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Investment Monitoring and Fund Due Diligence Services

Active

State & Local

Response Deadline09/15/2026, 09:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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This subcontract for Investment Monitoring and Fund Due Diligence Services supports the Orange County Transportation Authority retirement plans through the agency PACE-Human Resources in California. The selected provider will perform technical analysis and monitoring of investment funds, including conducting comprehensive due diligence and analyzing quarterly performance against established benchmarks. Key responsibilities include performing detailed fee and expense analysis reports to ensure recordkeeper compliance and utilizing quantitative analysis tools for fund performance. The contractor is expected to deliver professional fund search and fee analysis reports under NAICS code 541611, with a response deadline of September 15, 2026.

General Info

Investment monitoring and fund due diligence services for Orange County Transportation Authority retirement plans.

Agency

California → PACE-Human ResourcesView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 250382.

The full solicitation package (18 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Deferred Compensation Plan Investment Advisory and Consulting Services

AI Contract Breakdown

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Timeline

PostedAug 20

subcontract

Response DeadlineSep 15

Submission deadline

Response Deadline

09/15/2026, 09:00:00 PM UTCin 3 days

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Organization & Contact Information

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AgencyCalifornia → PACE-Human Resources

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → PACE-Human Resources

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs technical analysis and monitoring of investment funds for prime contractors on Orange County Transportation Authority (OCTA) retirement plans. Conducts due diligence on investment funds, analyzes quarterly performance against benchmarks, and performs detailed fee and expense analysis reports to monitor recordkeeper compliance. Utilizes quantitative analysis tools for fund performance. Delivers fund search and fee analysis reports.

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