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Public Higher Education Bulletin

Western Illinois University
RFP #R223340

Request for Proposal: Financial Advisor

Award Info Published Monday June 7, 2021

Blue Rose Capital AdvisorsMinneapolis, MN

  • Amount: An estimated $100,000
  • Terms: An estimated start date of 7/1/2021 through 6/30/2026
  • Renewals: 1 five-year
  • Potential Future Renewals: $100,000
  • Mohanty Gargiulo LLC (subcontractor)
    BEP [20% / $20,000]

Unsuccessful respondents (0)



1 total

1 successful respondent

0 unsuccessful respondents

0 BEP vendors
0 VBP vendors
0 Small businesses

Buyer for this procurement: Helen Schultze, (309) 298-1819

Chief procurement officer for this procurement: John Donato

State purchasing officer for this procurement: Constance Ratliff

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 April 29, 2021
Addendum 1 has been issued and includes the following: Questions submission date has been changed. End term date has been corrected.
First published Monday, April 26, 2021
Sealed proposals will be accepted below until 2:00 PM, Tuesday May 11, 2021:
At the following address:
227 Sherman Hall
1 University Circle
Macomb, IL 61455-0000
Western Illinois University is seeking proposals for the provision of the professional services of a financial advisor to assist with ongoing needs in financial matters related to the University's debt and capital structure. The consultant will function as a provider of financial advice to University staff members as it relates to debt issues, debt analysis, tax law changes, etc.

For instructions on how to obtain a comprehensive purchase description, disclosure or contract forms, contact:
Helen Schultze
Phone: (309) 298-1819
Chief Procurement Officer - John Donato
State Purchasing Officer - Constance Ratliff
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.
Vendor may expect payment thirty to sixty days after receipt of invoice, unless otherwise stated in the bid documents.
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.

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
  • AttendancesheetforpresubmissonofR223340.pdf (96 KB)
  • R223340UTILIZATIONPLAN.pdf (1 MB)
  • RFPforFinancialAdvisor-R223340.docx (232 KB)
Other Public Documents
  • R223340Addendum1-FinancialAdvisor.doc (179 KB)