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Public Higher Education Bulletin

University of Illinois System
RFP #1JWS1803
Request for Proposal: Retirement Plan Monitoring/Consulting Services
This solicitation will not be awarded
Published Tuesday October 10, 2017
This solicitation is not being awarded. A new solicitation for these services will be issued under solicitation number 1JWS1804.
This notice has been modified
Published Monday September 25, 2017
This Amendment 2 is issued to provide a correction, a clarification, and a response to a question received.
This notice has been modified
Published Tuesday September 19, 2017
Amendment 1 is issued to provide general information and provide written responses to questions asked during the pre-proposal conference.
First published Wednesday, September 6, 2017
Sealed proposals will be accepted at the address below until 3:00 PM, Thursday October 5, 2017:

Strategic Procurement
Illini Plaza, Suite 202
1817 South Neil Street, MC-603
Champaign, IL 61820

The Illinois Public Higher Education Cooperative (IPHEC) seeks a vendor to perform annual monitoring services, evaluation, and recommendations for investment vendors and investment option offerings under the IPHEC universities' 403(b) retirement plans. In addition, the IPHEC is looking to engage a vendor for the following optional services: create a streamlined and/or tiered investment menu; provide biannual and quarterly monitoring services, evaluation, and recommendations; conduct fee benchmarking studies; and provide general retirement plan consulting.

For additional information, contact:
Jay Simpson
Strategic Procurement
1817 South Neil Street
Suite 202
Champaign, IL 61820
Phone: (217) 265-0434
State Purchasing Officer - Geno Marchizza
Submit 12 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. There is a BEP 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.

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Specification Documents
  • 1JWS1803.docx (129 KB)
  • 1JWS1803Amendment1.pdf (64 KB)
  • 1JWS1803Amendment2.pdf (49 KB)
  • ISU_Funds_1JWS1803Amendment1.pdf (47 KB)
  • NIU_Funds_1JWS1803Amendment1.pdf (1 MB)
  • SIUC_Funds_1JWS1803Amendment1.pdf (3 MB)