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Public Higher Education Bulletin

 
Northeastern Illinois University
RFP #FAS2015
Request for Proposal: Financial Advisory Services
Renewal Info
Published Monday April 8, 2019
Renewal entered into with:
Vendor: Blue Rose Capital Advisors, Inc.
Amount: An estimated $40,000
Renewal: 3rd of 3, 7/1/2019 through 6/30/2020
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: None
Comments: Changing name from Blue Rose Capital Advisors, Inc. to Blue Rose Capital Advisors, LLC.
Vendor has requested a waiver for 20% BEP Compliance.

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Monday December 18, 2017
Renewal entered into with:
Vendor: Blue Rose Capital Advisors, Inc.
Amount: An estimated $40,000
Renewal: 2nd of 3, 7/1/2018 through 6/30/2019
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $40,000
The State Purchasing Officer for this procurement is now Nicole Krneta Rogers.

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Monday April 24, 2017
Renewal entered into with:
Vendor: Blue Rose Capital Advisors, Inc.
Amount: An estimated $40,000
Renewal: 1st of 3, 7/1/2017 through 6/30/2018
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $80,000
The State Purchasing Officer for this procurement is now Nicole Krneta Rogers.

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Friday April 17, 2015
Awarded to:
Vendor: Blue Rose Capital Advisors, Inc., Minneapolis, MN
Amount: An amount not to exceed $80,000
Terms:
An estimated start date of 7/1/2015 through 6/30/2017
Renewals:
3 one-year
Potential Future Renewals: $120,000
Number of Unsuccessful, Responsive Respondents: 2
The University award process may be delayed up to thirty days as this award goes through a state approval process.
First published Friday, February 6, 2015
Sealed proposals will be accepted below until 12:00 PM, Friday March 6, 2015:
At the following address:
Purchasing Department
Building C, 4th Floor
5500 North St. Louis Avenue
Chicago, IL 60625-4699
Northeastern Illinois University ("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 in 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.

All Respondents must be registered with the Securities & Exchange Commission and the Municipal Securities Rule Making Board prior to this Request for Proposal's submission due date.

A MANDATORY pre-submittal conference is scheduled to be held on Thursday, February 26, 2015 at 1:00 p.m. CST in the University's Student Union - Room 214

For additional information, contact:
Rosalinda Castillo
Northeastern Illinois University
5500 North St. Louis Avenue
Chicago, IL 60625-4699
Phone: (773) 442-5301
FAX: (773) 442-5314
State Purchasing Officer - Lee Saulter
Submit 5 copies of the response as defined in the specifications. The University reserves the right to accept or reject any and all responses or parts thereof. This procurement may be contingent on Board of Trustees approval. Illinois Department of Human Rights (IDHR) eligibility number is required on all proposals, if applicable. There is no BEP goal for this procurement.

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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Specification Documents
  • FAS2015_Addendum_1.pdf (106 KB)
  • FAS2015_Addendum_2.pdf (294 KB)
  • FAS2015_Addendum_3.pdf (145 KB)
  • FinancialAdvisoryServicesRFP2015FAS.pdf (561 KB)
Other Public Documents
  • Pre-SubmittalRFPSignInSheet.pdf (185 KB)
  • SubmittalTab.pdf (169 KB)