Project Information

Bid Title

OHIO University - Short and Intermediate Term Investment Advisory Services

Issuing Agency

Miami University

Location

Ohio

Published Date

Oct 10, 2024

Closing Date

Oct 29, 2024

Government Level

State & Local

Status

Closed

Ref. #

0920242158

Original Source

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Bid Inquiries

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Bid Documents

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Project Description

Bid Information

Type	RFP-OU
Status	Issued
Number	0920242158 (OHIO University - Short and Intermediate Term Investment Advisory Services)
Issue Date & Time	10/10/2024 09:00:39 AM (ET)
Close Date & Time	10/29/2024 03:00:00 PM (ET)
Question Cut Off Date	10/17/2024 10:00:00 AM (ET)
Notes	Ohio University is seeking proposals for Short and Intermediate Term Investment Advisory Services. All proposals shall be submitted through our eSourcing platform. Please visit https://www.ohio.edu/finance/purchasing/supplier-information, RFP Opportunities section, for additional information on accessing the platform. PLEASE NOTE: This competitive bid event/request for proposals (CBE/RFP) is for Ohio University only. Ohio University does not collaborate on awards with Miami University. The Ionwave platform (e-Sourcing) license is shared between the two universities.

Contact Information

Name	Melissa Ricchiuti, Senior Commodity Manager
Address	1 Ohio University Athens, OH 45701 USA
Phone
Fax
Email	ricchiuti@ohio.edu

Bid Documents

Document name	Format
Bid Invitation (please login to view this document)	Acrobat / PDF

Bid Attachments

File Name	Description	File Size
Services_Agreement.pdf (please login to view this document)	Services Agreement Standard Terms & Conditions. For reference purposes only - this is a copy of the example agreement that will be signed by the awarded Supplier. Any exceptions to this agreement must be provided in the respondent's proposal submission. Changes to the indemnification clause may result in non-award as this section is particularly mandated by the Ohio Revised Code.	205 KB
Business Associate Agreement.pdf (please login to view this document)	Business Associate Agreement. For reference purposes only - this is a copy of the example Business Associate Agreement that will be signed by the awarded Supplier. Any exceptions to this agreement must be provided in the respondent's proposal submission.	187 KB
IT Security Questionnaire.docx (please login to view this document)	Copy of online IT Security Questionnaire	26 KB
Appendix B_Non-Endowed Funds.docx (please login to view this document)	Per Attribute 6, Specification #4: Ohio University’s current asset allocation as compared to the Consultant ’s current investment philosophy.	65 KB

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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