This Solicitation opportunity from Florida was posted on June 9, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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HILLSBOROUGH COUNTY CLERK OF THE CIRCUIT COURT & COMPTROLLER - INVESTMENT MANAGEMENT SERVICES

Closed

RFP 02/26State & Local

Submission Closed07/10/2026, 06:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523940

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Solicitation # 2139748

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

The Kentucky Public Pensions Authority (KPPA) has issued Request for Information (RFI) RFI-100-2700000009-1 to identify qualified vendors capable of providing a vendor-hosted and supported Software as a Service (SaaS) platform. The primary objective of the solution is to monitor and reconcile the personal trading activities of specific employees and trustees to detect potential violations of KPPA, KRS, and CERS Personal Trading Policies. Key technical requirements include a broad library of electronic brokerage feeds from major firms such as Charles Schwab, Fidelity, and Vanguard, the ability to manage ad hoc and scheduled certifications and attestations, and the provision of 24/7 accessibility and support. This RFI is an information-gathering exercise and does not constitute a commitment to issue a bid or award a contract. Interested vendors must submit their responses via the Vendor Self Service (VSS) portal by the deadline of November 20, 2026. Submissions must include a signed transmittal letter and a detailed response addressing firm information, company history, and ownership structure. All submitted documents are subject to the Kentucky Open Records Act and will be available for public inspection after any subsequent contract award. The primary point of contact for this solicitation is Jay Dutta, Procurement Branch Manager.

Frankfort, Ky

POSTED

10 days ago

DEADLINE

in 22 days

AI Contract Overview

The Hillsborough County Clerk of the Circuit Court & Comptroller is soliciting 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. The selected firm will be required to manage these funds in compliance with Florida statutes, the Clerk's Investment Policy, bond covenants, and governmental accounting standards. The primary objectives for the investments are preservation of principal, liquidity, and yield, in that order of priority, ensuring safety and availability of funds while achieving returns within established guidelines. Proposals must be submitted by 2:00 p.m. local time on July 10, 2026, either in person or by mail to the Clerk's Purchasing Department in Tampa, Florida. Proposals must be sealed and clearly marked with the solicitation number. The solicitation is open not only to Hillsborough County but also to other Florida governmental entities, which may utilize the contract under the same terms. Complete solicitation documents, including terms, conditions, and submittal instructions, are available for download through the Clerk’s official website. The solicitation process includes a proposal opening event held at the Clerk’s office, and interested parties are advised to refer to the official solicitation documents for the most current deadlines and details.

General Info

Hillsborough County seeks proposals for managing $1.5 billion fixed-income funds by July 10, 2026.

Agency

Florida → Hillsborough County

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

FL, USA

Set-Aside

NONE

Documents

No documents available

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Uniform Contract Format

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Timeline

PhaseClosed

PostedJun 9

Solicitation

Response DeadlineJul 10

Deadline has passed

Submission Closed

07/10/2026, 06:00:00 PM UTC

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Organization & Contact Information

AgencyFlorida → Hillsborough County

ContactsNo contacts available

OfficeFL, USA

Organization / AgencyFlorida → Hillsborough County

Office AddressFL, USA

ContactsNo contact information available

Full Description

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.