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Public Higher Education Bulletin

Southern Illinois University Carbondale
PA RFP #L031720

Professional and Artistic RFP: Investment Banking Services

This notice has been modified
Published Monday April 27, 2020
Amendment 5 has been uploaded.
This notice has been modified
Published Thursday April 9, 2020
Amendment 4 has been uploaded.
This notice has been modified
Published Wednesday April 8, 2020
Amendment 3 and the FY20 operating budget for Southern Illinois University has been uploaded.
This notice has been modified
Published Thursday April 2, 2020
The RFP opening date has been changed to May 4, 2020 at 2:00 PM.
This notice has been modified
Published Friday March 27, 2020
An additional conference call sign-in sheet has been uploaded.
This notice has been modified
Published Wednesday March 25, 2020
Amendment 2 conference call minutes and the conference call sign-in sheets have been uploaded.
This notice has been modified
Published Friday March 20, 2020
Amendment 1 has been uploaded.
First published Tuesday, March 17, 2020
Sealed proposals will be accepted below until 2:00 PM, Monday May 4, 2020:
At the following address:
Procurement Services
900 South Normal Avenue
Woody Hall, Room 449
Carbondale, IL 62901
The Board of Trustees of Southern Illinois University is seeking proposals from firms to create a qualified diverse pool of vendors to provide investment banking services. The selected pool of vendors will have the opportunity to provide investment banking services to the University for a period of five (5) years with the option for one additional five (5) year renewal term.
A pre-submission conference call will be held March 25, 2020 at 2:00 PM. The call in number is 877-937-7966, passcode 1398794. Questions regarding technical requirements will not be answered during this call and should be submitted as directed in Section 1.4. This conference call is to discuss BEP requirements and other State of Illinois requirements for submission of the solicitation only. Please have the solicitation document available for reference purposes. Attendance is highly recommended.
Registration for conducting business with the State of Illinois: (30 ILCS 500/20-43) Sec. 20-43. Bidder or offeror authorized to do business in Illinois. In addition to meeting any other requirement of law or rule, a person (other than an individual acting as a sole proprietor) may qualify as a bidder or offeror under this Code only if the person is a legal entity authorized to do business in Illinois prior to submitting the bid, offer, or proposal. The legal entity must be authorized to transact business or conduct affairs in Illinois prior to execution of the contract. Do not confuse this requirement with the Board of Elections certification. You may register to do business at
If you do $50,000 worth of business annually with the State of Illinois, including the state universities, you are required to register with the State Board of Elections and obtain from them a certificate confirming your registration. If it is discovered that the vendor is non-compliant, but made a good faith effort to comply with registration efforts prior to the date the bid or offer is due, a chief procurement officer may provide the bidder 5 business days to achieve compliance. A chief procurement officer may extend the time to prove compliance by as long as necessary in the event that there is a failure within the State Board of Elections?s registration system. Responses to Invitations to Bid, Requests for Proposals, Requests for Information, and all other types of procurement solicitations are included in the calculation of this $50,000 annual amount, whether you receive a resulting award or not. If you do less than $50,000 worth of business annually, you may be exempt from the registration requirement.
Effective January 1, 2011 communications regarding the specifications of this solicitation, which are not given in a public forum, are subject to public reporting. Questions regarding where the bid is to be mailed, the date and time of the opening or how to obtain a copy of the solicitation or any other procedural question will not need to be reported. The disclosure of the inquiries that need to be reported will include the name, address, phone number and email address of the person and firm making the inquiry. The reporting of this information will be published on the Procurement Policy Board website:
Please include your Illinois Procurement Gateway registration number. If you are not registered, it is highly recommended that you do so. You may register at You do not have to be registered at the time of bid opening to be in compliance.
Please download ALL attachments.

For instructions on how to obtain a comprehensive purchase description, disclosure or contract forms, contact:
Tina Logan
Phone: (618) 453-5751
FAX: (618) 453-6714
Chief Procurement Officer - Ben Bagby
State Purchasing Officer - Steve Todt
Submit 3 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.
Illinois Department of Human Rights (IDHR) eligibility number is required on all proposals, if applicable.
There is a 20 percent BEP goal for this procurement. See solicitation documentation for details.
The contract(s) for this solicitation could exceed $50,000 annually.

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.

Bulletin Navigation

To obtain documents, log on:
Specification Documents
  • L031720.docx (108 KB)
Other Public Documents
  • L031720Amendment1.pdf (71 KB)
  • L031720Amendment2ConferenceCallMinutes.pdf (90 KB)
  • L031720Amendment3.pdf (100 KB)
  • L031720Amendment4.pdf (75 KB)
  • L031720Amendment5.pdf (84 KB)
  • L031720AppendicesA1-A5B.xlsx (37 KB)
  • L031720ConferenceSign-InSheet1.pdf (730 KB)
  • L031720ConferenceSign-InSheet2.pdf (730 KB)
  • L031720ConferenceSign-InSheet3.pdf (730 KB)
  • L031720ConferenceSign-InSheet4.pdf (730 KB)
  • L031720Correction.pdf (67 KB)
  • L031720ExhibitA.pdf (104 KB)
  • L031720FY20OperatingBudget.pdf (610 KB)
  • L031720GrantStatement.docx (11 KB)
  • L031720UtilizationPlan.pdf (2 MB)