Colorado Department of the Treasury - Community Investment Consultant - RFP 2026
Colorado Department of the Treasury | State of ColoradoState · CO- Due
- Nov 20, 2026
- 22 days left
- Posted
- Oct 15, 2026
- Contract term
- 1 year
- Primary contact
- Matthew Miniaci
The 30-second brief
The Colorado Department of the Treasury, on behalf of the Public School Fund Investment Board (PSFIB), seeks a community and/or impact investing consultant firm to implement SB25-167 and provide comprehensive consulting services for the Community Investment Portfolio within the Colorado Public School Permanent Fund. Scope of work includes portfolio construction, asset allocation, performance/benchmark guidelines, risk tolerance, investment manager/program manager selection, monitoring oversight, and annual and quarterly reporting. Allowable instrument types include municipal bonds/loans, certificates of participation, MBS/CMOs, and mortgage-type securities. The submission deadline is November 20, 2026, at 1:00 PM MT, with written inquiries due by November 3, 2026. The initial contract term is one year starting March 1, 2027, with up to four additional one-year renewal periods, not to exceed five years total.
Demonstrated Experience and Capabilities, Accessibility Requirements, Technical Proposal, Cost Proposal
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Summary
The Colorado Department of the Treasury, on behalf of the Public School Fund Investment Board (PSFIB), seeks a community and/or impact investing consultant firm to implement SB25-167 and provide comprehensive consulting services for the Community Investment Portfolio within the Colorado Public School Permanent Fund.
Scope of work includes portfolio construction, asset allocation, performance/benchmark guidelines, risk tolerance, investment manager/program manager selection, monitoring oversight, and annual and quarterly reporting. Allowable instrument types include municipal bonds/loans, certificates of participation, MBS/CMOs, and mortgage-type securities. The submission deadline is November 20, 2026, at 1:00 PM MT, with written inquiries due by November 3, 2026. The initial contract term is one year starting March 1, 2027, with up to four additional one-year renewal periods, not to exceed five years total.
EVALUATION CRITERIA
4- Demonstrated Experience and Capabilities
- Accessibility Requirements
- Technical Proposal
- Cost Proposal
REQUIRED ATTACHMENTS
4- Offeror Response Signature Page
- Model Contract Affirmation (Attachment 2)
- W-9 (Attachment 3)
- Cost Proposal (Attachment 1)
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Denver, CO
- Reported agency
- State of Colorado
Questions about this RFP
How do I respond to this RFP from Colorado Department of the Treasury | State of Colorado?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 20, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Matthew Miniaci.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Colorado Department of the Treasury | State of Colorado in CO, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Matthew Miniaci. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated Experience and Capabilities, Accessibility Requirements, Technical Proposal, Cost Proposal" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Colorado Department of the Treasury | State of Colorado?
All active and historical solicitations from Colorado Department of the Treasury | State of Colorado are tracked and searchable. As a state agency, Colorado Department of the Treasury | State of Colorado regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 20, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Offeror Response Signature Page, Model Contract Affirmation (Attachment 2), W-9 (Attachment 3), Cost Proposal (Attachment 1). Review the full document from Colorado Department of the Treasury | State of Colorado for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Denver, CO. Review the full solicitation for detailed scope requirements.