University of Central Florida Fixed Income Investment Management Services ITN 2025-15NCSA
University Of Central FloridaHigher Ed · Orlando, FL- Due
- Jul 24, 2026
- Deadline passed
- Posted
- Jun 22, 2026
- Contract term
- 5 years
- Primary contact
- Nellie Nido
- (407) 823-5346
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THE 30-SECOND BRIEF
The University of Central Florida (UCF) is issuing an Invitation to Negotiate (ITN No. 2025-15NCSA) for fixed income investment management services. The selected firms will manage separately managed mandates within the fixed income portions of Operating Pools II, III, and IV, which totaled approximately $284 million as of March 2026. Services include portfolio construction, asset allocation, risk monitoring, performance benchmarking, and reporting in accordance with the UCF Investment Policy Manual. Proposers must have at least 15 years of experience, SEC registration, and a minimum of $500 million in assets under management (AUM) for the relevant strategies. Submissions are due via the Bonfire Web Portal by July 24, 2026, at 3:00 P.M. ET. A question deadline is set for July 6, 2026.
Historical composite performance, Fee proposal, SEC Form ADV, SOC 1 Type II report, Investment performance record, Cybersecurity summary
Personnel and Firm Qualifications (18), Compliance and Regulatory Disclosures (10), Investment Process (27), Relationship Management (15), Fee Proposal (15), References (10), Sample Materials (5)
SUMMARY
The University of Central Florida (UCF) is issuing an Invitation to Negotiate (ITN No. 2025-15NCSA) for fixed income investment management services.
The selected firms will manage separately managed mandates within the fixed income portions of Operating Pools II, III, and IV, which totaled approximately $284 million as of March 2026. Services include portfolio construction, asset allocation, risk monitoring, performance benchmarking, and reporting in accordance with the UCF Investment Policy Manual. Proposers must have at least 15 years of experience, SEC registration, and a minimum of $500 million in assets under management (AUM) for the relevant strategies. Submissions are due via the Bonfire Web Portal by July 24, 2026, at 3:00 P.M. ET. A question deadline is set for July 6, 2026.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
6- Historical composite performance
- Fee proposal
- SEC Form ADV
- SOC 1 Type II report
- Investment performance record
- Cybersecurity summary
REQUIRED ATTACHMENTS
4- Appendix I Terms and Conditions
- Appendix II Compliance and Certification of Good Standing
- Appendix III Required Attachments and Sample Materials Checklist
- Appendix IV Bonfire Submission Instructions
REQUIRED STAFFING
relationship manager, investment-related staff
- Submit to
- https://ucfprocurement.bonfirehub.com/opportunities/241473
- Duration
- 60 months
- Scope location
- Orlando, FL
- Reported agency
- University of Central Florida
Questions about this RFP
How do I respond to this RFP from University Of Central Florida?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 24, 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: https://ucfprocurement.bonfirehub.com/opportunities/241473. For questions, contact Nellie Nido.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including University Of Central Florida in FL, 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 Nellie Nido at (407) 823-5346. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: relationship manager, investment-related staff. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Historical composite performance, Fee proposal, SEC Form ADV, SOC 1 Type II report, Investment performance record, Cybersecurity summary. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Personnel and Firm Qualifications (18), Compliance and Regulatory Disclosures (10), Investment Process (27), Relationship Management (15), Fee Proposal (15), References (10), Sample Materials (5)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from University Of Central Florida?
All active and historical solicitations from University Of Central Florida are tracked and searchable. As a higher ed agency, University Of Central Florida 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.
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: Appendix I Terms and Conditions, Appendix II Compliance and Certification of Good Standing, Appendix III Required Attachments and Sample Materials Checklist, Appendix IV Bonfire Submission Instruction. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from University Of Central Florida for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Orlando, FL. Review the full solicitation for detailed scope requirements.