How to bid on investment consulting services for OCERS

What OCERS is buying

The Orange County Employees Retirement System (OCERS) is seeking qualified firms for pension fund investment consulting services. The consultant will help improve long-term portfolio performance while managing risk in line with the risk profiles set by OCERS’s Investment Committee.

This RFP may suit firms with experience advising pension funds on investments, portfolio performance, and risk management.

Deadline and submission

Proposals are due November 18, 2026, at 8:00 PM ET. Submit electronically through PlanetBids before the deadline.

Who this opportunity suits

This opportunity is for qualified investment consulting firms that can support a public retirement system’s long-term portfolio goals and align advice with its Investment Committee’s risk profiles. The listed category is professional.

How to access and respond

Open the OCERS solicitation on PlanetBids using the “View original source” option. The listing makes the scope, dates, and document list public. PlanetBids may ask you to complete a “confirm you are human” check before the page loads.

Register a free PlanetBids vendor account with OCERS to download documents, receive addenda, and submit your proposal electronically. Review the listing and its documents for the response instructions, then submit before the stated deadline.

Prepare a clear, competitive proposal

Explain how your firm would help OCERS pursue long-term portfolio performance while managing risk in line with the Investment Committee’s profiles. Connect your approach to the needs described in the solicitation rather than relying on general claims.

Read all available documents and addenda, confirm that your proposal addresses each requested item, and leave time to complete the electronic submission before the deadline.