Hillsborough county clerk of the circuit court & comptroller - investment management services

Closed State & local contract opportunity Posted

Solicitation number
RFP 02/26
State
Florida
Responses due

Opportunity facts

Jurisdiction
NIGP codes

Opportunity details come from hillsboroughcounty.bonfirehub.com. Updated .

About this opportunity

Hillsborough County Clerk of the Circuit Court & Comptroller is requesting proposals for investment management services for approximately $1.5 billion in short-term operating and reserve funds under RFP 02/26, with proposals due July 10, 2026 at 2:00 p.m. local time at the Purchasing Department, 407 N East Street, Tampa, Florida.

The scope is professional fixed-income investment management services delivered in accordance with Section 218.415, Florida Statutes; the Clerk's Investment Policy; applicable bond covenants; and governmental accounting and reporting standards. The Clerk's investment objectives, in order of priority, are preservation of principal, liquidity, and yield consistent with statutory and policy constraints.

The award will establish a cooperative-purchasing vehicle available to chartered municipalities, local public agencies, boards, and other governmental authorities throughout Florida to purchase investment management services under the same terms and conditions as the Clerk's contract.

Proposals must be sealed and delivered in person to the Purchasing Department or mailed to P.O. Box 1110, Tampa, Florida 33601, Attention: Purchasing Department. The proposal opening is scheduled for 601 E. Kennedy Blvd., 13th Floor, Training Room A, Tampa, Florida.

Opportunity text

THIS IS NOT A HILLSBOROUGH COUNTY BOARD OF COUNTY COMMISSIONERS' SOLICITATION POSTING ON BEHALF OF VICTOR D. CRIST, CLERK OF THE CIRCUIT COURT & COMPTROLLER, HILLSBOROUGH COUNTY, FLORIDA REQUEST FOR PROPOSAL FOR INVESTMENT MANAGEMENT SERVICES REQUEST FOR PROPOSAL (RFP) NUMBER 02/26 The Hillsborough County Clerk of Circuit Court & Comptroller is seeking proposals from qualified investment management firms to provide professional fixed-income investment management services for approximately $1.5 billion in short-term operating and reserve funds currently managed by the Clerk's Office. The selected firm(s) will be expected to provide investment management services in accordance with Section 218.415, Florida Statutes; the Clerk's Investment Policy; applicable bond covenants; governmental accounting and reporting standards; and any additional requirements established by the Clerk. The Clerk's primary investment objectives, in order of priority, are: (1) Preservation of principal, (2) Liquidity, and (3) Yield consistent with statutory and policy constraints. All Proposals must be delivered to the Clerk of the Circuit Court & Comptroller, Purchasing Department, 407 N East Street, Tampa, Florida, 33602 or mailed to the Clerk of the Circuit Court & Comptroller, P.O. Box 1110, Tampa, Florida 33601, Attention: Purchasing Department, and received NO LATER THAN 2:00 P.M. (LOCAL TIME), JULY 10, 2026. The Proposal opening will be at 601 E. Kennedy Blvd., 13th Floor, Training Room A, Tampa, Florida 33602. Pursuant to the Laws of Florida, a Proposal under this advertisement will also allow agencies such as chartered municipalities, local public agencies, boards, or other governmental authorities existing within the State of Florida to purchase goods or services during the effective period of the contract under the same terms and conditions as the awarded contract, including price. ALL PROPOSALS MUST BE SEALED AND MARKED ON THE ENVELOPE: "SEALED PROPOSAL FOR INVESTMENT MANAGEMENT SERVICES, REQUEST FOR PROPOSAL NUMBER 02/26." Please see the solicitation documents for complete details, terms and conditions, submittal instructions, contact information, and requirements. The solicitation documents may be obtained at the above address, or downloaded at https://www.hillsclerk.com/About-Us/Doing-Business-with-the-Clerk. Please note the Question Due Date provided below does not reflect the Question Due Date associated with the RFP. Please refer to the solicitation documents at the website provided for the most current due dates throughout the solicitation process.

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