How to bid on Deferred Compensation Plan Investment Advisory Services for Orange County Transportation Authority

What the agency is buying

The Orange County Transportation Authority (OCTA) is seeking proposals from qualified consultants to provide investment advisory and consulting services. This work will assist the Authority's Deferred Compensation Plan Committee in fulfilling its fiduciary responsibilities. The project has a budget of $225,000 for a five-year term.

Key dates and deadlines

This opportunity was published on August 20, 2026. Proposals are due by September 15, 2026, at 5:00 PM ET. All responses must be submitted before this deadline.

Who this opportunity suits

This solicitation is suitable for consulting firms specializing in investment advisory services, particularly those with experience in deferred compensation plans and supporting committees with fiduciary duties. The category for this work is professional services.

How to respond

To access the full solicitation details, you need to go to the agency's procurement portal, OpenGov Procurement. You will need to sign in or create a free vendor account to download plans, ask questions, join the planholders list, and submit your response. Addenda notices will also be distributed through OpenGov.

Tips for preparing a competitive response

Clearly demonstrate your firm's expertise in investment advisory services and your understanding of deferred compensation plans. Highlight your experience in assisting committees with their fiduciary responsibilities. Ensure your proposal directly addresses all requirements outlined in the solicitation documents.

Pay close attention to the budget and term specified. Structure your proposal to be clear, concise, and easy for the committee to review. Double-check all submission requirements and deadlines to ensure your proposal is complete and submitted on time through the OpenGov portal.