Hillsborough County Bonfire #RFP 02/26

Hillsborough County Clerk Solicits Investment Management Services for $1.5 Billion Portfolio

This opportunity involves the Hillsborough County Clerk of the Circuit Court & Comptroller seeking professional investment management services for substantial public funds. - Government Buyer: - Hillsborough County Clerk of the Circuit Court & Comptroller (Tampa, FL) - Scope of Services: - Professional fixed-income investment management for approximately $1.5 billion in short-term operating and reserve funds - Services include investment management, financial management, accounting, actuarial, and cash/securities and bonding services - Requirements: - Compliance with Section 218.415 of the Florida Statutes - Adherence to the Clerk's Investment Policy and applicable bond covenants - Conformance with governmental accounting and reporting standards - Primary objectives: preservation of principal, liquidity, and yield within statutory and policy constraints - No specific OEMs or vendors are named in the solicitation - NIGP codes referenced: 946, 958, 94610, 94611, 94612, 94630, 94656, 95839

Description

This solicitation is for qualified investment management firms to provide professional fixed-income investment management services for approximately $1.5 billion in short-term operating and reserve funds managed by the Clerk's Office. The services must comply with Florida Statutes, the Clerk's Investment Policy, bond covenants, and governmental accounting standards. The primary investment objectives are preservation of principal, liquidity, and yield consistent with statutory and policy constraints. Proposals must be submitted by July 10, 2026, and will be opened publicly at the specified location in Tampa, Florida.

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