University of Illinois at Urbana-Champaign
RFP #1DJL203
Request for Proposal: Investment Banking Services
Renewal Info
Published Thursday May 29, 2014
Renewal entered into with:
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Vendor: Backstrom McCarley Berry & Co., LLC
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Bernardi Securities, Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Edward D. Jones & Co., LLC
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Fifth Third Securities, Inc
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Piper Jaffray & Co.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: PNC Capital Markets LLC
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Podesta & Co.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Rice Financial Products Company
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Robert W. Baird & Co.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Stern Brothers & Co.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Stifel, Nocolaus & Company, Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Barclays Capital Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: BMO Capital Markets GKST, Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Cabrera Capital Markets, LLC
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Citigroup Global Markets, Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: George K. Baum & Company
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Goldman, Sachs & Co.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: J. P. Morgan Securities Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Jeffries & Co., Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Loop Capital Markets, LLC
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Merrill Lynch, Pierce, Fenner & Smith, Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Morgan Stanley & Co., Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Morgan Keegan & Co., Inc.
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: RBC Capital Markets Corporation
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Siebert Brandford Shank & Co., Inc
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: Wells Fargo Securities
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Vendor: William Blair & Company, LLC
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Amount: An estimated $750,000
Renewal: 2nd of 2, 7/1/2014 through 6/30/2015
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
None
Comments: There is no guarantee of minimum utilization or expenditure during this renewal period.
Raymond James & Associates is replacing Morgan Keegan & Co., Inc. due to a merger between the two entities.
Raymond James & Associates is replacing Morgan Keegan & Co., Inc. due to a merger between the two entities.
The State Purchasing Officer for this procurement is now John Knittle.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Friday June 28, 2013
Renewal entered into with:
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Vendor: Goldman, Sachs & Co.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Morgan Keegan & Co., Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Comments: Raymond James & Associates is replacing Morgan Keegan & Co., Inc. due to a merger between the two entities.
The State Purchasing Officer for this procurement is now John Knittle.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Monday June 24, 2013
Renewal entered into with:
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Vendor: Duncan-Williams, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Mesirow Financial, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: BMO Capital Markets GKST, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Loop Capital Markets, LLC
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Comments: There is no guarantee of minimum utilization or expenditure during this renewal period.
The State Purchasing Officer for this procurement is now John Knittle.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Thursday June 13, 2013
Renewal entered into with:
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Vendor: Fifth Third Securities, Inc
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Cabrera Capital Markets, LLC
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: George K. Baum & Company
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Jeffries & Co., Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Merrill Lynch, Pierce, Fenner & Smith, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Siebert Brandford Shank & Co., Inc
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: J. P. Morgan Securities Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 The State Purchasing Officer for this procurement is now John Knittle.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Renewal Info
Published Friday May 24, 2013
Renewal entered into with:
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Vendor: Backstrom McCarley Berry & Co., LLC
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Bernardi Securities, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Edward D. Jones & Co., LLC
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Piper Jaffray & Co.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: PNC Capital Markets LLC
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Podesta & Co.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Rice Financial Products Company
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Robert W. Baird & Co.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Stern Brothers & Co.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Stifel, Nocolaus & Company, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Barclays Capital Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Citigroup Global Markets, Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: M. R. Beal & Company
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Morgan Stanley & Co., Inc.
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: RBC Capital Markets Corporation
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: Wells Fargo Securities
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Vendor: William Blair & Company, LLC
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Amount: An estimated $750,000
Renewal: 1st of 2, 7/1/2013 through 6/30/2014
Pricing Changes:
None
Service/Product Changes:
None
Potential Future Renewals:
$750,000 Comments: The vendors will be considered pre-qualified with which the Office of Capital Financing at the University of Illinois will transact business on an "as needed" basis. There is no guarantee of minimum utilization or expenditure during the contract period.
The State Purchasing Officer for this procurement is now John Knittle.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Friday May 28, 2010
Awarded to:
Vendor: Backstrom McCarley Berry & Co., LLC, San Francisco, CA
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Bernardi Securities, Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Duncan-Williams, Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Edward D. Jones & Co., LLC, St. Louis, MO
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Fidelity Capital Markets, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Fifth Third Securities, Inc, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Grigsby & Associates, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Jackson Securities, LLC, Atlanta, GA
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Melvin Securities LLC, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Mesirow Financial, Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Piper Jaffray & Co., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: PNC Capital Markets LLC, Hilliard, OH
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Podesta & Co., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Rice Financial Products Company, New York, NY
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Robert W. Baird & Co., Naperville, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Stern Brothers & Co., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Stifel, Nocolaus & Company, Inc., St. Louis, MO
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: The Northern Trust Company, Chicago, IL
Amount: An estimated $1,500,000
Number of Unsuccessful, Responsive Respondents: 0Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Comments:
The winning vendors will be considered pre-qualified and with which the Office of Capital Financing at the University of Illinois will transact business on an "as needed" basis for Co-Manager services only. There is no guarantee of minimum utilization or expenditure during the contract period.
The University award process may be delayed up to thirty days as this award goes through a state approval process.
Award Info Published Friday May 28, 2010
Awarded to:
Vendor: Barclays Capital Inc., New York, NY
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: BMO Capital Markets GKST, Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Cabrera Capital Markets, LLC, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Citigroup Global Markets, Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: George K. Baum & Company, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Goldman, Sachs & Co., New York, NY
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: J. P. Morgan Securities Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Jeffries & Co., Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Loop Capital Markets, LLC, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: M. R. Beal & Company, New York, NY
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Merrill Lynch, Pierce, Fenner & Smith, Inc., New York, NY
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Morgan Keegan & Co., Inc., Memphis, TN
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Morgan Stanley & Co., Inc., Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: RBC Capital Markets Corporation, Denver, CO
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Siebert Brandford Shank & Co., Inc, Chicago, IL
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: Wells Fargo Securities, Charlotte, NC
Amount: An estimated $1,500,000
Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Vendor: William Blair & Company, LLC, Chicago, IL
Amount: An estimated $1,500,000
Number of Unsuccessful, Responsive Respondents: 0Amount: An estimated $1,500,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2013
Renewals:
2 one-year
Comments:
The winning vendors will be considered pre-qualified with which the Office of Capital Financing at the University of Illinois will transact business on an "as needed" basis for Senior Manager or Co-Manager services. There is no guarantee of minimum utilization or expenditure during the contract period.
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 February 11, 2010
The purpose of this amendment is to extend the deadline date for submission of proposals to Thursday, February 18, 2010.
This notice has been modified
Published Tuesday February 2, 2010
Amendment #2 provides additional information about the University of Illinois energy consumption and utilities.
This notice has been modified
Published Wednesday January 20, 2010
The purpose of this amendment is to replace pages in Appendix 1.3, Schedules A, B, C, and D. Please include these revised pages in your response to 1DJL203. In addition, there are five (5) PDF files for download that contain supplemental information relative to RFP 1DJL203.
First published Wednesday, January 13, 2010
Sealed proposals will be accepted at the address below until 2:00 PM, Thursday February 18, 2010:
Purchasing Division
616 E. Green Street, Suite 212, MC-364
Champaign, IL 61820
The Board of Trustees is seeking qualified candidates to provide investment banking services including, but not limited to, serving as senior managing underwriters and/or co-managing underwriters on the University’s anticipated financings over the next three to five years.
For additional information, contact:
Submit Original + 10 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. 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.
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.