New College Foundation, Inc. OCIO Investment Services RFP 2024
New College Of FloridaHigher Ed · Sarasota, FL- Due
- Apr 30, 2024
- Deadline passed
- Posted
- Feb 28, 2024
- Contract term
- 5 years
- Primary contact
- Jean Harris
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THE 30-SECOND BRIEF
New College Foundation, Inc. is soliciting proposals for Outsourced Chief Investment Officer (OCIO) services for its approximately $44M endowment. The contract term is 5 years with three optional 1-year renewals.
One original printed proposal, One thumb drive proposal, Seven duplicate printed proposals
Ability to Perform Required Services, Responsiveness to the RFP, Fees, References
SUMMARY
New College Foundation, Inc. is soliciting proposals for Outsourced Chief Investment Officer (OCIO) services for its approximately $44M endowment. The contract term is 5 years with three optional 1-year renewals.
EVALUATION CRITERIA
4- Ability to Perform Required Services
- Responsiveness to the RFP
- Fees
- References
REQUIRED DELIVERABLES
3- One original printed proposal
- One thumb drive proposal
- Seven duplicate printed proposals
REQUIRED ATTACHMENTS
3- Appendix A: Statement of Investment Institution Qualifications
- Appendix B: Investment OCIO Services Questions/Statements
- Appendix C: Investment Policy Statement
REQUIRED STAFFING
lead consultant
- Submit to
- 5800 Bay Shore Road, Sarasota FL 34243
- Scope location
- Sarasota, FL
- Reported agency
- New College Foundation, Inc.
Questions about this RFP
How do I respond to this RFP from New College Of Florida?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 30, 2024. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 5800 Bay Shore Road, Sarasota FL 34243. For questions, contact Jean Harris.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including New College Of Florida in FL, 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 Jean Harris. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: lead consultant. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: One original printed proposal, One thumb drive proposal, Seven duplicate printed proposals. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Ability to Perform Required Services, Responsiveness to the RFP, Fees, References" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from New College Of Florida?
All active and historical solicitations from New College Of Florida are tracked and searchable. As a higher ed agency, New College Of Florida 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 5 years. Contract terms may include renewal options.
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: Appendix A: Statement of Investment Institution Qualifications, Appendix B: Investment OCIO Services Questions/Statements, Appendix C: Investment Policy Statement. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from New College Of Florida for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sarasota, FL. Review the full solicitation for detailed scope requirements.