Office of the Oklahoma State Treasurer Outsourced Chief Investment Officer RFP 2026
City of HealdtonCity · Healdton, OK- Due
- Aug 3, 2026
- Deadline passed
The 30-second brief
The Oklahoma State Treasurer seeks an Outsourced Chief Investment Officer (OCIO) for the Taxpayer Endowment Trust Fund. The role includes discretionary management of a $200M initial corpus with annual $37M contributions. Proposals are due August 3, 2026.
Recommended pacing
Hear what Healdton plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The Oklahoma State Treasurer seeks an Outsourced Chief Investment Officer (OCIO) for the Taxpayer Endowment Trust Fund. The role includes discretionary management of a $200M initial corpus with annual $37M contributions. Proposals are due August 3, 2026.
EVALUATION CRITERIA
Recommended pacing
REQUIRED ATTACHMENTS
3- Sample reports
- Comparison materials
- Summary of qualifications
- Scope location
- Oklahoma
- 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.
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.
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: "Recommended pacing" 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: sample reports, comparison materials, summary of qualifications. 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. Review the full solicitation for detailed scope requirements.