Office of the Oklahoma State Treasurer Acquisition of an Annuity - 2026
Oklahoma Office of the State Treasurer | State of OklahomaState · Oklahoma City, OK- Due
- Nov 17, 2026
- 19 days left
The 30-second brief
The Office of the Oklahoma State Treasurer is issuing a Request for Proposal for the acquisition of an annuity or materially similar financial instrument, involving an initial principal investment of $255,000,000. The scope requires fifteen equal annual distributions occurring on June 1 from 2031 through 2045, structured as either an annuity or a cashflow-matching separately managed account (SMA). Eligible underlying obligations include direct U.S. government obligations, U.S. agency or GSE obligations, senior unsecured obligations of corporate or financial issuers, and insurance annuity contracts. Proposals must state a firm spread in basis points to a named Benchmark Reference, include Net Yield and gross yield calculated on an actual/365 day count, and meet specific concentration limits and rating standards. The proposal submission deadline is November 17, 2026, at 3:00 p.m. Central Time.
Pricing certainty, Net Yield, compensation, qualifications, narrative proposal
Get the decision makers at Oklahoma Office of the State Treasurer | State of Oklahoma before you write a word.
Get decision-maker emailsFree account · 30-second setup · No credit card
Summary
The Office of the Oklahoma State Treasurer is issuing a Request for Proposal for the acquisition of an annuity or materially similar financial instrument, involving an initial principal investment of $255,000,000.
The scope requires fifteen equal annual distributions occurring on June 1 from 2031 through 2045, structured as either an annuity or a cashflow-matching separately managed account (SMA). Eligible underlying obligations include direct U.S. government obligations, U.S. agency or GSE obligations, senior unsecured obligations of corporate or financial issuers, and insurance annuity contracts. Proposals must state a firm spread in basis points to a named Benchmark Reference, include Net Yield and gross yield calculated on an actual/365 day count, and meet specific concentration limits and rating standards. The proposal submission deadline is November 17, 2026, at 3:00 p.m. Central Time.
EVALUATION CRITERIA
5- Pricing certainty
- Net Yield
- Compensation
- Qualifications
- Narrative proposal
REQUIRED ATTACHMENTS
6- Appendix A
- Appendix B
- Appendix C
- Attachment A
- Diversified issuer schedule
- Section 10 qualification documents
- Submit to
- [email protected]
- Reported agency
- Office of the Oklahoma State Treasurer
Questions about this RFP
How do I respond to this RFP from Oklahoma Office of the State Treasurer | State of Oklahoma?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 17, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected].
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Oklahoma Office of the State Treasurer | State of Oklahoma in OK, 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.
Show 4 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Pricing certainty, Net Yield, compensation, qualifications, narrative proposal" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Oklahoma Office of the State Treasurer | State of Oklahoma?
All active and historical solicitations from Oklahoma Office of the State Treasurer | State of Oklahoma are tracked and searchable. As a state agency, Oklahoma Office of the State Treasurer | State of Oklahoma regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of November 17, 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: Appendix A, Appendix B, Appendix C, Attachment A, diversified issuer schedule, Section 10 qualification documents. Review the full document from Oklahoma Office of the State Treasurer | State of Oklahoma for the complete list.