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Public Higher Education Bulletin

 
Southern Illinois University Carbondale
RFP #L140000-0001M
Request for Proposal: Financial Advisor Services
Change Order
Published Thursday March 16, 2017
Vendor: Blue Rose Capital Advisors, Inc.
Change Order Amount: $0

This change order extends the ending date to June 30, 2018.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Wednesday February 4, 2015
Awarded to:
Vendor: Blue Rose Capital Advisors, Inc., Eden Prairie, MN
Amount: An estimated $365,000
Terms:
An estimated start date of 1/1/2015 through 6/30/2017
Renewals:
None
Number of Unsuccessful, Responsive Respondents: 3
Comments:
Original awardee, John S. Vincent & Company LLC, was purchased by Blue Rose Capital Advisors, Inc.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Monday April 29, 2013
Awarded to:
Vendor: John S. Vincent & Company LLC, Chicago, IL
Amount: An estimated $480,000
Terms:
An estimated start date of 7/1/2013 through 6/30/2017
Renewals:
None
Number of Unsuccessful, Responsive Respondents: 3
The University award process may be delayed up to thirty days as this award goes through a state approval process.
First published Wednesday, January 30, 2013
Sealed proposals will be accepted at the address below until 2:00 PM, Friday February 15, 2013:

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

The University has determined a need to contract for the professional services of a financial advisor to assist with ongoing needs in financial matters related to the University's debt and capital structure for the period July 1, 2013 through June 30, 2017.
When downloading the Request for Proposal, please also download the Exhibit A and the W-9.
The Technical Proposal and Pricing Proposal should be furnished in one (1) original and four (4) copies and one (1) CD or other electronic media.

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

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
  • L140000-0001M.doc (644 KB)
  • L140000-0001MExhibitA.pdf (17 KB)
  • L140000-0001MW-9.pdf (405 KB)
Other Public Documents
  • L140000-0001MAmendment1.pdf (88 KB)