Retirement plan fiduciary advisory RFP
Santa Ana Watershed Project AuthorityCalifornia- Detected
- Oct 20, 2026
- 10 days ago
- Sector
- Administration & Finance
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From the meeting
On October 20, 2026 SAWPA asked the Commission to authorize staff to issue an RFP for retirement plan fiduciary advisory and consulting services. The scope covered the 457(b) Deferred Compensation Plan and the broader retirement program, including assessment, benchmarking, vendor evaluation, staff training, and optional implementation support. MissionSquare was identified as the current 457 provider, and CalPERS was named in the broader retirement program review.
The item was scheduled for authorization, with proposals due November 21, 2026 and award targeted for January 2027.
- Meeting date
- October 20, 2026
- Agency
- Santa Ana Watershed Project Authority
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Questions about this project
What is a pre-RFP?
A pre-RFP is an early indicator that a government agency is planning a purchase — a project discussed in a board meeting, a budget line item, a new hire, or a grant award — captured before a formal RFP or bid is published. Acting on pre-RFPs gives SLED and B2G vendors months of lead time to build relationships and shape requirements.
When will Santa Ana Watershed Project Authority issue an RFP for this project?
Pre-RFPs typically surface 6–18 months before a formal solicitation is published. Civic IQ tracks Santa Ana Watershed Project Authority's meeting records, agendas, and budgets continuously and updates this pre-RFP as the project moves through the buying cycle toward an RFP.
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