Oregon State Treasury - Real Estate Portfolio Consultant Services RFP #OIC1063 - 2026
Oregon State TreasuryState · Salem, OR- Due
- Dec 4, 2026
- 27 days left
- Posted
- Sep 23, 2026
- Contract term
- 3 years
- Primary contact
- Josh Woodmansee
- (503) 431-7900
The 30-second brief
Oregon State Treasury is seeking proposals from qualified firms to provide institutional real estate investment consulting services for the Oregon Public Employees' Retirement Fund (OPERF) and other investment funds. The selected consultant will provide expert advice on policies, strategies, due diligence, and monitoring at all phases of investment for the Real Estate Portfolio, which holds approximately $100 billion in assets. Services include attending meetings, reviewing investment proposals, conducting manager due diligence, assisting with legal document negotiations, and performing annual portfolio reviews. Proposals are due by December 4, 2026, at 12:00 PM PST via email to the Single Point of Contact. Proposers must be registered investment advisers with the SEC under the Investment Advisers Act of 1940 and have experience advising public pension plans with at least $10 billion in total assets.
Key Person (10), Firm Information & Experience (10), Firm Personnel (10), Services (15), Due Diligence Process & Capabilities (20), Investment Recommendations (15), Fee Schedule (20)
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Summary
Oregon State Treasury is seeking proposals from qualified firms to provide institutional real estate investment consulting services for the Oregon Public Employees' Retirement Fund (OPERF) and other investment funds.
The selected consultant will provide expert advice on policies, strategies, due diligence, and monitoring at all phases of investment for the Real Estate Portfolio, which holds approximately $100 billion in assets. Services include attending meetings, reviewing investment proposals, conducting manager due diligence, assisting with legal document negotiations, and performing annual portfolio reviews. Proposals are due by December 4, 2026, at 12:00 PM PST via email to the Single Point of Contact. Proposers must be registered investment advisers with the SEC under the Investment Advisers Act of 1940 and have experience advising public pension plans with at least $10 billion in total assets.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
7- Disclosure Exemption Affidavit (Attachment B)
- Proposer Information and Certification Sheet (Attachment C)
- Cover Sheet and References (Attachment D)
- Fee Schedule (Attachment E)
- COBID Certification / Outreach Plan (Attachment F)
- Responsibility Inquiry (Attachment G)
- Oregon Department of Revenue (DOR) Tax Compliance Certification Letter
- Submit to
- [email protected]
- Duration
- 84 months
- Scope location
- Tigard, OR
Questions about this RFP
How do I respond to this RFP from Oregon State Treasury?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 4, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Josh Woodmansee.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Oregon State Treasury in OR, 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 Josh Woodmansee at (503) 431-7900. Questions and answers are typically shared with all prospective bidders.
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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: "Key Person (10), Firm Information & Experience (10), Firm Personnel (10), Services (15), Due Diligence Process & Capabilities (20), Investment Recommendations (15), Fee Schedule (20)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Oregon State Treasury?
All active and historical solicitations from Oregon State Treasury are tracked and searchable. As a state agency, Oregon State Treasury 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 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of December 4, 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: Disclosure Exemption Affidavit (Attachment B), Proposer Information and Certification Sheet (Attachment C), Cover Sheet and References (Attachment D), Fee Schedule (Attachment E), COBID Certification. Review the full document from Oregon State Treasury for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Tigard, OR. Review the full solicitation for detailed scope requirements.