Deferred Compensation Plan Advisory Services
California > Coachella Valley Association of Governments
Original Solicitation Links
Contact
Submission Instructions
Description
CVAG seeks an independent consultant to evaluate its governmental 457(b) and 401(a) deferred compensation plans and provide ongoing advisory services. Required work includes reviewing plan design, provider and administrative services, investments, fees, governing documents, governance, participant services, and compliance processes; benchmarking fees and services; developing governance policies and an investment policy statement; and providing quarterly investment monitoring, recommendations, meetings, and participant education. The consultant must disclose conflicts and compensation and accept fiduciary or equivalent prudent-expert responsibilities as specified in the agreement. Optional, separately authorized work may include negotiating with the incumbent provider, conducting a competitive provider procurement, and assisting with implementation or transition. Proposals must include separate technical and fee proposal attachments, with the technical proposal organized as specified and limited to 20 pages, excluding listed materials. The technical proposal must address the requested qualifications, approach, personnel, independence, schedule, sample work products, three comparable references from the past five years, disclosures, required forms, and any contract exceptions.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Commercial General Liability — $1,000,000.00
- Professional Liability/Errors and Omissions — $1,000,000.00
- Automobile Liability — $1,000,000.00
- Workers' Compensation
- Employer's Liability — $1,000,000.00
- Cyber/Privacy Liability — $1,000,000.00
- Minimum 3 references
- Within the last 5 years
- Client point of contact required for each reference
Location
Documents
| Title | Date Posted |
|---|---|
| CVAG_Deferred_Compensation_RFP_2026 | Oct 30, 2026 03:18 PM |
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