Oktibbeha County Reserve and Trust Fund seeks institutional investment management and fiduciary services for its $55M endowment. Proposals due Nov 23, 2026 2pm CT. Services include discretionary investment management, custodial coordination, performance reporting, CPIU floor calculations, audited compliance, and advisory. Award to lowest and best responsive bid. Finalists present in person Dec **** trustrfp@oktibbeha. ms. gov.
Proposals must be received by Nov 23, 2026, 2:00 pm CT. "the deadline for receipt of proposals is november 23, 2026, at 2: 00 pm ct. "
Award based on lowest and best responsive bid. "to award the contract to the proposer determined to represent the lowest and best responsive bid pursuant to miss. code ****
Proposers must meet all listed minimum criteria. "proposers must satisfy all of the following minimum criteria as of the proposal submission date. "
Finalists must appear in person. "shortlisted finalists will be invited to appear in person before the board of supervisors, sitting as the board of trustees, in starkville, mississippi. "
Notice of intent due Nov 6, 2026, 5:00 pm CT. "by 5: 00 pm ct on november 6, 2026. "
Failing any criterion leads to exclusion. "proposals failing to meet any single criterion will be deemed nonresponsive and excluded from qualitative evaluation. "
Estimated value is $55,000,****, 000, ****