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Public Higher Education Bulletin

 
Southern Illinois University Carbondale
RFP #L755M
Request for Proposal: Underwriting Services
Renewal Info
Published Monday November 26, 2012
Renewal entered into with:
Vendor: Barclays Capital
Amount: An estimated $50,000
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $50,000
Vendor: Morgan Stanley & Co., Inc
Amount: An estimated $50,000
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $50,000
Vendor: Edward D. Jones & Co., L.P.
Amount: An estimated $50,000
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $50,000
Vendor: BMO Capital Markets GKST, Inc.
Amount: An estimated $50,000
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $50,000
Vendor: Cabrera Capital Markets, LLC
Amount: An estimated $0
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
Vendor: Loop Capital Markets, LLC
Amount: An estimated $0
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
Vendor: Wells Fargo Brokerage Services, LLC
Amount: An estimated $0
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
Vendor: Duncan-Williams, Inc.
Amount: An estimated $0
Renewal: 2nd of 3, 1/1/2013 through 12/31/2013
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
The State Purchasing Officer for this procurement is now Steve Todt.

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Tuesday December 6, 2011
Renewal entered into with:
Vendor: Barclays Capital
Amount: An estimated $50,000
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $100,000
Vendor: Morgan Stanley & Co., Inc
Amount: An estimated $50,000
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $100,000
Vendor: Edward D. Jones & Co., L.P.
Amount: An estimated $50,000
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $100,000
Vendor: BMO Capital Markets GKST, Inc.
Amount: An estimated $50,000
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $100,000
Vendor: Cabrera Capital Markets, LLC
Amount: $0
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
Vendor: Loop Capital Markets, LLC
Amount: $0
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
Vendor: Wells Fargo Brokerage Services, LLC
Amount: $0
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0
Vendor: Duncan-Williams, Inc.
Amount: $0
Renewal: 1st of 3, 1/1/2012 through 12/31/2012
Pricing Changes: 
None
Service/Product Changes: 
None
Potential Future Renewals: $0

The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award InfoPublished Friday February 6, 2009
Awarded to:
Vendor: Barclays Capital, New York, NY
Amount: An estimated $150,000
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: Morgan Stanley & Co., Inc, Chicago, IL
Amount: An estimated $150,000
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: Edward D. Jones & Co., L.P., St. Louis, MO
Amount: An estimated $150,000
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: BMO Capital Markets GKST, Inc., Chicago, IL
Amount: An estimated $150,000
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: Cabrera Capital Markets, LLC, Chicago, IL
Amount: $0
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: Loop Capital Markets, LLC, Chicago, IL
Amount: $0
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: Wells Fargo Brokerage Services, LLC, Chicago, IL
Amount: $0
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Vendor: Duncan-Williams, Inc., Chicago, IL
Amount: $0
Terms:
An estimated start date of 2/20/2009 through 12/31/2011
Renewals:
3 one-year
Number of Unsuccessful, Responsive Respondents: 9
Comments:
The University reserves the right to adjust the amounts shown for each vendor listed above; however, the total expenditure is not expected to exceed the total for all vendors. The amount will be determined by the size of the offerings and total underwriting services. The co-managers will be paid by the senior underwriters.
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 December 18, 2008
The bid opening date has been changed to December 22, 2008 at 2:00 PM CST.
This notice has been modified
Published Wednesday December 10, 2008
A signed and dated copy of Addendum #1 must be included in your bid response. Failure to do so may result in your response being considered incomplete.
First published Friday, November 21, 2008
Sealed proposals will be accepted at the address below until 2:00 PM, Monday December 22, 2008:

Purchasing Department
108 Miles Hall 2nd Floor, MC-6813
1255 Douglas Drive
Carbondale, IL 62901

Southern Illinois University requests underwriting services from the date of execution of a contract by all parties to December 31, 2011, with three annual renewals through December 31, 2014.

For additional information, contact:
Tina Logan
Phone: (618) 453-5751
FAX: (618) 453-6714
Purchasing Website
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. 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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  • L755Mamendment1.pdf (19 KB)
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