To obtain documents, log on:
:
Not registered? Register me now
 

Public Higher Education Bulletin

 
Southern Illinois University Carbondale
RFP #L100012-0001M
Request for Proposal: Investment Banking Services
Award InfoPublished Tuesday October 8, 2013
Awarded to:
Vendor: Siebert Brandford Shank & Company, L.L.C., New York, NY
Amount: An estimated $250,000
Terms:
An estimated start date of 11/18/2013 through 6/30/2019
Renewals:
None
Vendor: Raymond James & Associates, Incorporated, St. Petersburg, FL
Amount: An estimated $750,000
Terms:
An estimated start date of 11/18/2013 through 6/30/2019
Renewals:
None
Vendor: Barclays Capital, Incorporated, New York, NY
Amount: An estimated $1,000,000
Terms:
An estimated start date of 11/18/2013 through 6/30/2019
Renewals:
None
Vendor: Edward D. Jones & Company, LP, St. Louis, MO
Amount: An estimated $2,000,000
Terms:
An estimated start date of 11/18/2013 through 6/30/2019
Renewals:
None
Vendor: Incapital LLC, Chicago, IL
Amount: An estimated $2,000,000
Terms:
An estimated start date of 11/18/2013 through 6/30/2019
Renewals:
None
Number of Unsuccessful, Responsive Respondents: 13
Comments:
The winning vendors will be considered pre-qualified with which the Treasury Office at Southern Illinois University will transact business on an "as needed" basis for investment banking services. There is no guarantee of minimum utilization or expenditure during the contract period. Pending Board of Trustees approval at their November 14, 2013 meeting, the University will be authorized to spend up to $6 million for investment banking services during the term of the contract. The allocation of the award amount to each pre-qualified vendor is an estimate subject to change.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
This notice has been modified
Published Friday June 21, 2013
A revised copy of the Request for Proposal has been uploaded. L100012-0001MRevised replaces L100012-0001M
First published Thursday, June 20, 2013
Sealed proposals will be accepted at the address below until 2:00 PM, Friday July 12, 2013:

Procurement Services
113 Wakeland Hall, MC-6813
1215 Douglas Drive
Carbondale, IL 62901

The Board of Trustees of Southern Illinois University is seeking proposals for Professional and Artistic services from qualified firms to provide Investment Banking Services for a period of up to six years.

For additional information, contact:
Tina Logan
Phone: (618) 453-5751
FAX: (618) 453-6714
State Purchasing Officer - Steve Todt
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.

Bulletin Navigation

 
To obtain documents, log on:
Specification Documents
  • L100012-0001M.docx (272 KB)
  • L100012-0001MAnticipatedFutureDebtFinancingofCapitalProjects.pdf (317 KB)
  • L100012-0001MEscrowVerificationReportHAFSSeries2006.pdf (1 MB)
  • L100012-0001MEscrowVerificationReportHAFSSeries2012.pdf (77 KB)
  • L100012-0001MEscrowVerificationReportMFSSeries2005.pdf (809 KB)
  • L100012-0001MRevised.docx (257 KB)
  • L100012-0001MSchedulesA-DFinal.xls (67 KB)
  • L100012-0001MSummaryofOutstandingDebt.pdf (545 KB)
  • W-9andBAF.pdf (542 KB)
Other Public Documents
  • BondResolutionHAFS-Master.pdf (3 MB)
  • HAFSSeries1985A.pdf (4 MB)
  • L100012-0001MAmendment1.pdf (87 KB)
  • SPOletter.pdf (15 KB)