Central Washington University - Investment Advisory Services - RFP# 26-010, 2026
Central Washington UniversityHigher Ed · Ellensburg, WA- Due
- Nov 20, 2026
- 23 days left
- Posted
- Oct 26, 2026
- Contract term
- 3 years
- Primary contact
- Charity Thornton
- (509) 963-7480
The 30-second brief
Central Washington University (CWU) seeks independent investment consulting and fiduciary advisory services for the CWU Retirement Plan (CWURP) and Voluntary Investment Plan (VIP). The selected consultant will provide investment monitoring, fee analysis, fee benchmarking, governance support, investment manager research, due diligence, and strategic guidance consistent with public sector fiduciary standards. The initial contract term is 3 years with potential extensions up to 8 years total. Proposals are due by November 20, 2026, at 3:00 PM PDT, with questions due by November 6, 2026. Evaluation criteria include understanding and commitment to customer service, experience of key individuals, accessibility, responsiveness, past performance, and costs.
Demonstrated understanding of and commitment to customer service and communication, The experience and level of commitment of the firm and/or proposed key individual(s), Accessibility of key individual(s), Responsiveness of the written proposal to the purpose and scope of service, Ability and history of successfully completing contracts of this type, meeting project deadlines and experience in similar work, All costs, fees, and other expenses associated with the project, Any other relevant factors
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Summary
Central Washington University (CWU) seeks independent investment consulting and fiduciary advisory services for the CWU Retirement Plan (CWURP) and Voluntary Investment Plan (VIP).
The selected consultant will provide investment monitoring, fee analysis, fee benchmarking, governance support, investment manager research, due diligence, and strategic guidance consistent with public sector fiduciary standards. The initial contract term is 3 years with potential extensions up to 8 years total. Proposals are due by November 20, 2026, at 3:00 PM PDT, with questions due by November 6, 2026. Evaluation criteria include understanding and commitment to customer service, experience of key individuals, accessibility, responsiveness, past performance, and costs.
EVALUATION CRITERIA
Demonstrated understanding of and commitment to customer service and communication, The experience and level of commitment of the firm and/or proposed key individual(s), Accessibility of key individual(s), Responsiveness of the written proposal to the purpose and scope of service, Ability and history of successfully completing contracts of this type, meeting project deadlines and experience in similar work, All costs, fees, and other expenses associated with the project, Any other relevant factors
REQUIRED ATTACHMENTS
3- Vendor Diversity Plan
- Letter-of-Intent-to-Respond
- Bidders Submittal Page
- Submit to
- [email protected]
- Duration
- 96 months
- Scope location
- Ellensburg, WA
Questions about this RFP
How do I respond to this RFP from Central Washington University?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 20, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Charity Thornton.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Central Washington University in WA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Charity Thornton at (509) 963-7480. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated understanding of and commitment to customer service and communication, The experience and level of commitment of the firm and/or proposed key individual(s), Accessibility of key individua..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Central Washington University?
All active and historical solicitations from Central Washington University are tracked and searchable. As a higher ed agency, Central Washington University regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 20, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Vendor Diversity Plan, Letter-of-Intent-to-Respond, Bidders Submittal Page. Review the full document from Central Washington University for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Ellensburg, WA. Review the full solicitation for detailed scope requirements.