
City of Chattanooga Business Unit

POSTED

16 days ago

DEADLINE

in 4 days
View Details
NAICS: 523940
SLED
Public Sector Investment Portfolio ManagementThe City of Anaheim is seeking a subcontractor to provide full-time investment management services for its public funds. The selected provider will be responsible for ensuring all activities comply with California State law, the City of Anaheim’s Investment Policy, and established Council Priorities. Key deliverables include portfolio alignment, regular risk assessments, cash flow forecasting, and comprehensive fiduciary oversight to protect and optimize public assets. This opportunity is managed by the Finance agency and is categorized under NAICS code 523940. The solicitation was posted on August 8, 2026, with a response deadline of September 8, 2026. Interested parties can find further details and submission guidelines through the official procurement portal.
Finance

POSTED

17 days ago

DEADLINE

in 15 days
View Details
NAICS: 523940
SLED
Portfolio Management Services
Solicitation # 106-FIN-08-07-2026
The City of Anaheim is seeking a provider for Portfolio Management Services under solicitation number 106-FIN-08-07-2026. This opportunity is managed by the Finance agency within the state of California and is open for responses until September 8, 2026, at 7:00 PM. The project is based in Anaheim, California, and is overseen by Project Manager Lorri Watson and Purchasing Agent Ed Segura. Interested parties can find further details and submission guidelines through the city's procurement portal.
Finance

POSTED

17 days ago

DEADLINE

in 15 days
View Details