C250382_Exhibit_B_Price_Summary_Sheet_GMEDITS.pdf
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- Solicitation number
- 250382
- Issued by
- Orange County, California
About this file
This is an Exhibit B Price Summary Sheet for RFP 250382 issued by the Orange County Transportation Authority (OCTA) in California for Deferred Compensation Plan Investment Advisory and Consulting Services. The solicitation seeks qualified consultants to provide investment advisory services to support the Authority's Deferred Compensation Plan Committee in fulfilling its fiduciary responsibilities. The contract is structured as a firm-fixed price agreement with a five-year term effective November 1, 2026, through October 31, 2031, divided into five annual periods.
Bidders are required to propose an Annual Fee for each of the five contract years, with all prices to include direct costs, indirect costs, taxes, and profits. The total project budget is $225,000 for the entire five-year period. The price summary sheet contains line items for Year 1 (11/1/26 – 10/31/27), Year 2 (11/1/27 – 10/31/28), Year 3 (11/1/28 – 10/31/29), Year 4 (11/1/29 – 10/31/30), and Year 5 (11/1/30 – 10/31/31), with space for proposers to enter annual fees. Internal notes indicate that pricing should be fully burdened and that a Total Lump Sum box should be added to allow bidders to calculate cumulative costs across all contract years.
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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 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 $ ________ $ ________ $ ________ $ ________ $ ________
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.
Georgia Martinez Sticky Note be fully-burdened to include...
Georgia Martinez Oval Missing the Total Lump Sum box so they can add up all years.
File details come from the government source that posted it. Updated .