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Public Higher Education Bulletin

 
Northeastern Illinois University
RFP #FAS2010
Request for Proposal: Financial Advisory Services
Award Info Published Monday February 9, 2015
Awarded to:
Vendor: Blue Rose Capital Advisors, Inc., Eden Prarie, MN
Amount: An estimated $25,000
Terms:
An estimated start date of 1/1/2015 through 4/30/2015
Renewals:
None
Number of Unsuccessful, Responsive Respondents: 3
Comments:
Original awardee, John S. Vincent and Company LLC, was purchased by Blue Rose Capital Advisors, Inc.
This award corrects and replaces the award posted below on May 5, 2010.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Wednesday March 27, 2013
Renewal entered into with:
Vendor: John S. Vincent & Company LLC
Amount: An estimated $75,000
Renewal: 1st of 1, 5/1/2013 through 4/30/2015
Pricing Changes: 
$4,560.00 total increase over two years for monthly financial monitoring services. All other pricing remains firm.
Service/Product Changes: 
None
Potential Future Renewals: None
The State Purchasing Officer for this procurement is now Lee Saulter.

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Wednesday May 5, 2010
Awarded to:
Vendor: John S. Vincent & Company LLC, Chicago, IL
Amount: An estimated $90,900
Terms:
An estimated start date of 5/7/2010 through 4/30/2013
Renewals:
1 two-year
Number of Unsuccessful, Responsive Respondents: 3
The University award process may be delayed up to thirty days as this award goes through a state approval process.
First published Friday, March 19, 2010
Sealed proposals will be accepted at the address below until 3:00 PM, Monday April 12, 2010:

Purchasing Department
Building C, 4th Floor
5500 North St. Louis Avenue
Chicago, IL 60625-4699

The Board of Trustees of Northeastern Illinois University is seeking Proposals from qualified firms to provide financial advisory services related to the University’s debt and capital structure. The selected firm shall provide competent and objective advice to assist the University with financial matters related to capital planning and debt issuance, primarily revenue bonds and/or certificates of participation. Services shall also include periodic ancillary investment consultant advice and services, along with periodic review of University investment policy and guidelines.

Northeastern Illinois University strongly supports the participation of businesses owned by Minorities, Females and Persons with Disabilities (MAFBE) in the implementation and execution of the contract resulting from this RFP. The University desires participation either on a direct basis or through sub-contracting efforts.

Technical questions regarding proposal specifications should be directed in writing to:

Mark Wilcockson
Vice President of Finance and Administration
M-Wilcockson@neiu.edu

For additional information, contact:
Robert Filipp
Phone: (773) 442-5308
FAX: (773) 442-5314
Submit 3 copies of the response as defined in the specifications.

This transaction is subject to the State Board of Elections registration and certification requirements of Public Act 095-0971.

The State of Illinois has a policy to encourage prospective vendors to hire qualified veterans, minorities, females, persons with disabilities and ex-offenders.

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  • FAS2010.pdf (321 KB)