Santa Ana Watershed Project Authority - Retirement Plan Fiduciary Advisory and Consulting Services - 2026
Santa Ana Watershed Project AuthoritySpecial District · Riverside, CA- Due
- Nov 23, 2026
- 24 days left
- Posted
- Oct 20, 2026
- Contract term
- 2 years
- Primary contact
- Shavonne Turner
The 30-second brief
The Santa Ana Watershed Project Authority (SAWPA) invites proposals from qualified professionals for independent retirement plan fiduciary advisory and consulting services for its retirement program, including the MissionSquare Governmental 457(b) Deferred Compensation Plan and the CalPERS Deferred Compensation Program. Services encompass retirement plan assessment, fiduciary review and benchmarking, investment and vendor evaluation, employee engagement and participant education, staff training, final reporting, and optional implementation and ongoing advisory support. Proposals are due by November 23, 2026, at 5:00 P.M., with proposer questions due by November 3, 2026, at 5:00 P.M. Submittals must be uploaded via PlanetBids. Evaluation criteria include experience and qualifications, coordination approach and understanding of needs, appropriateness of proposed costs, and anticipated value and quality of services.
Experience and qualifications of the assigned individuals/firm, Coordination approach and understanding of needs, Appropriateness of proposed costs, Anticipated value and quality of services received
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Summary
The Santa Ana Watershed Project Authority (SAWPA) invites proposals from qualified professionals for independent retirement plan fiduciary advisory and consulting services for its retirement program, including the MissionSquare Governmental 457(b) Deferred Compensation Plan and the CalPERS Deferred Compensation Program.
Services encompass retirement plan assessment, fiduciary review and benchmarking, investment and vendor evaluation, employee engagement and participant education, staff training, final reporting, and optional implementation and ongoing advisory support. Proposals are due by November 23, 2026, at 5:00 P.M., with proposer questions due by November 3, 2026, at 5:00 P.M. Submittals must be uploaded via PlanetBids. Evaluation criteria include experience and qualifications, coordination approach and understanding of needs, appropriateness of proposed costs, and anticipated value and quality of services.
EVALUATION CRITERIA
4- Experience and qualifications of the assigned individuals/firm
- Coordination approach and understanding of needs
- Appropriateness of proposed costs
- Anticipated value and quality of services received
REQUIRED ATTACHMENTS
3- Attachment A - Cost Proposal
- Letter of Offer
- Technical Proposal
- Submit to
- https://vendors.planetbids.com/portal/52676/bo/bo-search
- Duration
- 24 months
- Scope location
- Riverside, CA
Questions about this RFP
How do I respond to this RFP from Santa Ana Watershed Project Authority?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 23, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://vendors.planetbids.com/portal/52676/bo/bo-search. For questions, contact Shavonne Turner.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Santa Ana Watershed Project 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 Shavonne Turner. 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 qualifications of the assigned individuals/firm, Coordination approach and understanding of needs, Appropriateness of proposed costs, Anticipated value and quality of services received" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Santa Ana Watershed Project Authority?
All active and historical solicitations from Santa Ana Watershed Project Authority are tracked and searchable. As a special district agency, Santa Ana Watershed Project 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 2 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 23, 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: Attachment A - Cost Proposal, Letter of Offer, Technical Proposal. Review the full document from Santa Ana Watershed Project Authority for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Riverside, CA. Review the full solicitation for detailed scope requirements.