Orange County Transportation Authority - Deferred Compensation Plan Investment Advisory Services - 267351
Orange County Transportation Authority, Orange, CA·Public Authority
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- Primary Contact
- Miranda Smith · (714) 560-5330
- Contract Term
- 5 years
- Scope Location
- Orange, CA
- Submission Address
- 550 South Main Street, Orange, CA, 92863
SUMMARY
The Orange County Transportation Authority invites proposals from qualified consultants to provide investment advisory and consulting services to assist the Authority's Deferred Compensation Plan Committee in carrying out its fiduciary responsibilities. The project budget is $225,000 for a five-year term. Proposals are due by September 15, 2026, following a notice of interest deadline on August 27, 2026. Submissions are to be delivered to 550 South Main Street, Orange, CA, 92863.
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Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from Orange County Transportation Authority?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 15, 2026. Submissions should be delivered to: 550 South Main Street, Orange, CA, 92863. For questions, contact Miranda Smith.
Where can I find more RFPs from Orange County Transportation Authority?
All active and historical solicitations from Orange County Transportation Authority are tracked and searchable. As a public authority agency, Orange County Transportation Authority 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 5 years. Contract terms may include renewal options.
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. Review the full document from Orange County Transportation Authority for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Orange County Transportation Authority 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 Miranda Smith at (714) 560-5330. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Orange, CA. Review the full solicitation for detailed scope requirements.
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