C250382_PS.pdf

This is a procurement schedule memo from the Orange County Transportation Authority (OCTA) in California outlining the timeline for releasing, selecting, and awarding RFP 250382 for Deferred Compensation Plan Investment Advisory and Consulting Services. The RFP will be issued on August 20, 2026, with advertisements published on August 18 and 25, 2026. Written questions from proposers are due by August 27, 2026, followed by OCTA's response on September 3, 2026. Proposals must be submitted by 2:00 p.m. on September 15, 2026, with a pre-evaluation meeting scheduled for 4:00 p.m. the same day. The evaluation committee will review proposals on October 6, 2026, with interviews conducted on October 14, 2026, from 8:00 a.m. to 5:00 p.m. The contract is scheduled to be executed on November 1, 2026. The selected consultant will provide investment advisory services to assist the Authority's Deferred Compensation Plan Committee in fulfilling its fiduciary responsibilities.

The project budget is $225,000 for a five-year term. The memo was prepared by Gina Torres, Senior Contract Administrator in CAMM, and addressed to Miranda Smith, Department Manager of Human Resources, requesting her review and approval of the proposed schedule.