Orange County Employees Retirement System - Investment Consultant Services - 2026
Orange Co Employees Retirement SystemCounty Department · Santa Ana, CA- Due
- Nov 18, 2026
- 3 days left
- Posted
- Oct 8, 2026
- Contract term
- 3 years
- Primary contact
- Senior Manager, Contracts & Operations And Support Services
- (714) 569-4818
The 30-second brief
Orange County Employees Retirement System (OCERS) is requesting proposals for pension fund investment consulting services to improve portfolio performance and manage risk. Services include non-discretionary consulting for general investments and total portfolio risk, private equity, private credit, real assets, real estate, and hedge funds. The $30.5 billion pension fund seeks qualified SEC-registered investment advisors to provide investment policy advice, asset allocation studies, manager due diligence, performance monitoring, and risk management. Proposals must be submitted electronically via the PlanetBids online portal by November 18, 2026, with an Intent to Respond due by October 23, 2026. The initial contract term is 3 years with an option to renew for up to an additional 3 years.
Experience and reputation of the respondent, Quality of the team proposed, Quantitative and qualitative research capabilities, Access to investment managers or premier general partners, Investment philosophy, Quality and timing of reports, Availability and quality of Client Portal offering, Organization and completeness of proposal, Pricing and value, Information provided by references, Other factors
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Summary
Orange County Employees Retirement System (OCERS) is requesting proposals for pension fund investment consulting services to improve portfolio performance and manage risk.
Services include non-discretionary consulting for general investments and total portfolio risk, private equity, private credit, real assets, real estate, and hedge funds. The $30.5 billion pension fund seeks qualified SEC-registered investment advisors to provide investment policy advice, asset allocation studies, manager due diligence, performance monitoring, and risk management. Proposals must be submitted electronically via the PlanetBids online portal by November 18, 2026, with an Intent to Respond due by October 23, 2026. The initial contract term is 3 years with an option to renew for up to an additional 3 years.
EVALUATION CRITERIA
11- Experience and reputation of the respondent
- Quality of the team proposed
- Quantitative and qualitative research capabilities
- Access to investment managers or premier general partners
- Investment philosophy
- Quality and timing of reports
- Availability and quality of Client Portal offering
- Organization and completeness of proposal
- Pricing and value
- Information provided by references
- Other factors
REQUIRED ATTACHMENTS
7- Intent to Respond
- Proposal Cover Page and Checklist
- Minimum Qualifications Certification
- Table of Contents
- Executive Summary
- Fee Proposal
- Response to the Questionnaires
- Submit to
- https://vendors.planetbids.com/portal/56826/portal-home
- Duration
- 72 months
- Scope location
- Santa Ana, CA
- Reported agency
- Orange County Employees Retirement System
Questions about this RFP
How do I respond to this RFP from Orange Co Employees Retirement System?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 18, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://vendors.planetbids.com/portal/56826/portal-home. For questions, contact Senior Manager, Contracts & Operations And Support Services.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Orange Co Employees Retirement System in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Senior Manager, Contracts & Operations And Support Services at (714) 569-4818. Questions and answers are typically shared with all prospective bidders.
Show 6 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and reputation of the respondent, Quality of the team proposed, Quantitative and qualitative research capabilities, Access to investment managers or premier general partners, Investment phi..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Orange Co Employees Retirement System?
All active and historical solicitations from Orange Co Employees Retirement System are tracked and searchable. As a county department agency, Orange Co Employees Retirement System regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 18, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Intent to Respond, Proposal Cover Page and Checklist, Minimum Qualifications Certification, Table of Contents, Executive Summary, Fee Proposal, Response to the Questionnaires. Review the full document from Orange Co Employees Retirement System for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Santa Ana, CA. Review the full solicitation for detailed scope requirements.
