Oklahoma State Treasurer Investment Advisor RFP 2026
City of HealdtonCity · Healdton, OK- Due
- Jan 23, 2026
- Deadline passed
- Posted
- Jan 8, 2026
The 30-second brief
The Office of the Oklahoma State Treasurer is seeking proposals from qualified investment advisors and fiduciary managers for the Invest in Oklahoma program. The program aims to encourage public entities to invest in Oklahoma-based companies and funds. The selected firm will serve as a fiduciary, assist in investment selection and monitoring, lead outreach to public funds, and provide reporting.
Investment recommendations, Monitoring reports, Outreach plans, Fiduciary services
Alignment with statutory factors, experience with PE/VC/growth/real assets and public institutional clients, understanding of Oklahoma's investment ecosystem, investment strategies, proposed team strength and experience, robustness of due diligence/selection/monitoring processes, conflict management, fee structure and value
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Summary
The Office of the Oklahoma State Treasurer is seeking proposals from qualified investment advisors and fiduciary managers for the Invest in Oklahoma program.
The program aims to encourage public entities to invest in Oklahoma-based companies and funds. The selected firm will serve as a fiduciary, assist in investment selection and monitoring, lead outreach to public funds, and provide reporting.
EVALUATION CRITERIA
8- Alignment with statutory factors
- Experience with PE/VC/growth/real assets and public institutional clients
- Understanding of Oklahoma's investment ecosystem
- Investment strategies
- Proposed team strength and experience
- Robustness of due diligence/selection/monitoring processes
- Conflict management
- Fee structure and value
REQUIRED DELIVERABLES
4- Investment recommendations
- Monitoring reports
- Outreach plans
- Fiduciary services
REQUIRED ATTACHMENTS
financial statements, non-collusion affidavit
- Submit to
- Oklahoma City, OK
- 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 January 23, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Oklahoma City, OK.
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 are the key deliverables?
The solicitation specifies the following deliverables: Investment recommendations, Monitoring reports, Outreach plans, Fiduciary services. Proposals should clearly address how each deliverable will be met.
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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: "Alignment with statutory factors, experience with PE/VC/growth/real assets and public institutional clients, understanding of Oklahoma's investment ecosystem, investment strategies, proposed team stre..." 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: financial statements, non-collusion affidavit. 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.