Request for Proposal #02-26 Investment Management Services

Agency:	Victor D. Crist, Clerk of Circuit Court & Comptroller
State:	Florida
Type of Government:	State & Local
NAICS Category:	541611 - Administrative Management and General Management Consulting Services
Posted Date:	Jun 8, 2026
Due Date:	Jul 10, 2026
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

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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

June 8, 2026

TABLE OF CONTENTS

PROPOSAL NUMBER 02/26

PART I

NOTICE - REQUEST FOR PROPOSAL

PART II

INTRODUCTION

Objective

Definitions

Schedule

Instructions to Proposers

Standard Terms and Conditions of the Contract

Standard Terms and Conditions of the Proposal

Evaluation and Selection Criteria

PART III

DETAILED SPECIFICATIONS

Introduction

Acronyms used with this Request for Proposal

Scope of Services/Minimum Services Required

PART IV

PROPOSAL

Attachment 1: Proposal Submittals

Attachment 2: Proposal Conflict of Interest

Attachment 3: References

Attachment 4: Terminations/Rejections/Suits

Attachment 5: Deviations

Attachment 6: Audited Financial Statements

Attachment 7: Statement on Public Entity Crimes

Attachment 8: Equal Employment Opportunity Statement

Attachment 9: Business Information Affidavit and

Non-Resident Business Certification

Attachment 10: Indemnification and Insurance Requirements

Attachment 11: Electronic Copy

Attachment 12: Certification Regarding Debarment

Attachment 13: Certification Regarding Scrutinized Companies

Attachment 14: Foreign Country of Concern Attestation

Attachment 15: Human Trafficking Affidavit

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P. Attachment 16: Net Proposal Pricing

Q. Attachment 17: Proposal Certification

PART V

PART VI

PART VII

LETTER OF INTENT

AGREEMENT

STATEMENT OF NO PROPOSAL

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41 & 64

PART I - REQUEST FOR PROPOSAL NUMBER 02/26

NOTICE

VICTOR D. CRIST, CLERK OF THE CIRCUIT COURT & COMPTROLLER

HILLSBOROUGH COUNTY, FLORIDA, IS ACCEPTING

SEALED PROPOSALS

FOR INVESTMENT MANAGEMENT SERVICES

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.

Documents may be obtained at the above address. 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".

PART II - REQUEST FOR PROPOSAL NUMBER (02/26)

A. OBJECTIVE

INTRODUCTION

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.

The Clerk of the Circuit Court & Comptroller of Hillsborough County, Florida, will select the Firm or

Firms determined to have submitted the most Responsive and Responsible Proposal, based upon

selection criteria, to enter contract negotiations. This does not mean that all aspects of the selected

Proposal are acceptable to the Clerk, and the Clerk reserves the right to modify or reject terms and

conditions proposed by the successful Firm or Firms as deemed necessary to ensure the satisfactory

procurement of Investment Management Services. It is the Clerk's intent to contract Investment

Management Services from one or more Proposer; however, the Clerk reserves the right to enter into

additional Agreements for like services with other Firms. Selection of a Proposal constitutes a

commitment by the Clerk to enter into negotiations with the Proposer for the purpose of attempting to

execute an Agreement satisfactory to both parties.

Nothing in this section replaces or supersedes anything in the Request for Proposal documents, and

Proposers are cautioned not to rely on this section as a substitute for reading and complying with the

Request for Proposal documents.

This page summarizes the opportunity, including an overview and a preview of the attached documents.

Request for Proposal #02-26 Investment Management Services

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