RETIREMENT PLAN FIDUCIARY ADVISORY AND CONSULTING SERVICES

The Santa Ana Watershed Project Authority (SAWPA) is seeking a qualified independent consultant to provide fiduciary advisory and consulting services for its retirement savings programs, with an emphasis on the MissionSquare Governmental 457(b) Deferred Compensation Plan. The work will be delivered through task orders that may include plan assessment, fiduciary review, investment/vendor evaluation, participant‑engagement and education, final reporting, and optional implementation or ongoing advisory support. The contract is a framework agreement; each task order will specify a “total not‑to‑exceed” budget and schedule, with payment on net‑30 terms after invoicing. Key points for evaluation: • Scope is wide‑ranging consulting (plan analysis, benchmarking, education, governance) – suitability depends on retirement‑plan expertise. • No overall ceiling disclosed; each task order caps its own spend, so pricing must be competitive per hour or per task. • High insurance requirements (CGL $2 M, PL $1 M, etc.) and a 10‑day termination notice create risk. • Contract term spans two fiscal years (FY 2026‑27 and FY 2027‑28), potentially extending to ~2‑2.5 years of service. • Submission deadline 23 Nov 2026; questions due 3 Nov 2026.