When is the submission deadline?

Submissions are due July 7, 2026. Questions must be submitted by June 23, 2026.

It was issued by Butte County Administration. The work is located in Oroville, California, United States.

Who is a good fit for this opportunity?

Experience in public sector pension trust administration. Proven track record in professional investment management. Ability to deliver educational and advisory services for government agencies. Expertise in compliance with pension-related policies and investment guidelines. Established operations within California or the western United States.

Pension Trust Administration and Investment Management Services (Due July 7, 2026)

Overview

Financial, Legal, HR & Staffing

Oroville, California, United StatesPosted: June 10th, 2026Deadline: July 7th, 2026

Fit Score

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SUMMARY

The government authority in Oroville, California seeks a provider for pension trust administration and investment management, as well as advisory and educational support services.

KEY REQUIREMENTS

Must be a qualified firm with experience in IRS Code Section 115 pension trust administration and investment management services for public sector agencies.
Must be properly registered as an investment advisor with the U.S. Securities and Exchange Commission or applicable state regulatory authority.
Must be prepared to use the County's standard contract template.
Must maintain minimum appropriate insurance requirements as specified in the RFP.
Must be able to implement the trust program within 30 days of contract execution or a mutually agreed timeframe.
Must comply with Title II of the Americans with Disabilities Act (ADA) for all digital content and services.

TIMELINE

Solicitation Publication: June 9th, 2026

Final Date to Submit Questions: June 23rd, 2026

Questions Answered via Addendum: June 30th, 2026

RFP Submittals Due: July 7th, 2026

Preliminary Evaluation Completed: July 14th, 2026

Presentation/Demonstration: July 21st, 2026

Evaluation Completion: July 28th, 2026

Award of Contract: August 25th, 2026

QUESTION DEADLINE

June 23rd, 2026

Issuing Agency

Butte County Administration

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DESCRIPTION

A government authority in Oroville, California is seeking a vendor to provide comprehensive pension trust administration and investment management services. The pension plans are funded via employer and employee contributions, as well as investment earnings, and the agency accumulates funds through payroll-based collections and other sources like savings from prepayment of unfunded actuarial liability and dedicated funds.

The selected provider will deliver professional investment management services for assets within the trust, including constructing portfolios, implementing approved asset allocation strategies, monitoring and managing investments, rebalancing portfolios as needed, and ensuring risk management and compliance with applicable guidelines. Additionally, the provider will supply advisory, educational, and support services, such as delivering educational presentations, updates for staff, advisory bodies, and agency supervisors, and assisting in understanding trust investment strategies, performance results, and long-term pension funding issues. The initial contract period is one year.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 7, 2026. Questions must be submitted by June 23, 2026.
Who issued this RFP?: It was issued by Butte County Administration. The work is located in Oroville, California, United States.
Who is a good fit for this opportunity?: Experience in public sector pension trust administration
Proven track record in professional investment management
Ability to deliver educational and advisory services for government agencies
Expertise in compliance with pension-related policies and investment guidelines
Established operations within California or the western United States

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