Troup County Recreation Endowment Fund Investment RFP

Closed State & local contract opportunity Posted

Solicitation number
PE-77030-NONST-2027-000000028
State
Georgia
Responses due

Opportunity facts

Jurisdiction
Point of contact

Opportunity details come from ssl.doas.state.ga.us. Updated .

About this opportunity

Written by GovTribe AI ·

Troup County Board of Commissioners is requesting proposals for investment management and administrative services for the Troup County Recreation Endowment Fund (TCREF), with proposals due August 20, 2026 at 2:00 p.m. EST.

The TCREF portfolio is valued at $11,125,362.74 as of June 30, 2026. Proposing firms must be registered investment advisors and demonstrate fiduciary capability, including evidence of errors and omissions liability insurance, regulatory inspection summaries, and compliance officer information. The RFP requires detailed information on organizational background, years of experience serving nonprofit and institutional sectors, assets under management, regulatory oversight and compliance records, client service philosophy, investment services and philosophy, portfolio construction and risk management approaches, and reporting capabilities. Firms must provide three client references with at least two demonstrating similar experience with endowment funds and submit proposed fee structures with detailed analysis based on sample portfolio allocations.

No contract term, award date, incumbent contractor, or pricing structure is specified in the RFP. The investment policy document establishes fund objectives including capital preservation, income generation to support the organization's mission, and diversification across asset classes, along with asset allocation targets, risk tolerance levels, and performance benchmarks that the awardee must align with. Questions may be directed via email to Ramona Gillham, Purchasing Director, at rgillham@troupcountyga.gov, with a question deadline of August 10, 2026 at 5:00 p.m. EST. Proposals must be submitted in five paper copies and one digital copy to Ramona Gillham at 100 Ridley Avenue, Suite 3100, LaGrange, GA 30240.

Opportunity text

TROUP COUNTY BOARD OF COMMISSIONERS Request For Proposal¿July 16, 2026 Investment Management and Administrative Services Please treat the information herein as confidential *Brevity and succinct answers are greatly appreciated. Overview: Troup County Board of Commissioners are seeking proposals for investment management and administrative services for our Troup County Recreation Endowment Fund (TCREF). As of June 30, 2026, the portfolio was valued at $11,125,362.74. Instructions for Submission: The deadline for submission is Thursday, August 20, 2026 at 2:00pm EST. On or before this time and date, you should submit five (5) paper copies and one (1) digital copy of the complete RFP to the following address: Ramona Gillham, Purchasing Director Troup County Board of Commissioners 100 Ridley Ave, Suite 3100 LaGrange, GA 30240 Questions may be directed via email ONLY to Ramona Gillham at rgillham@troupcountyga.gov The deadline for questions is close of business (5:00pm EST) on Monday, August 10, 2026. Answers to questions will be provided to the requestor and posted on our website at: troupcountyga.gov/Purchasing/Bids Please see attachments for full RFP, Investment Policy and the Annual Statement

Files

File Type Posted
TCREF Request for Proposal 7_2026.docx DOCX document
TCFC Endowment Fund Investment Policy 7_2026.pdf PDF
Truist Callaway End FY2026 Stmt.pdf PDF

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