SLED Opportunity · FLORIDA · UNIVERSITY OF CENTRAL FLORIDA PROCUREMENT SERVICES
AI Summary
UCF seeks experienced firms for fixed income investment management services for its Operating Pools II, III, and IV. Firms must comply with UCF policies and Florida statutes. Proposals due by July 24, 2026.
The objective of this Invitation to Negotiate (ITN) is to enable the University of Central Florida (UCF) to enter into agreements with qualified and experienced investment management firms to provide high-quality fixed income investment management services for designated University investment portfolios.Selected firms will provide fixed income investment management services for separately managed mandates within the fixed income portions of UCF Operating Pools II, III, and IV. The selected Investment Managers will manage these assets in accordance with the UCF Investment Policy Manual, the Operating Funds Supplement, the applicable Operating Pool subsection, any manager specific addendum or investment management agreement, applicable Florida Statutes governing public funds, UCF Board of Trustees directives, and UCF’s established risk, liquidity, and return objectives. UCF may allocate fixed income assets among selected managers at its discretion based on performance, risk characteristics, portfolio needs, and the University’s overall investment strategy.
| Status | Event Name | Location | Description | Dates | Mandatory |
|---|---|---|---|---|---|
| Ongoing | Open Date | Online Portal | Posting date for the Opportunity | Jun 22nd 2026, 12:00 PM EDT | N/A |
| Upcoming | Questions Due Date | Online Portal | Deadline to submit Questions | Jul 6th 2026, 5:00 PM EDT | N/A |
| Upcoming | Close Date | Online Portal | Deadline for Submissions | Jul 24th 2026, 3:00 PM EDT | N/A |
Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.
| Name | Type | # Files | Requirement |
|---|---|---|---|
| Proposal | File Type: PDF (.pdf) | Multiple | Required |
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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