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Public Higher Education Bulletin

Southern Illinois University Carbondale
RFP #L101521

Request for Proposal: Financial Aid Leveraging

Award Info Published Thursday September 22, 2022

EAB Global, Inc.Washington, DC

  • Amount: An estimated $132,820
The estimated cost is based on the first full year of financial aid leveraging.
  • Terms: An estimated start date of 10/5/2022 through 6/30/2031
  • Renewals: None

Unsuccessful respondents (2)



3 total

1 successful respondent

2 unsuccessful respondents

0 BEP vendors
0 VBP vendors
0 Small businesses

Buyer for this procurement: Tina Logan, (618) 453-5751

Chief procurement officer for this procurement: John Donato

State purchasing officer for this procurement: Steve Todt

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 Thursday November 4, 2021
Amendment 2 has been uploaded.
This notice has been modified
Published Wednesday November 3, 2021
The pre-submission attendance sheet has been uploaded.
This notice has been modified
Published Tuesday November 2, 2021
Amendment 1 has been uploaded.
This notice has been modified
Published Friday October 29, 2021
The pre-submission meeting minutes have been uploaded.
First published Friday, October 15, 2021
Sealed proposals will be accepted below until 2:00 PM, Tuesday November 9, 2021:
At the following address:
Procurement Services
900 South Normal Avenue
Woody Hall, Room 449
Carbondale, IL 62901-0000
Southern Illinois University (SIU) is seeking proposals from independent consulting firms who have proven financial aid optimization results, ideally in public institutions, to advise the University regarding financial and institutional aid. SIU seeks to engage a consulting firm to analyze existing financial and institutional aid practices and develop a discount rate strategy that will maximize net tuition revenue, maintain the current academic profile, optimize enrollment count and support retention.
A MANDATORY pre-submission conference call will be held October 27, 2021 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.
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 Electionss 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.
This solicitation contains a goal of 20% to include businesses owned and controlled by minorities, females and persons with disabilities in the States procurement and contracting / subcontracting processes and a goal of 3% to include businesses owned and controlled by military Veterans in the States procurement and contracting processes. All questions regarding any subcontracting goal must be directed to the Solicitation Contact. Failure to submit a Utilization Plan as instructed, if required, may render the response non-responsive. You MUST complete and attach the BEP Utilization Plan and Letter of Intent, which has been uploaded as L101521UtilizationPlan under Other Public Documents.
Please note the following shipping/mailing information. USPS mail will only be delivered to Procurement Services on Monday, Wednesday, and Friday however, FedEx and UPS shipments will be delivered directly to Procurement Services Monday through Friday. Therefore, please send your response to us either by UPS or by FedEx, so it does not have to go through Campus Mail before being delivered to Procurement Services. Your response MUST be delivered to Procurement Services by November 9, 2021 at 2:00 PM.

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 - John Donato
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.
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 a 20 percent BEP goal for this procurement. See solicitation documentation for details.
There is a 3 percent Veteran-owned business 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
  • L101521.docx (106 KB)
Other Public Documents
  • L101521Amendment1.pdf (167 KB)
  • L101521Amendment2.pdf (98 KB)
  • L101521ExhibitA.docx (13 KB)
  • L101521ExhibitB.xlsx (12 KB)
  • L101521ExhibitC.docx (17 KB)
  • L101521ExhibitD.xlsx (10 KB)
  • L101521PreSubmissionAttendenceSheet.pdf (1 MB)
  • L101521PreSubmissionMeetingMinutes.pdf (128 KB)
  • L101521UtilizationPlan.pdf (2 MB)
Public Opening Documents
  • L101521BidTab.pdf (559 KB)
Waiver Document
  • L101521BEPGoalWaiverRequest.pdf (593 KB)