C250382_Exhibit_B_Price_Summary_Sheet.pdf
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- Solicitation number
- 250382
- Issued by
- Orange County, California
About this file
This is a Price Summary Sheet (Exhibit B) for RFP 250382 issued by the Orange County Transportation Authority (OCTA) in California for investment advisory and consulting services to support the Authority's Deferred Compensation Plan Committee. The solicitation seeks qualified consultants to provide fiduciary investment advisory services with a contract term of five years, effective November 1, 2026 through October 31, 2031. Bidders are required to submit annual fees for each of the five contract years, with pricing extending from Year 1 (November 1, 2026 – October 31, 2027) through Year 5 (November 1, 2030 – October 31, 2031), and must calculate a grand total representing the sum of all five years.
The Authority intends to award a firm-fixed price contract with a total budget of $225,000 for the five-year term. All proposed prices must be fully burdened to include direct costs, indirect costs, tax, and profits. Bidders accepting this RFP agree to provide services in accordance with all terms, conditions, and requirements outlined in RFP 250382 and supporting documentation. The pricing structure requires annual fee submissions for each contract year, allowing for potential cost adjustments across the five-year period while maintaining the overall budgetary constraints established by the Authority.
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Text version
RFP 250382
EXHIBIT B
PRICE SUMMARY SHEET
SCHEDULE I ---- HOURLY RATE SCHEDULE
Enter below the proposed price for the services described in the Scope of Work, Exhibit A.
Prices shall be fully-burdened to include direct costs, indirect costs, tax, and profits. The Authority’s intention is to award a firm-fixed price contract for a five (5)-year term.
Effective November 1, 2026 through October 31, 2031
Year 1 Year 2 Year 3 Year 4 Year 5
11/1/26 – 10/31/27
11/1/27 – 10/31/28
11/1/28 – 10/31/29
11/1/29 – 10/31/30
11/1/30 – 10/31/31
Annual Fee $ ________ $ ________ $ ________ $ ________ $ ________
Grand Total (Years 1-5) $ ________
The undersigned, upon acceptance, agrees to provide the service in accordance with the terms, conditions, and requirements as contained in RFP 250382 and the supporting documents for all prices proposed.
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