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No viable subcontract or supplier opportunities available

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.

General Info

Agency

California → PACE-Human ResourcesView Agency

NAICS

N/A

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

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedAug 20

subcontract

Response DeadlineSep 15

Submission deadline

Response Deadline

09/15/2026, 09:00:00 PM UTCin 15 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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The prime contract for deferred compensation investment advisory services is not divisible into distinct subcontractable components due to its specialized, fiduciary-level professional service nature. Work must be performed directly by the prime contractor with no trade-based or supply-based subcomponents.

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More opportunities from California → PACE-Human Resources

Same awarding agency

Deferred Compensation Plan Investment Advisory and Consulting Services

Solicitation # 250382

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.

Portfolio Management and Investment Advice

POSTED

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