University of Central Florida Fixed Income Investment Management Services ITN 2025-15NCSA
Florida FSEC Energy Research Center | State of FloridaState · Cocoa, FL- Due
- Jul 24, 2026
- Deadline passed
- Posted
- Jul 14, 2026
The 30-second brief
The University of Central Florida (UCF) is issuing an Invitation to Negotiate (ITN) for Fixed Income Investment Management Services for its Operating Pools II, III, and IV. The scope includes separately managed accounts (SMAs) for mandates ranging from 0-1 year, 1-5 year, and 1-10 year durations. Key requirements include a minimum of $500 million in Assets Under Management (AUM) within the applicable composite or closely related strategy and a current SOC 1 Type II report. The university anticipates individual mandates may be approximately $50 million or more, with a maximum estimated allocation of $475 million per manager for pricing purposes. Proposals must be consistent with the UCF Investment Policy Manual and specific pool benchmarks, such as the Bloomberg Intermediate Aggregate for Pool IV. Submissions are due by July 24, 2026, at 3:00 PM.
Responsiveness, quality, fees, fit of the proposals
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Summary
The University of Central Florida (UCF) is issuing an Invitation to Negotiate (ITN) for Fixed Income Investment Management Services for its Operating Pools II, III, and IV. The scope includes separately managed accounts (SMAs) for mandates ranging from 0-1 year, 1-5 year, and 1-10 year durations.
Key requirements include a minimum of $500 million in Assets Under Management (AUM) within the applicable composite or closely related strategy and a current SOC 1 Type II report. The university anticipates individual mandates may be approximately $50 million or more, with a maximum estimated allocation of $475 million per manager for pricing purposes. Proposals must be consistent with the UCF Investment Policy Manual and specific pool benchmarks, such as the Bloomberg Intermediate Aggregate for Pool IV. Submissions are due by July 24, 2026, at 3:00 PM.
EVALUATION CRITERIA
4- Responsiveness
- Quality
- Fees
- Fit of the proposals
REQUIRED ATTACHMENTS
4- SOC 1 Type II report
- Attachment 2 (Secure Handling of UCF Data)
- Form ADV Part 1
- GIPS verification report
- Scope location
- Orlando, FL
- Reported agency
- University of Central Florida
Questions about this RFEI
How do I respond to this RFEI from Florida FSEC Energy Research Center | State of Florida?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 24, 2026. Be sure to include all required attachments as outlined in the solicitation.
Can small businesses or minority-owned firms bid on this RFEI?
Most government agencies, including Florida FSEC Energy Research Center | State of 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 RFEI 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.
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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: "Responsiveness, quality, fees, fit of the proposals" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Florida FSEC Energy Research Center | State of Florida?
All active and historical solicitations from Florida FSEC Energy Research Center | State of Florida are tracked and searchable. As a state agency, Florida FSEC Energy Research Center | State of Florida 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 RFEI?
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: SOC 1 Type II report, Attachment 2 (Secure Handling of UCF Data), Form ADV Part 1, GIPS verification report. Review the full document from Florida FSEC Energy Research Center | State of 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.