OHIO University - Short and Intermediate Term Investment Advisory Services
| Agency: | Miami University |
|---|---|
| State: | Ohio |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Oct 10, 2024 |
| Due Date: | Oct 29, 2024 |
| Solicitation No: | 0920242158 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
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. |
| Name | Melissa Ricchiuti, Senior Commodity Manager |
| Address |
1 Ohio University
Athens, OH 45701 USA |
| Phone | |
| Fax | |
| ricchiuti@ohio.edu |
Bid Documents
| Document name | Format | |
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| Bid Invitation (please login to view this document) | Acrobat / PDF |
Bid Attachments
| File Name | Description | File Size |
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| 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 |
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