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Public Higher Education Bulletin

 
Southern Illinois University Carbondale
RFP #L106003-7973M
Request for Proposal: Investment Management Services
Renewal Info
Published Monday March 25, 2019
Renewal entered into with:
Vendor: PFM Asset Management LLC
Amount: An estimated $366,666.67
Renewal: 2nd of 3, 7/28/2019 through 7/27/2021
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $366,666.67

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Tuesday May 30, 2017
Renewal entered into with:
Vendor: PFM Asset Management LLC
Amount: An estimated $366,666.67
Renewal: 1st of 3, 7/28/2017 through 7/27/2019
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $733,333.33

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Friday June 20, 2014
Awarded to:
Vendor: PFM Asset Management LLC, Chicago, IL
Amount: An estimated $400,000
Terms:
An estimated start date of 7/28/2014 through 7/27/2017
Renewals:
3 two-year
Potential Future Renewals: $1,100,000
Number of Unsuccessful, Responsive Respondents: 19
Comments:
This award is contingent upon Board of Trustees approval.
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 March 7, 2014
The bid opening date has been changed to March 18, 2014.
First published Friday, February 14, 2014
Sealed proposals will be accepted below until 2:00 PM, Tuesday March 18, 2014:
At the following address:
Procurement Services
113 Wakeland Hall, MC-6813
1215 Douglas Drive
Carbondale, IL 62901
Southern Illinois University plans to retain up to four investment managers specializing in intermediate-term and short-term fixed income investments to manage a portion of its operating reserves investment pool. The University will retain at least one investment manager specializing in intermediate-term fixed income. Respondents may reply to request for either short-term or intermediate-term investment management or both. The University reserves the right to make multiple non-exclusive awards, or no award, if that is deemed to be in the best interest of the University.

For additional information, contact:
Tina Logan
Phone: (618) 453-5751
FAX: (618) 453-6714
State Purchasing Officer - Steve Todt
Submit 6 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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To obtain documents, log on:
Specification Documents
  • L106003-7973M.docx (277 KB)
Other Public Documents
  • L106003-7973Mamendment1.pdf (87 KB)
  • L106003-7973Mamendment2.pdf (57 KB)
  • L106003-7973MAttachmentA-PFIA.pdf (53 KB)
  • L106003-7973MAttachmentB-InvestmentPolicy.pdf (64 KB)
  • L106003-7973MAttachmentC-InvestmentGuidelines.pdf (222 KB)
  • L106003-7973MAttachmentD-IntPortfolioHoldings.pdf (10 KB)
  • W-9FormandBAFAnnouncement.pdf (542 KB)