Office of the Oklahoma State Treasurer Outsourced Chief Investment Officer RFP 2026
City of HealdtonCity · Healdton, OK- Due
- Aug 3, 2026
- Deadline passed
- Posted
- Jul 15, 2026
The 30-second brief
The Oklahoma State Treasurer is seeking an Outsourced Chief Investment Officer (OCIO) to manage the newly established Oklahoma Taxpayer Endowment Trust Fund. Proposals are due August 3, 2026.
Proposed fees and overall cost, investment approach and methodology, organizational capability, team depth, relevant experience, references and demonstrated record
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Summary
The Oklahoma State Treasurer is seeking an Outsourced Chief Investment Officer (OCIO) to manage the newly established Oklahoma Taxpayer Endowment Trust Fund. Proposals are due August 3, 2026.
EVALUATION CRITERIA
6- Proposed fees and overall cost
- Investment approach and methodology
- Organizational capability
- Team depth
- Relevant experience
- References and demonstrated record
REQUIRED ATTACHMENTS
5- Exhibit C (Contract Non-Collusion Affidavit)
- Form ADV Part I and II
- Audited Annual Financial Report
- SEC Deficiency Letter
- Summary of qualifications
REQUIRED STAFFING
7- Submit to
- [email protected]
- Scope location
- Oklahoma City, OK
- Reported agency
- Office of the Oklahoma State Treasurer
Questions about this RFP
How do I respond to this RFP from City of Healdton?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 3, 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 City of Healdton 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.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: lead relationship manager, lead portfolio manager, client service professionals, trading personnel, operations personnel, private markets specialists, risk management professionals. Proposers should demonstrate relevant qualifications and experience for each required role.
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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: "Proposed fees and overall cost, investment approach and methodology, organizational capability, team depth, relevant experience, references and demonstrated record" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Healdton?
All active and historical solicitations from City of Healdton are tracked and searchable. As a city agency, City of Healdton regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: Exhibit C (Contract Non-Collusion Affidavit), Form ADV Part I and II, Audited Annual Financial Report, SEC Deficiency Letter, summary of qualifications. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from City of Healdton for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Oklahoma City, OK. Review the full solicitation for detailed scope requirements.