Oklahoma Tobacco Settlement Endowment Trust RFP Global Private Equity 2026
City of HealdtonCity · Healdton, OK- Due
- Apr 22, 2026
- Deadline passed
- Primary contact
- Lisa Murray
The 30-second brief
Solicits proposals from qualified firms to render investment management services for a Global Private Equity fund. The desired service involves managing an open-end, evergreen commingled fund with an allocation of approximately $75 million.
Cover letter, Complete response to RFP
Organization and Team, Investment Philosophy, Process, and Due Diligence, Product Information, Operations, Administration, & Risk Management, Product Fees, Oklahoma Values and Environmental, Social, and Governance
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Summary
Solicits proposals from qualified firms to render investment management services for a Global Private Equity fund. The desired service involves managing an open-end, evergreen commingled fund with an allocation of approximately $75 million.
EVALUATION CRITERIA
12- Organization and Team
- Investment Philosophy
- Process
- Due Diligence
- Product Information
- Operations
- Administration
- & Risk Management
- Product Fees
- Oklahoma Values and Environmental
- Social
- Governance
REQUIRED DELIVERABLES
Cover letter, Complete response to RFP
REQUIRED ATTACHMENTS
Excel document titled "OK TSET Global Buyout PE Information Request FINAL"
- Submit to
- [email protected], [email protected], [email protected]
- Scope location
- Oklahoma
- Reported agency
- Oklahoma Tobacco Settlement Endowment Trust Fund Board of Investors
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 April 22, 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: [email protected], [email protected], [email protected]. For questions, contact Lisa Murray.
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.
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 Lisa Murray. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Cover letter, Complete response to RFP. 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: "Organization and Team, Investment Philosophy, Process, and Due Diligence, Product Information, Operations, Administration, & Risk Management, Product Fees, Oklahoma Values and Environmental, Social, a..." 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: Excel document titled "OK TSET Global Buyout PE Information Request FINAL". 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.