Oktibbeha County Institutional Investment Management Services - RFP 20261014-002
Oktibbeha CountyCounty · Starkville, MS- Due
- Nov 23, 2026
- 11 days left
- Posted
- Oct 14, 2026
- Contract term
- 5 years
- Primary contact
- Wayne Carpenter
- (662) 323-1520
The 30-second brief
Oktibbeha County, Mississippi requests sealed proposals for comprehensive discretionary investment management, independent custodial coordination, and trust advisory services for the Oktibbeha County Reserve and Trust Fund with an initial corpus of $55,000,000.00. The selected fiduciary will provide asset allocation modeling, quarterly performance reporting, CPI-U indexed inflation-adjusted floor calculations, annual audited compliance statements, and general trust advisory services pursuant to Mississippi House Bill 4110. Proposals are due by November 23, 2026, at 2:00 PM Central Time. Mandatory minimum qualifications require state- or federally chartered bank or trust status with at least 15 years of trust powers, consolidated banking assets of not less than $15 billion, dedicated trust AUM of at least $1 billion, and comparable endowment experience. Evaluation factors include fiduciary philosophy, historical track record, fee competitiveness, account significance, Mississippi presence, and transition execution.
Discretionary investment management, Independent custodial coordination, Investment Policy Statement formulation, Quarterly performance reporting, CPI-U inflation-adjusted floor calculations, Annual audited compliance statements
Fiduciary Philosophy & IPS Strategy, Track Record & Real Return Capability, Fee Competitiveness & Transparency, Account Significance & Executive Access, Mississippi Presence & Economic Commitment, Relationship Team Continuity & Transition Execution
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Summary
Oktibbeha County, Mississippi requests sealed proposals for comprehensive discretionary investment management, independent custodial coordination, and trust advisory services for the Oktibbeha County Reserve and Trust Fund with an initial corpus of $55,000,000.00.
The selected fiduciary will provide asset allocation modeling, quarterly performance reporting, CPI-U indexed inflation-adjusted floor calculations, annual audited compliance statements, and general trust advisory services pursuant to Mississippi House Bill 4110. Proposals are due by November 23, 2026, at 2:00 PM Central Time. Mandatory minimum qualifications require state- or federally chartered bank or trust status with at least 15 years of trust powers, consolidated banking assets of not less than $15 billion, dedicated trust AUM of at least $1 billion, and comparable endowment experience. Evaluation factors include fiduciary philosophy, historical track record, fee competitiveness, account significance, Mississippi presence, and transition execution.
EVALUATION CRITERIA
6- Fiduciary Philosophy & IPS Strategy
- Track Record & Real Return Capability
- Fee Competitiveness & Transparency
- Account Significance & Executive Access
- Mississippi Presence & Economic Commitment
- Relationship Team Continuity & Transition Execution
REQUIRED DELIVERABLES
6- Discretionary investment management
- Independent custodial coordination
- Investment Policy Statement formulation
- Quarterly performance reporting
- CPI-U inflation-adjusted floor calculations
- Annual audited compliance statements
REQUIRED ATTACHMENTS
5- Attachment A Minimum Qualifications Matrix
- Attachment B Fee Proposal Form
- Attachment C Operational Control Audit Compliance Form
- W-9
- Signed addenda
- Submit to
- Oktibbeha County Chancery Clerk, Attn: Wayne Carpenter, County Administrator, Oktibbeha County Chancery Courthouse, 101 East Main Street, Starkville, Mississippi 39759
- Scope location
- Starkville, Mississippi
Questions about this RFP
How do I respond to this RFP from Oktibbeha County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 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: Oktibbeha County Chancery Clerk, Attn: Wayne Carpenter, County Administrator, Oktibbeha County Chancery Courthouse, 101 East Main Street, Starkville, Mississippi 39759. For questions, contact Wayne Carpenter.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Oktibbeha County in MS, 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 Wayne Carpenter at (662) 323-1520. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Discretionary investment management, Independent custodial coordination, Investment Policy Statement formulation, Quarterly performance reporting, CPI-U inflation-adjusted floor calculations, Annual audited compliance statements. 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: "Fiduciary Philosophy & IPS Strategy, Track Record & Real Return Capability, Fee Competitiveness & Transparency, Account Significance & Executive Access, Mississippi Presence & Economic Commitment, Rel..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Oktibbeha County?
All active and historical solicitations from Oktibbeha County are tracked and searchable. As a county agency, Oktibbeha County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 23, 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: Attachment A Minimum Qualifications Matrix, Attachment B Fee Proposal Form, Attachment C Operational Control Audit Compliance Form, W-9, signed addenda. Review the full document from Oktibbeha County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Starkville, Mississippi. Review the full solicitation for detailed scope requirements.