C250382_R002020.pdf

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Attached to
Deferred Compensation Plan Investment Advisory and Consulting Services
Solicitation number
250382
Issued by
Orange County, California

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Written by GovTribe AI ·

This is a Purchase Requisition document from the Orange County Transportation Authority (OCTA) for investment advisory and consulting services related to the agency's Deferred Compensation Plans. OCTA is requesting a five-year firm-fixed contract with an investment consultant to ensure fiduciary compliance and adherence to the Investment Policy for the Deferred Compensation Plans. The contract will commence in Fiscal Year 2026-2027, with the project manager identified as Bea Maselli (extension 5825). The requisition was entered on June 23, 2026, and the current incumbent contract (C-1-3496) expires on August 31, 2026.

The total estimated contract value is $225,000 over the five-year term, with annual pricing as follows: FY 2026-2027 at $37,500, FY 2027-2028 through FY 2030-2031 at $45,000 each year, and FY 2031-2032 at $7,500. The contract will be funded through the Excess Revenue Account in the Deferred Compensation Plan account through Nationwide. The requisition was authorized by V99999 and processed by Gina Torres, with the requested authorization provided by Monica Aguilar, Bea Maselli, and Angela Rosales on the dates specified in the document.

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Other files

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C250382_Exhibit_C_Proposed_Agreement.pdf PDF
C250382_Exhibit_B_Price_Summary_Sheet.pdf PDF
C250382_Exhibit_D_2026_Level_1_Safety_Specifications_-_Rev_11.pdf PDF
C250382_Attachment_A_Questionnaire.pdf PDF
C250382_Exhibit_A_Scope_of_Work.pdf PDF
C250382_Exhibit_B_Price_Summary_Sheet_GMEDITS.pdf PDF
C250382_Exhibit_C_Proposed_Agreement_GMEDITS.pdf PDF
C250382_Exhibit_A_Scope_of_Work_GMEDITS.pdf PDF
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C250382_PS.pdf PDF
C250382_Public_Notice.pdf PDF
C250382_Insurance_Memo_RM_Response_08-10-26.pdf PDF
C250382_SOWVerification.pdf PDF
C250382_Public_Notice_Proof.pdf PDF
C250382_ICE_R002020.pdf PDF
C250382_Form_700_Legal_Counsel_Response_06-12-26.pdf PDF
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Is Dept Involved

Budget Year Fiscal Year Encumbered Grant Funded

Warehouse

IS INVOLVEMENT - NOT REQUIRED

Y Fiscal Year 26-27

Monica Aguilar.R002020 HR 04/08/2026BEA MASELLI $225,000.00Angela Rosales 06/04/2026

***** PURCHASE REQUISITION REPRINT *****

OCTA PRD

Run On: 2026/06/23 PR8001Report:

Gina TorresRun. By: 1Page:

- - - - - -- - - - - - - - - - - - - - Authorized - - - - - - - - - - - - - -- - - - - -

TBD

Auth. By

V99999 Supplier:

Auth. ValueAuth.Date

Purchasing Question

FOB

Purchasing Instructions

Project Manager Date ReqdDate EnteredSec CdRequested ByReq No

(Please note that cost of the contract will be paid from the Excess Revenue Account in the Deferred Compensation Plan account through Nationwide. Estimated 5 year cost is $225,000)

Contract will be five years, firm-fixed.

PM is Bea Maselli - extension 5825

Actual PriceOrder NoDescriptionItem UOM Estimated PriceQty

$225,000.000001 EA Request for investment consultant to ensure fiduciary compliance and225,000.001 adherence to the Investment Policy for OCTA Deferred Compensation

Plans. Contract will be for five years. (Note: current contract is

C-1-3496, expires 8/31/2026)

FY 2026-2027 $37,500

FY 2027-2028 $45,000

FY 2028-2029 $45,000

FY 2029-2030 $45,000

FY 2030-2031 $45,000

FY 2031-2032 $7,500

PR8001Jun 23,2026 Report:

Run. By: Gina Torres Req No Page: 1

Run On:

%100.001341 7519 A2018 T3Y

PR8001Jun 23,2026 R002020 Report:

Run. By: Gina Torres Req No Page: 2

Run On:

File details come from the government source that posted it. Updated .