Office of the Illinois State Treasurer RFP - Stewardship and Sustainable Investment Consulting Services 370-500-26-040
IL-State-Office of the Illinois State TreasurerState · Springfield, IL- Due
- May 6, 2026
- Deadline passed
- Posted
- Apr 13, 2026
- Contract term
- 4 years
- Primary contact
- Christopher M. Flynn
- (555) 123-4567
Know who IL-State-Office of the Illinois State Treasurer buys from before you write a word.
Every vendor contract, renewal date and decision maker at this agency, in one place.
Set up in 30 seconds · No credit card
THE 30-SECOND BRIEF
The Office of the Illinois State Treasurer is seeking proposals for stewardship and sustainable investment consulting services under solicitation number 370-500-26-040. The selected contractor will advise and assist the Treasurer and investment boards in developing, executing, and administering stewardship responsibilities, sustainable investment policy statements, proxy voting activities, corporate engagements, shareholder proposal filings, and monitoring investment portfolios for financially material sustainability risks. The initial contract term is four years, with potential extensions up to a total of ten years. Proposals are due by 1:00 p.m. CT on May 6, 2026, submitted either in hard copy or electronically to [email protected].
Background & Experience 25, Stewardship and Sustainable Investment Services 40, Cost Proposal 25, Equity, Diversity & Inclusion 5, Corporate Responsibility – Environmental, Social and Governance Practices 5, Illinois Presence 10, Interview 5
SUMMARY
The Office of the Illinois State Treasurer is seeking proposals for stewardship and sustainable investment consulting services under solicitation number 370-500-26-040.
The selected contractor will advise and assist the Treasurer and investment boards in developing, executing, and administering stewardship responsibilities, sustainable investment policy statements, proxy voting activities, corporate engagements, shareholder proposal filings, and monitoring investment portfolios for financially material sustainability risks. The initial contract term is four years, with potential extensions up to a total of ten years. Proposals are due by 1:00 p.m. CT on May 6, 2026, submitted either in hard copy or electronically to [email protected].
EVALUATION CRITERIA
9- Background & Experience 25
- Stewardship and Sustainable Investment Services 40
- Cost Proposal 25
- Equity
- Diversity & Inclusion 5
- Corporate Responsibility – Environmental
- Social and Governance Practices 5
- Illinois Presence 10
- Interview 5
REQUIRED ATTACHMENTS
6- Illinois State Treasurer Certifications
- Disclosure Form A
- Disclosure Form B
- Appendix B Minimum Mandatory Service Requirements
- Cost Proposal
- Redacted Copy
- Submit to
- [email protected]
- Duration
- 120 months
- Scope location
- Springfield, IL
- Reported agency
- Office of the Illinois State Treasurer
Questions about this RFP
How do I respond to this RFP from IL-State-Office of the Illinois State Treasurer?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 6, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Christopher M. Flynn.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including IL-State-Office of the Illinois State Treasurer in IL, 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 Christopher M. Flynn at (555) 123-4567. Questions and answers are typically shared with all prospective bidders.
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.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Background & Experience 25, Stewardship and Sustainable Investment Services 40, Cost Proposal 25, Equity, Diversity & Inclusion 5, Corporate Responsibility – Environmental, Social and Governance Pract..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from IL-State-Office of the Illinois State Treasurer?
All active and historical solicitations from IL-State-Office of the Illinois State Treasurer are tracked and searchable. As a state agency, IL-State-Office of the Illinois State Treasurer 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 4 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: Illinois State Treasurer Certifications, Disclosure Form A, Disclosure Form B, Appendix B Minimum Mandatory Service Requirements, Cost Proposal, Redacted Copy. Review the full document from IL-State-Office of the Illinois State Treasurer for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Springfield, IL. Review the full solicitation for detailed scope requirements.